We Have Listed The Top 10 Financial Advisors In Atlanta To Help You Choose The Best Professional For Your Needs.
Address: 2849 Paces Ferry Rd SE, Suite 660 Atlanta, GA 30339
Phone: 404-480-5200
Website: https://pacesferrywealth.com/
We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom. We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. We are here for our clients through every phase of their financial lives — to identify and set goals, create an operational plan and provide the highest level of support along the way. As we get to know our clients, we present questions that get them thinking beyond typical financial advisor rhetoric. While retirement planning is critical, we may ask about other things that are important to you — college savings, tax implications on real estate transactions, wealth transfer, or estate planning down to wills and health care directives. Ultimately, we want to be looking at your complete picture. That’s when we can help best. It’s never too late to take the first step or get a second opinion. We want to hear from you. To see if we’re a good fit, we’d like to know more about what you’re looking for in an advisor. Fill out the following short form and we’ll make time to sit down and talk about your unique situation.
Address:
Phone: 678-833-1166
Website: https://www.moderawealth.com/contact-an-advisor/atlanta-ga-modera-financial-planners/
If you are looking for an experienced financial advisor in Atlanta, you’ve come to the right place. At Modera, our highly trained financial professionals have a wide breadth of industry experience and depth of expertise. We use a team approach to make sure that someone who understands your needs is consistently available to help you achieve your financial goals. Modera is committed to providing you with a broad range of services to address your entire financial life. Our Georgia location offers fee-only financial planning in Atlanta and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers. We proudly operate as a fee-only financial advisor near you in Atlanta, GA. We are an independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our clients’ interests first, as evidenced by our fee-only fee structure and fiduciary responsibility. Our fees are paid by our clients, so we can act in the interests of our clients. We don’t participate in commissions or referral fees that may influence the decision of other advisors. A fee-only financial planner is a classification of financial planner who does not accept commissions or compensation for product sales and acts as a fiduciary for their clients. By not accepting commissions, an Atlanta fee-only financial planner is able to provide more objective advice and work in your best interest instead of what will make the financial planner the most money. Our fee-only financial planners in Atlanta act as a fiduciary and want to help you realize your financial goals.
Address: 5901-B Peachtree Dunwoody Road Suite 275 Atlanta, Georgia 30328
Phone: 888-885-8101
Website: https://www.merceradvisors.com/locations/atlanta-palisades-office-park/
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a wealth advisor in Atlanta that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey. Our Atlanta financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including: - Retirement planning - Trusts and estate planning - Tax planning and return filing - Insurance analysis - Long-term care/Medicare planning - Company retirement plans - Social Security optimization - Tax-efficient investing - Socially responsible investments - Foundations and non-profits - Donor-advised funds and charitable trusts - Education/college planning - Cash flow/budget optimization No matter the twists and turns life may take, we can help you stay on track to achieve Economic Freedom™. Whether you are a retiree, physician, executive, business owner, or someone who has experienced the loss of a spouse (through death or divorce), we have a highly experienced and credentialed staff plus a deep bench of subject matter specialists ready to build a customized plan and portfolio to meet your needs. If you want to build a plan to maximize your retirement, minimize your taxes, plan for your legacy, or achieve other goals important to you, reach out to our experienced team for an initial discussion about how we can help.
Address: 3550 Lenox Road, NE Suite 2700 Atlanta, GA 30326
Phone: 404-264-1400
Website: https://homrichberg.com/
One of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 44 states from our home base in metro Atlanta and now have 30 principals and more than 150 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead. We deliver on our mission using a foundation of core values. We founded our firm based on these values and use them to guide everything that we do. We Value Objectivity We always put our clients’ interests first. We work together to accomplish a shared mission for our clients, our firm, and one another. We Value Teamwork We Value Excellence We accept nothing less from our firm and our people, and we believe hard work and attention to detail are critical in our complex and evolving profession. We are constantly seeking new ways to improve the experience of our clients and our people. We Value Innovation We Value Community We proudly represent and support a diverse and inclusive community of employees and clients. We build long-term personal relationships with our clients by living our values every day. We Value Trust
Address: 400 Galleria Pkwy Suite 1500, Atlanta, GA 30339
Phone: 214-446-2100
Website: https://www.heritagefinancialplanning.com/atlanta-georgia
It's your money — what are you going to do with it? That's a question many people have, but don't know how to answer. Some feel they can figure out the best way to plan for the future and to invest their money on their own. Others who do seek advice might fall into the trap of trusting so-called financial experts who are only in the business for the profit. Fortunately, there are ways to choose a financial planner or advisor whose recommendations you can trust to be made in your best interests, not in the interest of lining the pockets of thier company. You want to look for an independent, fee-only fiduciary advisor. In Atlanta, Heritage Financial Planning offers its services on a fee-only basis and is bound to a fiduciary standard. Our financial planning services can help you meet all your personal financial goals. Personal financial services aim to assist you with managing your money, investing, dealing with your mortgage and other aspects of your personal finances. Receive quality, reliable advice on investment and financial opportunities to better serve you, your home and your family. People today are living longer, more active lives. This is wonderful, but it also brings with it the challenge of making sure you don’t outlive your money. We can come up with a range of strategies to help you win that race and enjoy as many decades of the retired life as you can. The cost of tuition at a private college is high already, and it seems to skyrocket every year. College can also come at a time when many families are caught in the middle, possibly having to pay for the care of aging parents and dealing with the expenses of younger children in the home, too. There are many ways to manage upcoming college expenses, and we can help you determine the right ones for you. Stock options can be a tremendous financial opportunity, but they can also be extraordinarily complex. Balancing the need for tax planning, investment diversification and concentration risk is beyond the scope of most executives, but we have the know-how and experience to help guide you through the process. We specialize in helping clients avoid the pitfalls of stock option exercises.
