Find a Financial Advisor in Forsyth County, GA

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

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We Only Work With The Best Forsyth 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 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 Forsyth County, GA


  • Financial Advisor Close to Forsyth 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

The Value of Working With the Best Financial Planners in Forsyth 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 Forsyth County, GA

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

  • Population: 228,383
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $344,500
  • Average Monthly Housing Cost: $1,628
  • Average Household Income: $128,476
  • 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 Forsyth County, GA

 

GER LOFTIN WEALTH ADVISORS, LLC

Website

(404) 419-2311

410 Peachtree Parkway, Suite 4245

Cumming, GA 30041

SEC#: 801-117350
Years in Business: 2 years

INVESTMENT PLANNING ADVISORS

Website

(770) 205-4394

327 Dahlonega Street, Suite 503
Pmb 538
Cumming, GA 30040

SEC#: 801-117561
Years in Business: 2 years

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 654-4542

1940 Ridge Gate Drive

Cumming, GA 30041

SEC#: 801-71349
Years in Business: 12 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 55 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(888) 556-3846

410 Peachtree Pkwy
Bldg 400 Ste 4245
Cumming, GA 30041

SEC#: 801-57198
Years in Business: 22 years

CHURCHILL MANAGEMENT CORP

Website

(404) 942-1354

6690 Country Lake Road

Cumming, GA 30041

SEC#: 801-4211
Years in Business: 55 years

STRATOS WEALTH PARTNERS, LTD

Website

(770) 552-1500

3830 Windermere Pkwy
Suite 302
Cumming, GA 30041

SEC#: 801-71457
Years in Business: 11 years

 


Forsyth County, GA Financial Advisor FAQs

Forsyth County is located in the north-central part of the state of Georgia in the United States. Forsyth County is part of the Atlanta Metropolitan Area and has a suburban and exurban character. The Upper Chattahoochee River sub-basin of the ACF River Basin (Apalachicola-Chattahoochee-Flint River Basin) covers the eastern two-thirds of Forsyth County, while the Etowah River sub-basin of the ACT River Basin covers the northwestern third (Coosa-Tallapoosa River Basin). Northside Hospital Forsyth, with 3,100 employees, is a top employer in Forsyth County. Forsyth is known for the Chattahoochee River National Recreation Area preserves, a series of sites along the Chattahoochee River in Georgia, United States, between Atlanta and Lake Sidney Lanier. The 48-mile (77-kilometer) stretch of the river provides public recreation opportunities and access to historic sites. Forsyth County, Georgia has many prestigious financial advisors. This occupies the north-central region, between Atlanta and the mountains of northern Georgia. It is a component of the Atlanta Metropolitan Area, with the City of Cumming functioning as its seat. Some of the major cities near the area are Birmingham, Charlotte, and Nashville. Check out the links below to route you to financial advisors close by.

Financial advisors help you to personalize your investment plan by providing tools to analyze and approach an appropriate portfolio. Combining their expertise with the best products to meet what would be appropriate for your goals, they make sure that there is a sound and monitored process in place for success.

A financial advisor provides guidance, training and knowledge to enhance a client's personal finances. They often have a comprehensive understanding of investments, retirement planning, taxes and estate planning to give you the right course of action.

If possible, find someone without any commercial interest in any product that may be recommended as it will result in truly independent advice since they won't be earning commission from selling.

Financial advisors are compensated in a variety of ways, including through commissions the investment products they sell.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.