The Best Financial Advisors in Atlanta

Here is our List of the 10 Atlanta Financial Advisor
Modera Wealth Management

Fee-Only Financial Planners in Atlanta, GA
Modera is committed to providing you with a broad range of services to address your entire financial life. Our Georgia location offers fee-only financial planning in Atlanta and surrounding areas. Our organization exists because we want to help people achieve life goals. We stand apart in our transparency, availability, and commitment to our customers.

Proudly an Independent, Fee-Only, Fiduciary Wealth Management Firm
We proudly operate as a fee-only, independently-owned wealth management firm that acts as a fiduciary for its clients. We have built our organization in a way that puts our customers’ interest first, as evidenced by our fee-only fee structure and fiduciary responsibility.

Customized, Compassionate Financial Guidance
Those who become Modera clients have chosen what we believe we uniquely offer: compassionate, caring, customized, fee-only financial guidance.

At Modera you will enjoy a collaborative relationship with your team of financial specialists who are ready to address your needs, guide you around pitfalls, and help you to live your best financial life.

Our Services

Comprehensive Financial Planning
Investment Management
Foundation/Endowment Investing

American Financial Advisors

A positive investment experience begins with excellent, personalized, trusted service. Mike Stark, AFA Founder, discusses what we do here at AFA and how we provide for our clients.

Our loyalties are always aligned with your best interests. As a fiduciary, being independent allows us to make objective decisions on behalf of the families we serve. We help you achieve your goals through experienced guidance, discipline, asset allocation and low fees. We are committed to demonstrating our dedication to you and seek long-term relationships through these principles.

Our Strategy
As fiduciaries, we build diversified portfolios for our clients. Additionally, we offer lower fees than many other firms to keep more money on your side of the table.

Our Process
Professional advice is valuable. Combining asset allocation & discipline is smart. We understand what works. Let us help you succeed.

Our Team
We keep up with the complex financial landscape because you don’t have the time to do it. We have your best interests at heart.

What We Do

  • Professional, objective financial advice is valuable for our clients. Let us help you succeed.
  • Our fiduciary duty is to provide transparent, independent advice. Additionally, we utilize third-party custodians like Schwab and Fidelity to provide secure monitoring and reporting for all of your accounts.
  • We offer complete financial plans that give you a clear view of your overall financial picture, today and in the future.
  • We work in conjunction with your other financial professionals on estate and tax planning to make sure the other parts of your total picture are implemented for the best possible outcome.
  • The team at AFA helps create a roadmap for your future. Our work on your behalf is unbiased and always in your best interest.
2551 Roswell Road Suite 310 Marietta
Georgia Wealth Advisors

Harmon Financial Advisors is an independent wealth management firm specializing in comprehensive wealth management, investment management and retirement income planning.

Our innovative approach is rooted in three disciplines – engineering, economics, and finance – all built upon the wisdom of over 40 years in financial planning.

Clients of Harmon Financial Advisors enjoy access to our nationally-recognized expertise with the integrity and personal care of a family business. By combining our extensive experience and wisdom in financial planning with a commitment to innovation, continuous improvement and industry best practices, we deliver a truly customized experience unavailable elsewhere.

Our Services
At Harmon Financial Advisors, we offer one primary service – financial advice for you and your family for generations to come.

Planning your family’s financial future is no simple business. Each component of your financial life has a role to play and every role must be carefully considered when giving financial advice. As a result, we are passionate believers in our comprehensive approach to wealth management.

Wealth and Investment Management
Proactive wealth management is the overarching framework through which we counsel our clients. By understanding our clients’ wider circumstances, taking note of their entire financial picture and considering their individual circumstances, we offer a superior level of advice that is both appropriate and of value.

Our fresh and innovative approach to wealth management is rooted in three disciplines – engineering, economics, and finance – all built upon the wisdom of over 40 years in financial planning.

400 Perimeter Center Terrace, NE, Suite 850 Atlanta
Holcombe Financial

One of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 40 states from our home base in metro Atlanta and now have over 20 principals and more than 90 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.

Our mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.

HB has built levels of services with transparent costs designed to fit with the unique needs of your family. We believe in comprehensive wealth management involving both financial planning and investment management. For specific nonprofit or family office situations, we tailor our approach to deliver the desired services appropriate for those situations.

  • Levels & Costs
  • Financial Planning
  • Investment Management
  • Foundation & Nonprofits
  • Foundation & Nonprofits
5755 North Point Pkwy Suite 248
LPL Financial

LPL Financial Our commitment is to help you work towards achieving all your financial goals and to provide you with a confident retirement. At LPL Financial, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that can help contribute toward a secure future. We provide impeccable client service to help reduce taxes and aim to preserve assets by utilizing numerous investment products and strategies, so we can help manage our client’s lifestyle for a lifetime.

Your Process
We create strategies that are tailored to your needs and goals.

Our History
Years of experience have prepared us to guide you through your life transitions.

Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

Infinite Resources
Want to learn more about retirement, social security, or estate strategies?

Our goals are your goals
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

4200 Northside Parkway North West Building One
IRC Wealth

We believe that through financial education and planning, combined with understanding your personality and emotions, you can make better decisions and strive to achieve financial freedom sooner. Financial freedom is more than words on a page or numbers in a spreadsheet, it’s about choices. It’s about being able to decide every day what you want to do. It’s about owning your life.

Do you struggle to know what is the best thing to do when it comes to your money? Do you find that it’s difficult to get clear answers when it comes to financial conversations? From big decisions to small ones we are here to help you to make good financial choices.

At IRC Wealth we offer a boutique personalized CFO service to all of our clients. We work with you to strategically develop a wealth-building plan that combines goal setting, planning, execution, and review of all your financial needs whether they be personal or business. We help coordinate your team of trusted advisors to assist you in achieving your specific goals.

Financial Planning That Makes Sense
When it comes to your finances, the options for creating financial wealth can seem complicated and overwhelming. As a recognized leader in the financial planning industry, we customize a clear and simple financial plan to meet your specific needs.

  • FINANCIAL GOALS
  • SAVINGS PLANS
  • CASH FLOW MANAGEMENT
  • ESTATE PLANNING
  • DEBT ELIMINATION PLANNING
  • RISK MANAGEMENT
  • RETIREMENT PLANNING
  • 401(K) ADVISING SERVICES
3050 Peachtree Road NW Suite 220 Atlanta
JPH Advisory Group

Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards.

Gratus is here to help you shape your financial independence. We see money as an empowering tool, enabling individuals and families to realize their dreams and helping institutions in their pursuit of worthy undertakings.

What We Do

Navigating the Risks and Rewards of Wealth
Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards.

Investment Management
We provide investment capabilities across traditional and alternative asset classes to individual investors and institutional investors.

Integrated Financial Planning
Find a path to financial independence through our signature cash flow discipline, thoughtful planning and measured investments.

Family Wealth Advisory
Discover the power of coordinated high net worth family wealth planning with Gratus as your Personal Wealth Advocate.

3350 Riverwood Pkwy, Suite 1550 Atlanta
Paces Ferry

A Certified Financial PlannerTM can provide you with experience and vision to guide you along the way toward your financial goals.

Clients are at the center of everything we do. We succeed only when our clients are happy — when goals are met and they are down their path to financial freedom.

We honor our fiduciary duty above all. We practice transparency and full disclosure and foster the highest level of two-way communication. We are here for our clients through every phase of their financial lives — to identify and set goals, create an operational plan and ensure the highest level of support along the way.

Don’t take more risk than is needed.
Creating your Paces Ferry Wealth plan and personalized investment strategy overseen by professionals enables you to make more informed decisions with increased confidence.

Your wealth plan is a calculated, comprehensive approach to managing risk, assets, and your overall wealth so that we can best meet your individual goals. The plan will likely include cash management advice, taxation strategies, an estate structure, savings and investment strategy, all designed specifically for you.

2849 Paces Ferry Road SE, Suite 660 Atlanta, GA 30339
Pathway Financial Advisors

Our sole purpose is to be your trusted advisor.

Our integrated, fee-only financial planning combines all aspects of our clients’ finances, including investment management to develop a cohesive strategy focused on their specific, evolving needs.

We work with our clients to identify opportunities, limit financial risks, minimize tax liabilities, and plan a lifetime financial strategy.

Our Financial Services

  • Investment Management
  • Estate Planning
  • Tax Planning
  • Risk Management
  • Retirement Planning
  • Legacy Planning
  • Personal CFO

Your experience with Pathway
As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.

Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.

2000 Riveredge Parkway, Suite 640 Atlanta
Resource Planning Group

Top Financial Planner for Every Stage of Life
You are trying to do the best for your family. Yet, life can be full of twists and turns. For most, effective management is less about home-run rates of return and other financial jargon. More often the questions are “how do we keep more of what we earn?” and “how can we be more efficient with our resources so that we can do the things that we desire for our family today and in the future?”

The right road map, coupled with a tested process and trusted guides to reassure and point the way, can produce better outcomes, reduce stress and create financial peace of mind. We call this the Flywheel Effect™.

Our proprietary program of managing and coordinating all aspects of finances in every life-stage can make a big difference for you. A key tenet of the RPG Flywheel Effect is that decisions made in non-investment areas of finance greatly impact the overall financial health of individuals and families. Seemingly small decisions made today can have tremendous impact. By asking the right questions sooner in life, you can reach your goals more reliably and with less risk.

If you see yourself as a family steward, please know that Resource Planning Group (RPG) can help you at every age and stage of life. You don’t have to guess or wonder if you’ve got it right. As partners on the path, RPG advisors will coach you every step of the way.

 

10 Glenlake Parkway South Tower, Suite 150 Atlanta

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria