Financial Advisors in Georgia

My name Roy Larsen and I am a fee only, Certified Financial Planner and fiduciary. Lastly, for eight consecutive years we have been named a 5-Star Professional in the category of "Best Wealth Managers in Atlanta".

We specialize in what we call "Chapter Two" issues. Typically, around the age of 50 our clients are looking out to the future whether that is a traditional retirement, a new direction, or something in between. As such, we concentrate on appropriate investment and income strategies, risk management, distribution techniques, tax efficiency, health strategies, wills and trusts, social security optimization, etc.. 95% of my clients are past the age of 50 and I personally serve them in their homes which currently encompasses 8 states. For many, we pick up part or all of the cost to create a trust and will package. We also offer access to residential and commercial lending as well! Bottom line, we offer one of the most comprehensive advisory packages available, inclusive of tools to help you simplify, plan, gauge risk, track and organize.

Lastly, we feature a smaller client base for maximum attention and work only with those who wish to delegate all of these tasks to their CFP®, so they can spend more time enjoying their lives. We do not offer planning only nor project work.

Here are a few videos about us that you may find helpful as well: https://www.investinretirement.net/videos.html... See More

"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questions about 401(k) rollovers, retirement income, tax & estate planning, investment management, and more."... See More

At Moore’s Wealth Management we help our clients build retirement plans that fit their lives, and that they can’t outlive. Just like you don’t want to outlive your savings, you don’t want to outlive your financial advisor. We’re proud to have a tradition that we have passed along to generations within our firm through our own succession plan so that the families and community we serve can expect seamless service and advice.... See More

As financial planners, one of the questions we hear most often is: When can I retire? We work with clients to plan a retirement that allows them to live in comfort and security.

The fact that we operate on a fee-only basis is a major consideration for most clients. This means that at Day & Ennis, you pay no commissions on sales of securities or insurance. Since we have no vested interest in selling you anything, you can count on unbiased financial advice.

Our job is to help you achieve your investment goals, so you will be more secure for the future. Whether your first priority is planning for retirement, strategic tax planning, creating a tax-efficient estate plan, we can organize your financial life. That provides you a priceless return on your investments: peace of mind.

Day & Ennis partners John R. Day, Bill Ennis, Stephanie Hall and Matt Heller are CPAs or CFPs and members of the National Association of Personal Financial Advisors (NAPFA). We share the belief that a comfortable retirement begins with sound, fee-only financial advice.

You will find us located in Macon and Blairsville, Georgia.

Call us for a free consultation today.... See More

Our mission is to bring clarity to your financial vision.

If you are looking for a Fee Only, fiduciary advisor that has the expertise required to provide comprehensive wealth management and advanced planning services...your search is over. As registered investment advisors that do not accept commissions from insurance or product sales, we can offer an objective perspective to your financial situation.... See More

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor in Risk Management & Insurance. Since 2011, he has been in the investment services business, and in 2019 Vladimir obtained his certificate in financial planning from University of Georgia, and the prestigious Certified Financial Planner™ professional designation. Currently, Vladimir is pursuing his MBA at Georgia Tech with a concentration in quantitative finance. In 2020 he opened a Silver Penny branch in Peachtree City to better serve the local community.

Vladimir’s family moved from Ukraine in 1999, and he currently lives near Peachtree City with his wife and three kids. Outside of the office, he enjoys outdoor sports such as hunting, golf, and volleyball. Vladimir’s desire to serve others goes well beyond financial planning; in the local community he is actively involved as a youth leader in his local church, a member of several missionary boards, and himself serves in missionary and humanitarian efforts in Eastern Europe, Asia, and South America.... See More

Services include Financial Advisor and Wealth Management.

Mr. Roberson is a life long resident of the Atlanta Metro area. After serving tours with MALS-31 and VMFA-224 Troy returned home to raise his family. Troy is a Certified Financial Planner and an Honors undergraduate of the Coles College of Business. The best contact method is via email or phone: or .

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.... See More

Serving Roswell and Alpharetta, Canton and Noth Georgia, with products that help your life make sense.....WE WORK FOR THE CLIENT. .....Insurance Strategies and retirement Solutions WWW.RETIREMENT-RX.COM

We are a full service wealth planning and investment firm serving the Middle Georgia region. We help our clients with portfolio management, retirement planning, estate planning, and tax reduction strategies. In addition to helping families, we also engage in business consulting, particularly helping business owners select the right retirement plan.... See More

Weaver Capital is a Fee-Only wealth management and financial advisory firm. We emphasize the need for active portfolio management, not "buy-and-hold". We believe that we are merely stewards of the resources we have been blessed with, and that we should work to maximize the impact our resources can have on furthering good will and charity in our communities.... See More

RPG is a fee-only financial advisory business that provides comprehensive wealth management services to middle class millionaires. Middle class millionaires do not think of themselves as rich, but they have lived financially responsible lives and have accumulated wealth that they feel an obligation to manage well.... See More

I get out into the neighborhoods to get to know my clients. I am a dedicated Financial Advisor, and my main goal is to help individuals develop, implement, and monitor a strategy that’s designed to address each individual situation.

Saving for college or retirement, can be daunting, I am here to help guide my clients through the process.... See More

Don Whalen, CFP
Who We Are We are fortunate to work with a relatively small number of affluent families in Atlanta and elsewhere who value our ability to grow and protect their nest eggs in the most cost-effective manner. Being cost-effective, to us, means being sensitive to taxes. In the years ahead, investing in a tax-wise fashion will become increasingly important as Uncle Sam looks to pay down its credit card bill (the one that it amassed without first asking the American people if we were ok with the credit card limit increases in the first place). Being cost-effective also means investing like the institutions, not like a retail investor. We use institutional class mutual funds that are not available to retail investors, and that gives our clients a significant cost advantage right out of the gate. Add to that the value that we add through asset allocation and a highly disciplined individual investment selection process, and we think that our value proposition is hard to beat. Finally, we are fiercely independent in everything we do. We pride ourselves in the fact that we are not a part of the commissioned securities business that is so laden with conflicts of interest. We work for our clients and our clients alone. Become Our Client If you have a portfolio of $1 million dollars or more, or if you are a high income earner committed to saving and investing (with our help) to get you over that $1 million mark in the next few years, we invite you to set up a complimentary initial meeting. So that we can make the most of our time together, we would kindly ask you to fill out our easy-to-use online questionnaire:... See More

Jeff Bernier, CFP, CFS, ChFC
TandemGrowth Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Alpharetta, Georgia. TandemGrowth is a manifestation of Founder and CEO, Jeff Bernier's, desire to build a truly independent, transparent, and objective planning firm for individuals and families. Today, the firm serves more than 160 households and manages upwards of $130 million in assets.
Our holistic (comprehensive), objective approach to planning without question is the number one reason clients say they entrust us to oversee their financial futures. To better serve you, we have outlined a Wealth Management Process to help manage your expectations and to educate you on how we can work together to align your resources with your life's goals.
The firm has been recognized locally by the Atlanta Business Chronicle as one of "Atlanta's Top 10 NAPFA Fee-only Investment Advisers" (2005-2007) and nationally as one of "America's Top Wealth Managers," Wealth Manager magazine (2007-2008).
Getting Started To get started, please contact to receive a wealth management process packet and to schedule your introductory get acquainted phone call.
We stand ready to provide you and your family with the "Expertise You Need. Perspective You Want. Partnership You Deserve."... See More