Financial Advisors in Georgia

Chloe Moore, CFP
Financial Staples is a comprehensive, fee-only financial planning firm that makes financial education and guidance accessible to the busy young professional. Our typical clients are early to mid-career professionals and business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. They understand the impact of developing good financial habits early and desire to find a balance between enjoying the present and planning responsibly for the future. We're dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.

Financial advice is about more than just your investments. While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture. A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible. It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.

Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why. We use this information to provide personalized solutions for your unique situation. As your situation changes, we reassess and make adjustments.

Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule a complimentary 30-minute consultation.... See More

Sammy Grant, CFP, CLU, CPA, JD
SG Financial Advisors, LLC, is a fee-only financial planning and investment advisory firm. We offer personalized and objective investment management and financial planning services to help our clients identify and achieve their personal financial goals.
We do not sell any products and our only compensation comes from our clients. Every client has different needs and goals so our services are truly customizable. However, some of the services we offer include:
- Investment Management - Income Tax Planning - Estate Planning - Cash Flow Management - Charitable Planning - Risk Management and Insurance - Executive Benefit Planning - Retirement Planning - Education Savings... See More

Paul Sinatra, CFP, ChFC
Regency Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm serving the metropolitan Atlanta area. We specialize in providing hourly, as-needed financial planning and advice to individuals and families regardless of their income, net worth, or investable assets. Because we receive no commissions, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on an hourly, as-needed or project basis. To schedule a free “get acquainted meeting”, call us at or email us at ... See More

Anthony Guinta, CFP, CPA/PFS, CPA
Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout the country. For over twenty years, we have offered objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one. Our goal is simple: to make sure our clients feel confident and secure about their financial future.Homrich Berg has a diverse client base which includes families, corporate executives, entrepreneurs, physicians, athletes, retirement plans and not-for-profit institutions. To best serve each relationship, HB pulls from the strengths of our 50+ employees and utilizes a team approach to ensure responsiveness and continuity of knowledgeable service. We offer a comprehensive approach to asset allocation, diversification and active asset management designed to meet each client’s overall objectives. Our financial planning services include Estate Planning, Family Continuity, Education Funding, Insurance Reviews, Income Tax Planning, and Retirement Planning and are done in collaboration with other advisors. For more information, please visit our website: www.homrichberg.com... See More

Bill Ennis, CPA/PFS
Day & Ennis is a NAPFA registered fee-only financial planning firm in Macon, Georgia. When we meet with people for the first time, one of the questions they most often ask 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'll 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.

John R. Day and Bill Ennis are both CPA's. They're also members of the National Association of Personal Financial Advisors. We believe that a comfortable retirement begins with sound, fee-only financial advice. Please visit our website and feel free to contact us with any questions you may have about our services. Or call us for a consultation.... See More

Colleen Giffin, CFP
Beall Financial Planning, Inc. is a Fee-Only Investment Advisor located in the middle Georgia area. We assist clients in several states to help enable their financial independence. We offer investment management, comprehensive financial planning and consultation services. The first half hour of any consultation is free of charge to help ensure we are best suited for your needs.... See More

Cliff O'Conner, ChFC, CPWA

Michael Dayoub, CFP, MBA
At Alpha Financial Management we use the following systematic consulting process for uncovering your most important goals and for designing and implementing appropriate solutions.

The first two meetings are complimentary.

1. Discovery Meeting. At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving all that is important to you. We examine your current situation, the goals you would like to achieve and how we can maximize the possibility of achieving those goals. 2. Investment Plan Meeting. At this meeting, we present our diagnostic of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals. This plan forms the foundation for all of our work together. 3. Mutual Commitment Meeting. At this meeting, we are ready to make a mutual decision about whether our firm can add substantial value and whether we should proceed. Should we both choose to work together, we commit to each other to work toward achieving everything that is important to you and your family. We also execute the documents necessary to put your investment plan into motion. 4. 45-Day Follow-Up Meeting. When you have multiple investment accounts, it's easy to become overwhelmed with the amount of paperwork you receive. At this meeting, we help you organize all that paperwork in a notebook that we provide. We also answer any questions you may have so that you understand exactly what is happening with your money. 5. Regular Progress Meetings. These meetings are an opportunity to review any major changes in your personal or financial situation and make adjustments to your investment plan. These meetings also give us time to address advanced planning topics such as taxes, charitable giving, estate, and risk management. ... See More

