Financial Advisors in Georgia

A fee-only Management Consulting, Investment Advisory, and Financial Planning firm

- Business Planning
- Tax Planning & Preparation
- Management & Leadership Consulting
- Financial, Estate, Tax, & Wealth Management
- Retirement Plan Design, Implementation, & Administration

Centurion Advisory Group was founded to offer clients a place to focus on the integration of life, money, and purpose. Our focus is on offering advice, planning, and investment management services in a way that allows clients to feel as if they have mastered the use of money, have the freedom to enjoy life, and the desire to live with purpose. As a professional services firm, we are paid solely by clients, and receive no compensation from product sales or product vendors. The professionals who are part of the CAG team help families build, maintain, and transfer wealth, consistent with the family's goals.... See More

Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We strive to help our clients plan for and achieve their life goals by following a prudent planning process.

Our professionals have years of experience helping people like you balance the realities of today with the needs of tomorrow. We look forward to working with you and your family for generations.... See More

We have developed and refined a process that puts all the pieces of the financial puzzle together for our clients and their families.

Our value to you lies in our wealth management firms' effort in understanding and documenting every aspect of your family’s life. We undertake this challenge through planning, “real-time planning,” not a binder that sits on the shelf. We have developed and refined a process that strives to tilt the probability of a successful outcome in your family’s favor.

• We strive to ask the right questions
• We never prescribe before we diagnose a problem
• We help our clients hope for the best and plan for the worst... 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

At Vining Financial Services, Inc., personalized solutions are designed to fit each client's unique goals. Planning your financial future can be a daunting responsibility. By offering guidance and education, Karen is committed to helping her clients make informed decisions that will solidify their financial future.

Karen has an exceptional practice that includes a qualified team committed to delivering outstanding service and dedicated to helping each client attain their goals.

"Our clients are our most valuable asset"... 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

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, managing a 401-K pension plan or 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 and Stephanie Davidson are all CPAs and members of the National Association of Personal Financial Advisors. We share the belief that a comfortable retirement begins with sound, fee-only financial advice.

You will find us located in Macon, Georgia, convenient to the middle Georgia area.

Call us for a consultation today.... 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

Arthur Aust, CFP, EA, MTX
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Aust Financial Advisory provides Comprehensive Financial Planning to families with net worth's in excess of $1M. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... 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