Find a Financial Planner in Atlanta, GA


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We did the hard work of finding trustworthy partners in Atlanta, GA.

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We Only Work With The Best Atlanta Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA


All of our partners are credible — No conflicts of interest and no disciplinary history


Our Process for Choosing
An Independent Financial Advisor in Atlanta, GA

  • Financial Advisor Close to Atlanta, GA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs


How Can a CFP® in Atlanta Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Atlanta area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planners in Atlanta offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
14.0% of Atlanta's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Atlanta area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Atlanta area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Atlanta area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Atlanta area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Georgia has unique laws defining which actions trigger a taxable event and has the 16th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Atlanta area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Atlanta area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.


The Value of Working With the Best Financial Planners in Atlanta, GA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Atlanta, GA

We evaluated over 13,000 RIA firms to bring you the best of the best Atlanta financial advisors.
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How Retirement-Friendly is Atlanta, GA?

  • Population: 488,800
  • % of Population 62 Years and Over: 14%
  • Average Home Value: $317,800
  • Average Monthly Housing Cost: $1,255
  • Average Household Income: $106,300
  • Georgia Total Tax Burden: 7.91% (16th Lowest in U.S.)
  • Georgia Property Tax: 2.59% (18th Lowest in U.S.)
  • Georgia Individual Income Tax: 2.38% (23rd Highest in U.S.)
  • Georgia Sales and Excise Tax: 2.94% (15th Lowest in U.S.)

The Top Financial Advisor Firms in Atlanta, GA



(404) 364-2070

3060 Peachtree rd Nw
Suite 1200
Atlanta, GA 30305

SEC#: 801-113129
Years in Business: 3 years



(404) 892-0896

1555 Peachtree Street, N.E.

Atlanta, GA 30309

SEC#: 801-33949
Years in Business: 32 years



(404) 522-5774

133 Peachtree Street
2500 Georgia Pacific Center
Atlanta, GA 30303

SEC#: 801-17671
Years in Business: 38 years



(404) 231-3414

3630 Peachtree Road Ne
Suite 940
Atlanta, GA 30326

SEC#: 801-11563
Years in Business: 45 years



(404) 261-1333

3344 Peachtree Road, Ne
Suite 2050
Atlanta, GA 30326

SEC#: 801-41636
Years in Business: 29 years



(770) 698-5500

Six Concourse Pkwy
Suite 600
Atlanta, GA 30328

SEC#: 801-35040
Years in Business: 31 years



(404) 233-9341

Tower Place 100, Suite 1775
3340 Peachtree Road, N.E.
Atlanta, GA 30326

SEC#: 801-19907
Years in Business: 37 years



(404) 504-8600

1100 Atlanta Financial Center
3353 Peachtree Road Ne
Atlanta, GA 30326

SEC#: 801-55605
Years in Business: 23 years



(770) 977-7779

3350 Riverwood Parkway
Suite 2215
Atlanta, GA 30339

SEC#: 801-54866
Years in Business: 23 years



(404) 237-8881

400 Northridge Road
Suite 350
Atlanta, GA 30350

SEC#: 801-57269
Years in Business: 21 years