Find a Financial Planner in Cobb County, GA

 

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

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We Only Work With The Best Cobb 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 Cobb County, GA


  • Financial Advisor Close to Cobb 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 Cobb County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Cobb County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Cobb County 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.
15.1% of Cobb 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 Cobb County area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Cobb County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Cobb County 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. Financial advisors in the Cobb County area often offer tax planning services to their clients. 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 Cobb 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 Cobb 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 Cobb 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 Cobb County, GA

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

  • Population: 751,218
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $256,000
  • Average Monthly Housing Cost: $1,264
  • Average Household Income: $104,969
  • 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 Cobb County, GA


SENTARA CAPITAL

Website

(770) 509-5305

3225 Shallowford Road Ne
Suite 900
Marietta, GA 30062

SEC#: 801-119758
Years in Business: 0 years

BAER WEALTH MANAGEMENT

Website

(770) 984-2312

101 Village Parkway
Building 1, Suite 200
Marietta, GA 30067

SEC#: 801-118667
Years in Business: 1 years

MARIETTA WEALTH MANAGEMENT, LLC

Website

(404) 549-6930

472 N. Sessions Street
Unit #24
Marietta, GA 30060

SEC#: 801-106784
Years in Business: 5 years

AMERICAN FINANCIAL ADVISORS, LLC.

Website

(770) 977-2434

2551 Roswell Road
Suite 310
Marietta, GA 30062

SEC#: 801-60761
Years in Business: 19 years

NARWHAL CAPITAL MANAGEMENT

Website

(770) 344-0172

531 Roselane Street
Suite 420
Marietta, GA 30060

SEC#: 801-66563
Years in Business: 15 years

CAPITAL MANAGEMENT ADVISORS INC

Website

(770) 422-4606

Two Parkway Center
1800 Parkway Pl Se, Ste 850
Marietta, GA 30067

SEC#: 801-40001
Years in Business: 29 years

YEOMANS CONSULTING GROUP, INC.

Website

(770) 427-5227

61 Atlanta Street Se

Marietta, GA 30060

SEC#: 801-96287
Years in Business: 6 years