Financial Advisors in Cartersville, Georgia (Bartow County)

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

Cliff O'Conner, ChFC, CPWA

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

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

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

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

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

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

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