Financial Advisors in Sandy Springs, Georgia (Fulton County)

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

Brian Huey, CFP, MBA
About Redwood Wealth Management, LLC:
Your wealth is simply a means to an end. A way to live the life you desire. True wealth management helps you design solutions for your own set of financial challenges with the ultimate goal of helping you achieve that life. The advisors at Redwood take a personalized approach in helping you preserve, enhance, and ultimately transfer your wealth according to your own unique set of values and desires. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offer solutions for all areas and stages of your life. ... See More

Services include Financial Advisor and Wealth Management.

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

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

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

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.

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

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

Dogwood Capital Management is an independent private wealth management firm that provides comprehensive financial planning and investment management services for high-net-worth individuals and families. Most of our clients are retired. We are uniquely positioned to help retirees achieve their financial goals and have designed our firm’s service offering around these clients.... 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

Desmond Quigley, CFP, EA
Quigley Financial, LLC is a full service financial planning firm dedicated to leading our clients along the road to financial independence. We specialize in a close, long term relationship with individuals and small businesses. This relationship involves investments, tax planning and preparation, retirement planning, employee benefits, insurance and estate planning.
For those individuals and businesses who are not ready for the full financial planning relationship, Quigley Financial offers financial reviews and specific financial planning services on an hourly basis.
As a Fee-Only firm, Quigley Financial is a fiduciary and accepts compensation from no entity other than our clients. ... 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