Address: 3343 Peachtree Road NE East Tower, Suite 500 Atlanta, Georgia 30326
Phone: 404-892-7967
Website: https://www.rollinsfinancial.com/
We offer expert tax, accounting, consulting, compliance, and investment management services for individuals, small businesses, and corporations nationwide. Rollins Financial Advisors is an independent investment advisory firm with a commitment to objectivity, transparency, and disciplined investing. Disciplined We continually have your long-term financial goals in our line of sight, rather than emotionally charged reactions to the sometimes-volatile financial market. We’re constantly analyzing new developments in tax law with your financial best interests in mind. Our firm’s reputation reflects the high standards we demand of ourselves. Responsive Our clients rely on competent advice and fast, accurate personnel. We are proud of our tax and accounting staff and the technical capabilities they possess. We demand integrity and professional expertise of everyone on our staff. We limit the number of clients we take on so that we can address your concerns and satisfy your needs quickly. Objective Whereas many competitors accept financial incentives for recommending certain products, we never accept or participate in such activities. This allows Rollins to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients. Personalized Rollins Financial is a small firm, which makes it possible for our clients to be part of a valued community. We recognize that every client’s financial situation is unique and needs personalized problem-solving. Our attention to detail means our clients can feel confident about making major decisions such as investing or expanding their business. Of course, we focus on numbers, but the larger focus is on you. Transparent Every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from the well-known brokerage firms with whom we work.
Address: 1230 Peachtree Street, NE Suite 1800 Atlanta, GA 30309
Phone: 404-253-7600
Website: https://signaturefd.com/
Our clients are looking for more than just more wealth — they want their wealth to enrich the people and things that are important to them. More meaning. More satisfaction. More of what’s worthwhile in life. Our financial advisors want to know: Where do you see yourself in ten years? Who are the people you want to take care of? What brings you joy? It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net WorthwhileTM. We believe pursuing Net WorthwhileTM requires a holistic approach, offering financial solutions that help you grow, protect, give and live your wealth to the fullest. Our approach is different because it doesn’t start with ‘who we are’ – it starts with who you are. It turns out that ‘one-size fits all’ doesn’t actually fit anyone very well. By custom-designing a plan with your financial advisor that puts you at the center of all decisions, you’ll be in the best position to grow, protect, give and live your wealth to the fullest.
For over 125 years, Ameriprise has been committed to putting our clients’ needs first. Over the years, we’ve helped millions of people invest billions of dollars so they may pursue what’s important to them. Our advisors develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device. At Ameriprise, our focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life. Ameriprise Financial is a longstanding leader in financial planning and advice. Ameriprise earns high ratings in the investment industry, including a Hearts & Wallets Top Performer™ recognition in1: "Unbiased, puts my interest first" "Explains things in understandable terms" "Understands me and shares my values" To provide our clients a broad choice of investment products, we offer thousands of mutual funds from approximately 160 mutual fund families on a stand-alone basis and as part of our wrap accounts.2 Ameriprise Financial has approximately 10,000 financial advisors3
Address: 2859 Paces Ferry Road SE, Suite 420 Atlanta, GA 30339
Phone: 404-890-5606
Website: https://nicholaswealth.com/
At Nicholas Wealth Management, we believe in making a positive difference in the lives of our clients by building a custom financial retirement plan. Whether you are getting ready to retire or already enjoying retirement, our team of professionals at Nicholas Wealth Management can help you determine a strategy appropriate for your financial situation. We offer a wide range of financial planning and wealth management services that are easy to understand and, more importantly, easy to execute so that you can begin securing your financial future today. Our main office is located in Vinings, Georgia, but we serve clients all over the country by maintaining close and trusting relationships with each of our clients. Once we help develop your personalized retirement plan, the journey begins. Nicholas Wealth Management is here to help you navigate safely through retirement! At Nicholas Wealth Management, staying informed of day-to-day issues that could possibly affect people’s retirement is a top priority. Our team offers fresh insight on how people can retire successfully, while protecting their retirement dollars from stock market losses. Through our Retire Ready process, we can help customize a retirement plan to meet your financial needs and concerns.
Address: 3344 Peachtree Road NE Suite 2000 Atlanta, GA 30326
Phone: 404-760-9000
Website: https://www.brightworth.com/
Our team of Brightworth advisors has decades of expertise in the services we offer. We are proud to have fostered a warm, welcoming, professional environment where our clients know their finances are in capable hands. Every story has a beginning. Brightworth’s began in 1997 when two CPAs struck out on their own to better serve their clients, forming a fiduciary wealth management firm in Atlanta. The mission was clear: provide objective advice to empower their clients to reach their financial goals in harmony with their life goals, with no conflicts of interest. This planted the seeds of what would become Brightworth. Through a commitment to clients and to the Brightworth team, our firm grew steadily, adding depth and breadth with professionals across financial and operational disciplines. As we expanded, the decision was made that three guiding principles would not change as our company and industry evolved. The first principle was to remain fee-only and refusing to let compensation influence the guidance we provide to our clients. The second was to organize with a clear succession plan so that clients would have confidence in receiving the same level of high-touch service for generations. Finally, our core values would remain servant leadership, intentional engagement, and trust. Now in our third decade, we have become an integral part of the CI Private Wealth network, while still guided by our three core principles. We have a team of over 80 professionals, many of whom have been with Brightworth for 10, 20, even 25 years. As we continue to increase and develop specific services tailored to our clients’ needs, we will remain dedicated to one goal: Empowering our clients to focus on what matters most.