Find a Financial Planner in Decatur, GA

 

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

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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 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 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

 

How Can a CFP® in Decatur 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 Decatur area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Decatur can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
15.0% of Decatur'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 Decatur area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Decatur area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Decatur 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 Decatur 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 Decatur 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Decatur area when dealing with high-interest credit card debt and private student loans.

 

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.
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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: 3 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: 6 years