Find a Financial Advisor in Clarke County, GA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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.
  • This field is for validation purposes and should be left unchanged.


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

EUDAIMONIA PARTNERS, LLC

Website

(706) 215-5592

824 S. Milledge Avenue
Suite 207
Athens, GA 30605

SEC#: 801-107836
Years in Business: 5 years

IFG ADVISORY, LLC

Website

(770) 353-6319

1077 Baxter Street
Suite 600
Athens, GA 30606

SEC#: 801-80184
Years in Business: 7 years

MARINER PLATFORM SOLUTIONS, LLC

Website

(706) 426-4113

367 Prince Avenue
Suite E
Athens, GA 30601

SEC#: 801-117332
Years in Business: 2 years

IFG ADVISORY, LLC

Website

(770) 353-6319

1077 Baxter Street
Suite 600
Athens, GA 30606

SEC#: 801-80184
Years in Business: 7 years

 


Clarke County, GA Financial Advisor FAQs

A financial advisor for a company typically helps employees to manage their money-related matters such as investments, pensions, and retirement plans.
Research, do your homework and look through the company's past performance of investment strategies.
Financial advisors offer a lot - they're knowledgeable in tax law and can help protect you against frivolous lawsuits aimed at your assets; they fend off investment fraud; they make complicated planning easy; and they often come with an intimate knowledge about which vehicles are best equipped to reach your goals.
Financial advisors can get paid in cash, commission, or a combination of both. In the event that the advisor is receiving a salary from their company and not a commission, they might simply expect a bonus at the end of the year for meeting their yearly goals.