Find the right advisors to meet your financial planning needs in Atlanta, Georgia

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Atlanta, Georgia that can fulfill your requirements.

List of Qualified
Financial Planners in Atlanta, Georgia

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Widmark Cano

Edelman Financial Engines, LLC

3355 Lenox Rd, Suite 950

Atlanta, GA 30326

404-602-5200

Connect with Widmark
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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

678-685-3265

Connect with Michael
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Bruce Alden

Edelman Financial Engines, LLC

3051 Akers Mill Rd
Suite 110

Atlanta, GA 30339

678-905-2150

Connect with Bruce
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Personal Capital

Personal Capital Advisors Corporation

3340 Peachtree Road NE
Suite 825

Atlanta, GA 30303

650-556-1310

Connect with Personal
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Kevin Garrett

Integrated Financial Group

200 Ashford Center North
Suite 400

Atlanta, GA 30338

770-353-6311

Connect with Kevin
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Cory Archibald

Edelman Financial Engines, LLC

100 Hartsfield Centre Parkway
Suite 650

Atlanta, GA 30354

404-424-9001

Connect with Cory
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Advisory South

Advisory South

3740 Davinci Court
Suite 430

Norcross, GA 30092

770-843-6333

Connect with Advisory
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Brett Power

Power Wealth Management

302 Bombay Lane

Roswell, GA 30076

404-889-8919

Connect with Brett
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Sam Evans

Evans Wealth Management

6340 Sugarloaf Parkway
Suite 200

Duluth, GA 30097

770-828-8303

Connect with Sam
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Andrew Band

Edelman Financial Engines, LLC

1960 Satellite Boulevard Suite 3500
Suite 1735

Duluth, GA 30097

678-222-2254

Connect with Andrew
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Andrew Gullion

Edelman Financial Engines, LLC

3460 Preston Ridge Rd
Suite 500

Alpharetta, GA 30005

678-222-2257

Connect with Andrew
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Jim Lepp

Trinity Financial Planning

1530 Habersham Place

Cumming, GA 30041

404-434-2904

Connect with Jim
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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

Connect with David
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Howell Cullens

Piedmont Financial Partners

2901 reynolds walk trail
ste 202

Greensboro, GA 30642

404-660-3636

Connect with Howell

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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Interview top quality financial planners who meet your requirements

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