Find a Financial Planner in Clarke County, GA

 

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

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We Only Work With The Best Clarke County 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Clarke County, GA


  • Financial Advisor Close to Clarke County, 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 Clarke County 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 Clarke County 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 planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Clarke County can include managing client retirement accounts, investments, tax plans, and more.
13.2% of Clarke County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Clarke County area can create a custom plan and walk with you each step of the way.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Clarke County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Clarke County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Clarke County area is generally long-term and performed with the help of a qualified planner. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Clarke County area, it typically 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 Clarke County 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 Clarke County, GA


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

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

Find a Fee-Only Financial Planner Near Clarke County, GA

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

  • Population: 126,176
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $173,400
  • Average Monthly Housing Cost: $883
  • Average Household Income: $59,404
  • 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 Clarke County, GA


CANNON FINANCIAL STRATEGISTS, INC.

Website

(706) 548-3422

649-8 South Milledge Ave

Athens, GA 30605

SEC#: 801-79869
Years in Business: 7 years

ELWOOD & GOETZ

Website

(706) 548-1025

687 S Milledge Ave

Athens, GA 30605

SEC#: 801-109935
Years in Business: 4 years

VICKERY FINANCIAL SERVICES, INC.

Website

(706) 353-2728

190 Hawthorne Park

Athens, GA 30606

SEC#: 801-77776
Years in Business: 8 years

FAMILY WMS, LLC

Website

(404) 961-1051

490 N. Milledge Ave

Athens, GA 30601

SEC#: 801-61987
Years in Business: 18 years

CARSON ADVISORY GROUP

Website

(706) 543-6578

470 Hill St.

Athens, GA 30601

SEC#: 801-64883
Years in Business: 15 years