Find a Financial Planner in DeKalb County, GA

 

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

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We Only Work With The Best DeKalb 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 DeKalb County, GA


  • Financial Advisor Close to DeKalb 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 DeKalb 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 DeKalb 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 planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in DeKalb County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
15.1% of DeKalb County'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 DeKalb County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the DeKalb County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 DeKalb 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 DeKalb 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 is a service offered by many financial advisors, planners, and other professionals in the DeKalb County area. Typically, it 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 DeKalb 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 DeKalb 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 DeKalb County, GA

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

  • Population: 749,323
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $216,600
  • Average Monthly Housing Cost: $1,216
  • Average Household Income: $91,259
  • 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 DeKalb County, 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