Financial Advisors
Alpharetta, GA
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.
Ideal for: Pre-retirees and retirees seeking comprehensive planning, high-net-worth families wanting tax-efficient strategies, individuals prioritizing principal protection and stable income
Service area: Alpharetta, Georgia and Greater Atlanta Metro
Fee-Only Fiduciary Model: Independent firm with no bank or brokerage ownership, operating under a transparent fee-only structure rather than commissions, ensuring advice is solely in the client's interest.
Comprehensive Retirement Planning: Goes beyond portfolio management to address investment strategy, income planning, tax optimization, healthcare planning, estate planning, and frequent monitoring—all in one customized plan.
Institutional-Grade Experience: Team includes professionals with decades of financial industry experience and access to institutional research, data, and tools typically reserved for large institutional investors.
Address: 2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009
Phone: (770) 746-6511
Website: gaadvisorygroup.com
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