Areas served: Alpharetta, Sandy Springs, Marietta, Atlanta
Goodwin Investment Advisory is an SEC-registered investment adviser founded in 2004, specializing in comprehensive retirement planning, investment management, tax planning, and financial planning for individuals seeking confidence in their financial future. Led by CFP® professionals operating under a fiduciary standard, the firm provides personalized guidance to help clients design their ideal retirement, manage wealth effectively, and minimize tax impact. They're known for their Christ-centered approach to financial stewardship and have been recognized among USA Today's Best Financial Advisory Firms of 2025, placing them in the top 1.5% of over 30,000 RIA firms.
Wiser Wealth Management is a Marietta-based fee-only financial advisory firm specializing in comprehensive wealth management and financial planning with no product commissions. Led by President Casey T. Smith and a team including CFP®-certified advisors, they serve clients through unlimited access to dedicated advisors who provide portfolio management, retirement planning, business owner planning, estate planning, and tailored financial strategies. Their fiduciary commitment and flat-fee structure eliminate conflicts of interest, making them particularly valuable for pre-retirees, widowed individuals, business owners, and families seeking holistic financial guidance.
Elm3 Financial Group is a financial and investment advisory firm in Alpharetta led by experienced licensed CPAs, Enrolled Agents, Registered Investment Advisers, and Certified Financial Planners® (CFP®). They provide comprehensive financial planning, investment management, retirement planning, tax strategy, and insurance guidance using a holistic approach. The team works closely with clients to develop personalized strategies that address their unique financial goals and help build long-term wealth and security.
Bella Advisors Inc is a financial advisory firm based in Roswell specializing in retirement planning and wealth management. Led by advisor Patrick, the firm helps clients build confident retirements by teaching them how to avoid financial pitfalls and develop personalized retirement strategies. They offer comprehensive financial planning services, investment management, and regular educational events to help clients understand their financial situation and work toward their unique retirement goals.
Solley Financial Services is an independent financial advisory firm based in Alpharetta serving individuals and families across Georgia. They provide comprehensive financial planning, investment management, retirement strategy, and wealth management services tailored to help clients build and preserve their financial futures. With deep roots in the local community, Solley Financial Services combines personalized attention with professional expertise to guide clients through major financial decisions.
TimeWise Financial is an independent financial advisory firm based in Woodstock serving the greater Atlanta area. They provide comprehensive financial planning, investment management, and insurance solutions tailored to help clients build and protect their wealth. The team combines personalized service with a fiduciary approach to ensure client interests come first.
CPA Allies is a financial planning and investment management firm specializing in serving women professionals, entrepreneurs, CPAs, and accounting firms in Atlanta. Founded by Jeff Morris, a fiduciary advisor committed to transparent, conflict-free guidance, the firm provides comprehensive financial planning across all life stages—from budget planning and debt reduction for those starting out, to retirement income optimization and legacy planning for retirees. Beyond investment management, CPA Allies offers tax strategy, insurance protection, estate planning guidance, and personalized advice for major life transitions, helping clients protect and grow their wealth with confidence.
Active Wealth Management is a fiduciary financial advisory firm in Alpharetta specializing in investment management and retirement planning for individuals and business owners. Led by Ford Stokes, the firm actively manages and rebalances client portfolios monthly without additional fees, emphasizing a disciplined approach that differs from traditional advisory models. They offer free portfolio analyses, retirement planning services, and complimentary financial seminars to help clients take control of their financial futures.
Phoenix Rising Consultants is a financial consulting firm based in Alpharetta serving the greater Atlanta area. They provide comprehensive financial advisory services to help clients build wealth, plan for retirement, and achieve their long-term financial goals. The firm combines personalized financial planning with investment management expertise to develop tailored strategies for their clients.
The Annuity Expert is an independent insurance and financial advisory firm specializing in annuities, retirement planning, and income strategies for pre-retirees and retirees in the Atlanta area. The firm provides personalized consultations to help clients understand annuity options, maximize retirement income, and create tax-efficient financial plans. They focus on delivering transparent advice tailored to individual financial goals without pushing unnecessary products.
Wickham Financial & Insurance Services is a Marietta-based total wealth management firm offering comprehensive financial planning, investment management, retirement planning, estate planning, tax strategies, and both personal and business insurance solutions. Founded on a fiduciary principle and consultative approach, they work collaboratively with clients to create custom plans that address their unique financial situations across all life stages. Their integrated service model combines financial advisory with insurance expertise to provide holistic risk management and wealth building strategies.
