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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

Highlights: Legacy Planning, 401k Rollover, Fee Only, Comprehensive Financial Planning, Registered Investment Advisor, IRA, Fee-Only, Certified Financial Planner, Retirement Income Planning, Fiduciary, Mutual Funds, Independent Investment Advisor, ETFs, Retirement Distribution Plan, Wealth Management, NAPFA Member, Business Planning, CFP ®, Pension Plan Design & Management, Stocks
Randy Brunson
Duluth, GA

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... See More

Highlights: Retirement Scenario Planning, Income Tax Planning, Cash Flow Trend Analysis, Private Placement Research, Investment Management, Including Tax Credits And Tax Favored Investment Due Diligence, Due Diligence On Real Estate Acquisitio, Retirement Plan Design

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 prof... See More

Highlights: Comprehensive Financial Planning, Certified Financial Planner, Wealth Management, Financial Life Planning, Passive Investment Strategies, Investment Planning, MBA, Business Retirement Plans, Personalized Investment Management And Advice, Liability Analysis, Retirement Solutions & Planning, 401k Rollover, College Planning, Experienced, Social Security Planning, Annuities & Life Insurance, Income Tax Planning, IRA, CFP®, Business Owners

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 you... See More

Highlights: Retirement Planning, Rollover Of 401k Or IRA, Online Financial Advisor, Business Planning, Socially Responsible Investments, Disability Income & Long Term Care Insurance, Wealth Management, Women's Issues, Stocks, Fiduciary, Retirement Income Planning, IRA, Charitable Planning, Business Investments, Portfolio Management, College Planning, Estate Planning, Investment Consulting, Investment Services, Legacy Planning
Mark Ronsini
Acworth, GA

Services include Financial Advisor and Wealth Management.

Highlights: Comprehensive Financial Planning, Financial Planning Advice And Services, Socially Responsible Investments, Investment Advisory, Investments, Specialize In Retirement Planning And Retirement Distribution, Fee Only, Retirement Planning & Investing, Roth IRA, Investment Consulting, Investment Management, Professional Wealth Management, 401K Consulting, Financial Planning, Family Financial Planning, Fiduciary Advisor, Investment Planning, Retirement Planning, ETFs, Wealth Management
Troy Roberson CFP®
Kennesaw, GA

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... See More

Highlights: Professional Wealth Management, Annuities & Life Insurance, IRA, Socially Responsible Investments, CFP ®, Retirement Planning, Independent Investment Advisor, 401K Consulting, Mutual Funds, Charitable Planning, Wealth Management, Life Insurance, Disability Income & Long Term Care Insurance, Investment Consulting, Family Financial Planning, Comprehensive Financial Planning, Investment Services, 403B Plans, Retirement Distribution Plan
Karen C Vining
Marietta, GA

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 ... See More

Highlights: Investments, Corporate Bonds, Financial Planning, 401k Rollover, Investment Consulting, Registered Investment Advisor, Investment Planning, Charitable Planning, Mutual Funds, Portfolio Management, 403B Plans, Retirement Planning, Investment Review And Planning., Disability Income & Long Term Care Insurance, Business Owners, Investment Advisory, Specialize In Retirement Planning And Retirement Distribution, Advisory And Investment Management, Middle Income, Professional Wealth Management
Cobia Financial
Snellville, GA

We provide fee-only comprehensive financial planning services, integrating all aspects of finance into a customized plan that is continuously monitored and updated with your changing life circumstances.

Highlights: Investment Review And Planning., Financial Life Planning, Financial Planning For Physicians, Rollovers, Roth IRA, Inter-generational Wealth Planning, Investment Advisory, Investment Policy Statements, Specialize In Retirement Planning And Retirement Distribution, Cash Management & Budgeting, Portfolio Management, Financial Planning For Women, Investment Planning, Retirement Planning., Retirement Planning Advice And Services, Fiduciary Advisor, Experienced, Retirement Solutions & Planning, Trustee Services, Education Planning

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

Highlights: Estate Planning, Life Insurance, Wealth Management, 30 Plus Years In Roswell, Annuities, Disability Income & Long Term Care Insurance, Retirement Planning., Retirement Planning, Asset Protection, Retirement Solutions & Planning, Family Financial Planning, Rollovers, Roth IRA, Specialize In Retirement Planning And Retirement Distribution, Retirement Scenario Planning, Financial Planning For Physicians, Retirement Planning Advice And Services, Annuities & Life Insurance, Business Owners, College Planning
Billy Griggers CLU, ChFC
Warner Robins, GA

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 ... See More

Highlights: Investment Consulting, Financial Planning Advice And Services, Portfolio Management, Professional Wealth Management, Personalized Investment Management And Advice, Investment Services, Registered Investment Advisor, Retirement Solutions & Planning, Business Planning, 401K Consulting, Retirement Planning & Investing, Stocks, Financial Planning, Financial Planner, Family Financial Planning, MBA, College Planning, High Net Worth Planning, Mutual Funds, Business Owners

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 sho... See More

Highlights: Personalized Investment Management And Advice, Financial Planning For Physicians, Business Owners, Investment Planning, Alternative Assets, 401k Rollover, Family Financial Planning, High Net Worth Planning, Business Planning, Retirement Solutions & Planning, Investment Management, Tax Management, College Planning, Tax Planning, ETFs, CFP ®, Investment Advisory, Independent Investment Advisor, Fiduciary, Investments

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 ha... See More

Highlights: Registered Investment Advisor, CFA, MBA, CPA/PFS, A Member Of The National Academy Of Special Needs Planners, Retirement Distribution Plan, Asset Protection, Fee-Only, Member Of NAPFA, Women's Issues, Comprehensive Financial Planning, Business Owners, 401k Rollover, Team Approach, Alternative Investment Strategies, CFP ®
Day & Ennis, LLC
Macon, GA

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 ma... See More

Highlights: Independent Investment Advisor, Team Approach, Charitable Planning, Professional Wealth Management, Income Tax Planning, CPA/PFS, Rollovers, Financial Planning For Physicians, MBA, 403B Plans, NAPFA Member, Comprehensive Financial Planning, Wealth Management, Investment Management, College Planning, Directed Trusts, 401K Plans For Physicians And Professionals, Financial Planning For Women, 401K Plans For Physicians And Professionals., Business Planning
Clark Jensen
Dacula, GA

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 ... See More

Highlights: Rollovers, Fiduciary Advisor, College Planning, Stocks, Education Planning, Young Investors, Pension Plan Design & Management, Retirement Planning., Charitable Planning, Rollover Of 401k Or IRA, IRA, Investment Advisory, High Net Worth Planning, Fiduciary, Disability Income & Long Term Care Insurance, Retirement Planning & Investing, Financial Planning For Physicians, 401K Consulting, Wealth Management, Estate Planning

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... See More

Versailles Financial, LLC
Alpharetta, GA

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,... See More

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