Best Financial Advisors in Marietta, 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.

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.

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.

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.

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.

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.

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.

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.

AnnuityUSA is a financial advisory firm based in Marietta specializing in annuity products, retirement income planning, and investment strategies. The firm helps clients navigate complex retirement decisions and create income streams tailored to their financial goals. They work with individuals seeking professional guidance on securing stable retirement income through annuities and complementary financial strategies.

Vita Financial is an independent financial advisory firm in Marietta offering comprehensive financial planning, investment management, and insurance solutions. Founded to help clients build and protect their wealth, they provide personalized strategies tailored to individual goals and life circumstances. Their team works as fiduciaries, putting client interests first in all recommendations.

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.