Marietta Wealth is a fee-only financial advisory firm in Marietta, GA specializing in comprehensive financial planning and tailored investment strategies. The firm works directly with clients through a small team of advisors to develop personalized financial plans aligned with life goals, manage investment portfolios, and provide ongoing monitoring and adjustments. As a fee-only advisor compensated directly by clients rather than through commissions, Marietta Wealth prioritizes unbiased guidance to help clients achieve financial freedom and reduce money-related anxiety.
Generational Financial Partners, led by Benjamin Yin and a team of CFP-certified advisors, specializes in comprehensive financial planning for physicians—particularly independent contractor doctors. They offer retirement planning, tax minimization strategies, student loan repayment guidance, estate planning, investment management, and business succession planning tailored to the unique financial challenges of medical professionals. Their H.E.R.O. Strategy and "Myth of the Rich Doctor" framework help physicians achieve financial clarity and generational wealth, with virtual and in-person consultations available.
Daner Wealth Management is an independent, SEC-registered investment advisor led by Marc Daner with over 30 years of experience guiding high-income earners and retirees toward financial security. The firm specializes in personalized retirement planning, tax-efficient investment strategies, wealth management, and estate protection—delivering holistic financial guidance that goes beyond investments to optimize cash flow, minimize taxes, and protect legacies. Marc Daner and Vice President Kellie Borror prioritize client-first service, adapting strategies as goals and market conditions evolve.
Madison Chase Capital Advisors is a fee-only financial advisory firm based in Alpharetta, serving clients throughout Georgia with personalized wealth management, retirement planning, and investment management services. The firm specializes in helping individuals and families build and preserve wealth through comprehensive financial planning and disciplined investment strategies. They focus on a fiduciary approach, prioritizing client interests above all else.
Compass Wealth Management is an independent, fee-only wealth management and investment advisory firm in Atlanta serving corporate executives, business owners, and retirees. They provide comprehensive financial planning with regular updates and customized investment management for approximately $300 million in assets under management. As SEC-registered fiduciaries, they operate without commissions or conflicts of interest, combining boutique personalized service with institutional resources.
Element Wealth Advisors is an independent financial advisory firm serving Atlanta-area clients with comprehensive wealth management, investment planning, and financial strategy. The team provides personalized guidance on portfolio construction, retirement planning, and long-term financial goals for individuals and families. They operate as fee-only advisors, ensuring their recommendations are aligned with clients' interests rather than commission-based incentives.
Gibbs Financial Group & Gibbs Wealth Management is a retirement-focused financial advisory firm established in 1990, specializing in individualized financial planning, active wealth management, and comprehensive retirement strategies. Led by experienced advisors, they provide customized guidance across retirement accounts (401(k)s, IRAs, 403(b)s), annuities, Social Security and Medicare planning, estate planning, and portfolio management. Their holistic approach emphasizes strong client relationships, regular communication, and balancing conservative principal protection with active market participation throughout retirement's three phases: contribution, accumulation, and distribution.
J.A. Lawrence Wealth Management is an independent financial advisory firm in Decatur offering comprehensive wealth planning, investment management, and retirement strategy services. They work with clients to build personalized financial plans aligned with their long-term goals, emphasizing a consultative approach to wealth building and preservation.
Benedetti, Gucer & Associates is an Atlanta-based wealth management firm specializing in financial advisory services for clients who have built their wealth through hard work rather than inheritance. The firm focuses on protecting and growing lifetime earnings through comprehensive financial planning, retirement strategies, and investment management. Known for rock-solid integrity and personalized service, BGA Wealth serves both self-made and established clients seeking sophisticated wealth management.
Elite Wealth Advisors LLC is an independent financial advisory firm based in Atlanta specializing in comprehensive wealth management and financial planning. The firm works with individuals and families to build personalized investment strategies, retirement plans, and long-term financial goals. Their team provides fiduciary-based advice focused on growing and protecting client wealth through strategic planning and disciplined portfolio management.
Total Choice Financial Solutions Group provides comprehensive financial services including tax preparation, accounting, financial planning, retirement planning, credit consulting, life and health insurance solutions, and business formation support. Located in Atlanta, they serve individuals and businesses with personalized strategies designed for financial security and wealth preservation. Their team combines expertise in tax compliance, financial advisory services, and notary services to deliver integrated solutions tailored to each client's unique needs.