G. Christian Mauser, CFP, CRC, CRPC
As an Atlanta-based Fee-Only financial planner since 1991, Resource Planning Group believes that financial advisors should be willing to be accountable as fiduciaries. A fiduciary is required to put their client's financial interest ahead of their business interests. Financial institutions, such as brokerages, banks and insurance agencies have steadfastly refused to do that. Representatives of those institutions, which include registered representatives and licensed insurance agents, are only required to reasonably believe that their investment and insurance recommendations are "suitable" for their clients. Being a Certified Financial Planner (CFP) does not necessarily mean that you consider yourself a fiduciary. Only in doing business with a Registered Investment Advisor (RIA), a Certified Public Accountant (CPA) or a Financial Planner who is a member of the National Association of Personal Financial Advisors (NAPFA), can you be confident that you are dealing with a true fiduciary. Furthermore, our business model is only profitable if we are successful in establishing a long term relationship with our clients. For us to accomplish that, we must consistently put our client's interests first.... See More

Marvin Jackson, CFP
Abacus uses the financial planning process to help clients align their financial life with the values and life goals which are most important to them. This balanced approach optimizes the clients' probability of achieving financial well-being and personal success.
Many of our clients are preparing for or experiencing one of life's transitional phases, such as: retirement, marriage, changing careers, or pursuing a new direction in life. We adapt the process of financial planning to each client's situation and serve as fiduciaries, focused on your best interests, at all times. ... See More

Steven Wykoff, CFP
Serving Gwinnett and Metro Atlanta since 1986, Mersereau & Lazenby, LLC provides professional comprehensive financial services to our clients.
We believe the fee-only approach allows us to provide objective and transparent advice to each client. Because we do not receive any comissions and do not sell products our clients know there will never be a sales pitch.
We specialize in the following services: Hourly Financial Planning Affordable Fee-only Investment Management Affordable Fee-only Employer-Sponsored Plans Comprehensive tax, audit, and bookkeeping services for individuals and corporations.... See More

Your Financial Goals

Premier Financial Advisory Services, LLC was founded in 1998 to offer clients a personalized strategic financial plan to meet their financial and life goals. Our highest priority is to create value and peace of mind for our clients. We understand that every family is unique. And we have the experience to manage your investments in a variety of accounts including brokerage, trust, estate, and retirement accounts. So, whether your goals include funding college education, retirement, or a once-in-a-lifetime vacation, our professionals can help you find a way to achieve them.

And as a fee-only advisor, you can be assured that your financial needs and goals are always the top priority in the financial planning process. We have your best interests in mind and hold to a fiduciary standard to put your interests above our own as we manage your investment account.

Asset Protection
A common desire of many clients is to pass on a financial legacy to their family while also ensuring an exceptional quality of life for themselves. But the rising cost of healthcare and the uncertain expenses of long term care jeopardizes their quality of life and legacy. Our experienced financial planning team can help develop a personalized plan to cover costs of care and still set aside an inheritance for your family. By using long term care insurance, Medicaid and VA planning, income maximizing strategies, and goal setting, we guide clients toward financial freedom and the protection of their assets.

Tax Planning
The financial planning professionals at Premier Financial Advisory assist small business and individuals grow their net worth and generate income to enjoy life, or plan for retirement. The taxes imposed by the IRS and state revenue commissioner reduce both assets and income. As part of every allocation plan, Premier’s Financial Advisers evaluate the most tax efficient way to re-balance and liquidate positions. The following are a few of the tax planning services provided to clients by Premier that work to reduce the overall tax cost: cost basis research, tax loss harvesting, calculating required minimum distributions, and stretching retirement account distributions.... See More

College planning for high school student and their parents

Fee-based CERTIFIED FINANCIAL PLANNER(tm) focused on helping retirees and pre-retirees manage their investments to thrive during a 25-30 year retirement window.

The Advisory Firm is a fee-only financial planning and investment management practice located in Alpharetta, GA. We specialize in personalized financial advice to help you to build strategies for retirement, investments, college savings and risk management. We offer planning and investment services to everyone regardless of age, income or asset level.... See More