Find a Financial Advisor in Decatur, GA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Decatur 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 Decatur, GA


  • Financial Advisor Close to Decatur, 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 Decatur, 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 Decatur, GA

We evaluated over 13,000 RIA firms to bring you the best of the best Decatur financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Decatur, GA?

  • Population: 24,002
  • % of Population 62 Years and Over: 15%
  • Average Home Value: $541,800
  • Average Monthly Housing Cost: $1,762
  • Average Household Income: $146,564
  • 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 Decatur, GA

 

DECATUR CAPITAL MANAGEMENT, INC.

Website

(404) 270-9838

150 East Ponce De Leon Avenue
Suite 430
Decatur, GA 30030

SEC#: 801-66165
Years in Business: 15 years

FERGUSON SHAPIRO LLC

Website

(404) 567-6771

One West Court Square
Suite 750
Decatur, GA 30030

SEC#: 801-113581
Years in Business: 3 years

CHICORY WEALTH

Website

(404) 294-5917

2786 N Decatur Road
Suite 260
Decatur, GA 30033

SEC#: 801-112089
Years in Business: 4 years

MINERVA PLANNING GROUP

Website

(404) 816-6688

315 W. Ponce De Leon Avenue
Suite 915
Decatur, GA 30030

SEC#: 801-80329
Years in Business: 7 years

EUDAIMONIA PARTNERS, LLC

Website

(678) 954-5682

160 Clairemont Avenue
Suite 200
Decatur, GA 30030

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

LESESNE CAPITAL MANAGEMENT INC

Website

(404) 231-3414

One West Court Square
Suite 727
Decatur, GA 30030

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

ANTARES WEALTH MANAGEMENT, LLC

Website

(404) 231-3414

One West Court Square
Suite 753
Decatur, GA 30030

SEC#: 801-117492
Years in Business: 2 years

CENTER STREET ADVISORS, INC.

Website

(404) 370-0696

315 West Ponce De Leon Avenue
Suite 600
Decatur, GA 30030

SEC#: 801-80344
Years in Business: 7 years

LESESNE CAPITAL MANAGEMENT INC

Website

(404) 231-3414

One West Court Square
Suite 753
Decatur, GA 30030

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

 


Decatur, GA Financial Advisor FAQs

A financial advisor's job is to help you invest your money responsibly and meet your long-term goals. This means leveraging time, interest rates, inflation, taxes and a little bit of luck to help you maximize returns while minimizing risk.
Financial advisors have access to financial markets so they can update you on the latest opportunities and strategies, including bonds, mutual funds, stocks, or insurance products that meet your needs. You should consider hiring one if your goal is to save more money or invest well during retirement--or if you need someone who will offer unbiased advice when it comes to these subject matter.
Look for advisors who are fiduciaries, meaning they work in the client's best interests. Look at websites like BrokerCheck to see if an advisor has any disciplinary actions against them.
Financial advisors can be costly, it differs based on your needs and who you go to. What's most important is that the cost of an advisor is worth more than their price, so always do your research before committing to one person for a large sum of money.