49 Financial is an independent financial advisory firm serving Atlanta and the surrounding region with comprehensive wealth management, investment management, and financial planning services. Their team works with individuals and families to develop personalized strategies for retirement, investment growth, and long-term financial goals. They emphasize a consultative approach to help clients make informed decisions about their financial futures.
Georgia Advisory Group, LLC is an independent, fee-only fiduciary financial advisory firm founded in 1983, serving clients in Alpharetta and the greater Atlanta area. The firm provides comprehensive wealth management and retirement planning services, including portfolio management, investment strategy, tax planning, healthcare planning, estate planning, and income withdrawal strategies—not just investment management alone. With over 80 years of combined industry experience, the team takes a conservative, 'growth with protection' approach tailored to each client's unique circumstances and goals.
Merit Financial Advisors in Marietta provides comprehensive financial planning and investment management services to help clients build and preserve wealth. The team offers personalized financial strategies tailored to individual goals, including retirement planning, investment portfolio management, and comprehensive financial planning. Merit Financial Advisors operates with a focus on client-centered advice and long-term wealth building.
ATLas Investment Advisors is a fee-only financial advisory firm in Alpharetta founded by CFP® and CPA professionals Christian Mauser and Rebecca Richardson. They provide comprehensive financial planning services including retirement planning, tax strategy, estate planning, asset management, cash flow design, and investment management, with a focus on tax-efficient solutions and holistic wealth planning. As fiduciary advisors, they're compensated by assets under management rather than commissions, ensuring unbiased advice without hidden fees or upsells.
Financial Consultants Group is an independent financial advisory firm serving the Alpharetta area and surrounding communities. They provide comprehensive financial planning and investment management services to help clients build and protect their wealth. Their team works with individuals to develop personalized strategies for retirement, investments, and long-term financial goals.
InvestHER Fiduciary Solutions is an independent financial advisory firm serving Atlanta and surrounding areas with a focus on empowering women investors. They provide personalized financial planning, investment management, and retirement strategy services under a fiduciary standard, meaning they're legally obligated to act in their clients' best interests. The firm specializes in helping women build wealth and achieve long-term financial security through comprehensive, fee-based advisory services.
Phelps Financial Group, led by founder Dwain Phelps, is a financial advisory firm specializing in comprehensive retirement planning and wealth management for families, retirees, business owners, and professionals. They offer retirement income strategies, IRA/401(k) rollovers, investment management, annuities, asset protection, life insurance, tax-efficient strategies, long-term care planning, and legacy planning using a custom, three-step discovery and planning process.
Justin Scott Wesley is a financial advisor with Principal Financial Group in Marietta, offering comprehensive financial planning services including retirement planning, investment management, and insurance protection. He helps clients map out budgets, retirement income strategies, and long-term investment goals through personalized guidance and Principal's suite of financial tools and products.
Georgia Financial Advisors is an independent financial advisory firm based in Atlanta offering comprehensive wealth management, retirement planning, investment management, and financial strategy services. The firm serves individuals and families seeking personalized financial guidance to build and preserve wealth throughout their financial lives.
Heritage Wealth Planning is an independent financial advisory firm in Alpharetta specializing in comprehensive wealth management, retirement planning, and investment strategy for individuals and families. Led by experienced advisors, they focus on personalized financial planning that aligns with clients' long-term goals, offering fee-based advisory services without commission conflicts of interest.
Blue Trust is a wealth management and fiduciary advisory firm serving individuals, families, business owners, athletes, entertainers, and nonprofits across the United States. Founded on biblical principles, they provide comprehensive financial planning, investment management, estate and trust services, business consulting, family office services, and specialized guidance for high-net-worth clients. Their team combines financial expertise with faith-based values to help clients align their wealth decisions with their personal and spiritual goals.
Nicholas Wealth Management is an independent financial advisory firm in Marietta serving individuals and families throughout the Atlanta metro area. They offer comprehensive wealth management, investment management, retirement planning, and financial strategy services designed to help clients build and preserve wealth. The firm is committed to personalized financial guidance and works closely with each client to develop customized financial plans aligned with their long-term goals.
Balentine is an independent financial advisory firm based in Atlanta that specializes in comprehensive wealth management, investment management, and retirement planning for high-net-worth individuals and families. Led by experienced advisors, they take a personalized approach to financial strategy, helping clients build and preserve wealth through disciplined, research-driven investment solutions. They serve as fiduciaries, meaning they're legally obligated to act in their clients' best interests.