Areas served: Alpharetta, GA and surrounding North Fulton County
Alpharetta's concentration of affluent households and corporate executives has created a sophisticated financial advisory market serving technology professionals, business owners, and families throughout North Fulton County. The area's financial advisors range from independent fee-only fiduciaries to representatives of major wirehouse firms, each offering distinct approaches to wealth management, retirement planning, and estate coordination. This directory provides structured comparisons of credentials, compensation models, minimum asset requirements, and service specializations to help match clients with appropriate advisory relationships.
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.
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.
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.
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.
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.
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.
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.
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.
M Wealth Group is a financial advisory firm based in Alpharetta specializing in comprehensive wealth management, investment management, and retirement planning for individuals and families. The team provides personalized financial strategies, portfolio management, and ongoing financial guidance to help clients build and preserve wealth throughout their lifetime.
Owenby Jones Wealth Management is an independent financial advisory firm in Alpharetta specializing in comprehensive wealth management, financial planning, and investment management for individuals and families. The firm combines legal expertise with financial strategy to help clients build and preserve wealth through personalized planning tailored to their unique goals and circumstances.
Capital Investment Advisors is a wealth management and retirement planning firm serving Atlanta and the Southeast since 1996. Their experienced advisors provide personalized investment planning, retirement income strategies, and comprehensive wealth management designed around clients' life goals and values. They're recognized as one of Atlanta's 25 largest money managers and financial advisory firms, with offices across multiple locations and a focus on helping families transition into retirement with confidence.
SignatureFD is an independent financial advisory firm based in Atlanta that provides comprehensive wealth management and financial planning services to individuals and families. Their team of advisors works with clients to develop personalized financial strategies covering investment management, retirement planning, and overall wealth optimization. They focus on delivering fiduciary-level advice and building long-term client relationships.
Goodwin Investment Advisory is the top-ranked financial advisor in Alpharetta with a Lantern Score of 85.36/100 and a 5-star rating from 237 reviews. Founded in 2004, they specialize in comprehensive retirement planning, investment management, and tax planning, and are particularly well-suited for pre-retirees, retirees, and high-net-worth individuals seeking faith-integrated financial planning.
Generational Financial Partners, led by Benjamin Yin with a Lantern Score of 82.70/100, specializes in comprehensive financial planning for physicians, including independent contractor doctors and those considering 1099 transitions. The firm's CFP-certified advisors focus on helping high-income medical professionals manage complex financial situations and student debt.
Multiple top-ranked firms serve business owners, including Elm3 Financial Group (Lantern Score 84.39/100), which specializes in tax-integrated planning for business owners with stock compensation, and Active Wealth Management (Lantern Score 83.42/100), which focuses on investment management and retirement planning for business owners. Solley Financial Services (Lantern Score 83.75/100) also serves business owners managing personal finances alongside their companies.
Bella Advisors Inc (Lantern Score 83.94/100) specializes in helping recent retirees and those seeking personalized retirement strategies, with particular focus on families concerned about recession impact on retirement savings. Gibbs Financial Group & Gibbs Wealth Management (Lantern Score 81.82/100), established in 1990, also specializes in retirement-focused planning with active portfolio management and tax-conscious strategies.
Wiser Wealth Management (Lantern Score 85.18/100) is a fee-only financial advisory firm with no product commissions, specializing in comprehensive wealth management and serving pre-retirees, business owners, and inheritance beneficiaries. Madison Chase Capital Advisors (Lantern Score 82.17/100) and Georgia Advisory Group, LLC (Lantern Score 81.37/100) are also fee-only fiduciary firms serving the Alpharetta area.
Elm3 Financial Group (Lantern Score 84.39/100) is led by experienced CPAs and Registered Investment Advisers offering tax-integrated planning, particularly for high-income professionals. Daner Wealth Management (Lantern Score 82.45/100), led by Marc Daner with over 30 years of experience, specializes in tax-efficient strategies for high-income earners and retirees.