Find a Financial Planner in Columbus, GA

 

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

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We Only Work With The Best Columbus 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 Columbus, GA


  • Financial Advisor Close to Columbus, 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 Columbus Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Columbus area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Columbus is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
15.8% of Columbus'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 Columbus area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Columbus 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 Columbus area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Columbus area who determine what breaks are available to you to minimize your tax payments. 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 Columbus 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 Columbus 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 Columbus, 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 Columbus, GA

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

  • Population: 195,739
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $153,400
  • Average Monthly Housing Cost: $919
  • Average Household Income: $65,942
  • 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 Columbus, GA


THE MONEY ADVISOR GROUP, LLC

Website

(706) 256-0115

2101 Brookstone Centre Parkway
Suite 200
Columbus, GA 31904

SEC#: 801-110519
Years in Business: 4 years

SYNOVUS SECURITIES, INC.

Website

(706) 649-2327

1137 First Avenue - 2nd Floor

Columbus, GA 31901

SEC#: 801-19690
Years in Business: 37 years

GREATMARK INVESTMENT PARTNERS, INC.

Website

(706) 327-2128

6001 River Rd
Suite 300
Columbus, GA 31904

SEC#: 801-29945
Years in Business: 34 years