Financial Advisors in Snellville, Georgia (Gwinnett County)

Cliff O'Conner, ChFC, CPWA

James Stanhouse, MBA
Stanhouse Financial Planning and Management (Stanhouse-FPM) is an independent fee-only financial planning and registered investment advisory firm serving the metro Atlanta area of Georgia. We have meeting locations in Duluth and Decatur. Stanhouse-FPM does not have financial ties to any bank, brokerage firm, insurance company, or other financial services firms. We do not sell products, receive commissions or any other third party compensation. Thus, you can be confident that you will receive professional, objective advice that will be in your best interest. We specialize in providing professional planning and advice to individuals and families of all financial means. Our services are offered on an hourly, as-needed basis. We impose no minimum asset or income restrictions. An estimate of time for your project, as well as a maximum fee cap based on the scope of service you choose, is provided in writing during the complimentary Get Acquainted meeting. Clients can choose to implement recommendations themselves or have Stanhouse-FPM assist with the implementation and ongoing management. The firm can work in conjunction with existing attorneys, accountants and other professional advisors, or help you focus on the important points to consider as a do-it-yourselfer. Jim Stanhouse, the firm's principal has volunteered time with Clark Howard's Consumer Action Center, answering consumers financial questions. ... 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

Arthur Aust, CFP, EA, MTX
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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

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

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

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

Kenneth Downer, CFP, CPA
We are a nationally recognized financial planning and investment advisory company committed to providing fee-only counsel from a Biblical perspective. We help individuals, families and organizations proactively manage their financial resources within the setting of a professional, long-term relationship that is enjoyable as well as rewarding. Our goal is to help you achieve yours!We have offices in North Carolina, Georgia and Florida. Please visit us on the web at www.frenke.com.... See More

Kevin Woods, CFP
For over 15 years, our advisors have served individuals and families through portfolio management and effective planning. Through our partnerships with Schwab, Fidelity and TD Ameritrade, we help clients manage their portfolios according to their need for income, risk management and growth. This partnership creates transparancy and removes the conflict of interests you see in the financial services industry. We sell no insurance, no annuities, and no proprietary products. Our team of credentialed advisors will help you develop a operative financial plan you can live by. We reconcile your life with your plan every year to see that you are on track. Each advisor only serves 35-45 relationships, so they have time to focus on your investment, tax, estate, insurance and family financial needs. Contact us for a complimentary initial consultation.... See More

College planning for high school student and their parents

Bobbie Munroe CFP opened her own fee only financial planning and advisory firm in 1999. At Fraser Financial, we understand that every client is a unique individual and we work to develop strategies that are particularly well suited for the client's situation. We do not have minimums and our clients are both young and old with various backgrounds. Bobbie believes that money issues are inexorably intertwined with every other facet of life. She encourages clients to work toward a plan that integrates their financial life with their physical, spiritual, emotional, community and family life. She believes that truly integrated financial solutions are certain to provide clients with a greater sense of satisfaction in addition to a greater opportunity for financial success.... 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