Areas served: Sandy Springs, GA and surrounding North Fulton County
Sandy Springs hosts a concentrated cluster of financial advisory firms, particularly along the Perimeter Center corridor where many independent RIAs and wealth management practices serve the area's substantial professional and business-owner population. The city's proximity to major corporate employers and high median household income has attracted both fee-only fiduciary advisors and commission-based representatives from national firms. This directory provides detailed comparisons of local advisors based on credential verification, compensation models, investment philosophy, and minimum asset requirements to help you identify appropriate matches for your financial planning needs.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Goodwin Investment Advisory is the top-ranked financial advisor in the Sandy Springs area 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.
CPA Allies (Lantern Score: 83.51/100, 5 stars, 50 reviews) specifically specializes in serving women professionals, entrepreneurs, and CPA firm owners. Founded by fiduciary Jeff Morris, they focus on helping high-income earners navigate career and family transitions while managing tax strategy.
Wiser Wealth Management, Inc. (Lantern Score: 85.18/100, 5 stars, 178 reviews) is a fee-only advisory firm that specializes in serving pre-retirees, retirees, and widowed or recently single individuals. They also serve business owners, airline pilots, and inheritance beneficiaries with comprehensive wealth management and no product commissions.
The Annuity Expert (Lantern Score: 82.99/100, 4.9 stars, 101 reviews) is an independent insurance and financial advisory firm specializing specifically in annuities, retirement planning, and income strategies. They focus on helping pre-retirees and retirees optimize retirement income and develop tax-efficient retirement strategies.
ATLas Investment Advisors (Lantern Score: 80.65/100, 5 stars, 20 reviews) is a fee-only firm founded by CFP® and CPA professionals specializing in business succession planning for affluent business owners, pre-retirees, and retirees. They also handle complex tax situations unique to business owners.
None of the 24 financial advisors listed in Sandy Springs are open on weekends, so you'll need to schedule appointments during standard business hours.