Best Financial Advisors in Atlanta, Georgia

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Buckhead Wealth Management is an independent financial advisory firm serving Atlanta and surrounding areas with comprehensive wealth management, investment management, and financial planning services. The firm specializes in helping high-net-worth individuals and families build, protect, and grow their wealth through personalized strategies tailored to their unique financial goals.

Ty J. Young, Inc. Wealth Management is an independent financial advisory firm serving Atlanta and the Southeast with comprehensive wealth management, investment management, and financial planning services. Founded by Ty J. Young, the firm specializes in helping clients build and protect their wealth through personalized strategies tailored to individual goals and circumstances. Their team combines deep financial expertise with a client-first approach to deliver ongoing portfolio management, retirement planning, and strategic financial guidance.

Attend Wealth Inc. is a physician-focused financial advisory firm in Atlanta founded by and for doctors. They provide comprehensive wealth management services including retirement planning, investment management, student loan debt guidance, tax planning, insurance planning, estate planning, and contract review—all tailored to the unique financial challenges physicians face from residency through retirement. Their physician-led advisory board ensures strategies are designed around the realities of medical careers.

Paces Ferry Wealth Advisors is an independent financial advisory firm serving Atlanta and the surrounding region. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy tailored to individual clients' goals. The team focuses on personalized guidance to help clients build and preserve wealth through thoughtful, strategic planning.

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.

Chandler Wealth Management is a fiduciary financial advisory firm specializing in retirement planning and wealth management for individuals and couples at all economic levels. Located in the Atlanta area, they provide comprehensive strategies for Social Security optimization, investment management, and long-term financial goal planning to help clients make their retirement nest eggs work effectively. They work with clients ranging from $50,000 to $5,000,000+ in assets, focusing on sustainable retirement lifestyle planning over 30+ year horizons.

Lock Wealth Management is an independent, fee-only registered investment advisor founded by CFP® practitioner Ben Loughery, specializing in comprehensive retirement planning and wealth management for people aged 50+. The firm helps pre-retirees and retirees transition confidently from saving to spending through personalized plans covering retirement income timing, Social Security coordination, tax-efficient withdrawals, estate planning, insurance review, and cash flow planning. Lock Wealth manages all available assets to deliver fully integrated financial advice, serving clients across the United States remotely with a focus on reducing complexity and building long-term 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.

Mercer Advisors Atlanta is an independent wealth management firm providing comprehensive financial planning, investment management, and retirement strategy services to clients throughout the Atlanta area. The firm takes a fee-only approach, eliminating conflicts of interest and ensuring personalized advice tailored to each client's specific goals. They serve individuals, families, and business owners seeking integrated financial guidance across all life stages.

Iron Oaks Wealth Advisors is an Ameriprise Financial Services practice located in Atlanta that provides comprehensive financial planning and investment management to individuals and families. The team helps clients build and protect their wealth through personalized strategies covering retirement planning, investment management, and financial goal setting. As part of Ameriprise's network, they combine fiduciary advice with access to a broad range of financial products and services.

Henssler Financial is an independent, fee-only financial advisory firm based in Kennesaw serving individuals and families throughout Georgia. They provide comprehensive wealth management, investment management, retirement planning, and financial planning services tailored to help clients build and preserve wealth. As a fiduciary firm, Henssler Financial is committed to acting in clients' best interests without the conflicts of commission-based compensation.

EP Wealth Advisors is a financial advisory firm serving clients in the Atlanta area with comprehensive wealth management and financial planning services. The team provides personalized guidance on investments, retirement planning, and overall financial strategy to help clients build and protect their wealth. Based in downtown Atlanta, they focus on delivering tailored solutions for individuals and families looking to optimize their financial future.

Haven Wealth Advisors is a financial advisory firm located in Atlanta that provides comprehensive wealth management and financial planning services to individuals and families. Based in the Peachtree corridor, they offer personalized guidance on investments, retirement planning, and wealth strategy tailored to each client's unique financial goals.

True Square Financial is an Atlanta-based financial advisory firm specializing in comprehensive wealth management and financial planning for individuals and families. They provide personalized guidance on investment strategy, retirement planning, and long-term financial goals. The firm is committed to helping clients build and protect their wealth through tailored financial solutions.

CPC Advisors is a financial consulting firm based in Atlanta specializing in strategic financial planning and advisory services for individuals and businesses. Led by experienced consultants, they provide personalized guidance on investment strategy, retirement planning, and comprehensive financial management to help clients achieve their long-term financial goals.

Edward Jones financial advisor Paul D Harrison provides personalized investment management, retirement planning, and wealth management services to individuals and families in the Atlanta area. As part of the Edward Jones network, he offers comprehensive financial planning guidance with a focus on long-term client relationships and local service.

Greenwood Wealth Management is a financial advisory firm based in Atlanta that helps clients build and manage their wealth through personalized consulting services. Located in the heart of Peachtree Street, they work with individuals to develop comprehensive financial strategies tailored to their unique goals and circumstances.

Signature Wealth Management Group is an Atlanta-based financial advisory firm specializing in comprehensive wealth management and financial planning for high-net-worth individuals and families. Led by experienced financial advisors, they provide personalized investment management, retirement planning, and strategic financial guidance to help clients build and preserve wealth.