Find a Financial Planner in Fulton County, GA

 

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We Only Work With The Best Fulton County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Fulton County, GA


  • Financial Advisor Close to Fulton 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 Fulton County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Fulton County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Fulton County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
14.4% of Fulton County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Fulton County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Fulton County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Fulton County area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Fulton County area is generally long-term and performed with the help of a qualified planner. 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 in the Fulton County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 Fulton 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 Fulton 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 Fulton County, GA

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

  • Population: 1036,200
  • % of Population 62 Years and Over: 14.4%
  • Average Home Value: $319,500
  • Average Monthly Housing Cost: $1,317
  • Average Household Income: $113,594
  • 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 Fulton County, GA


CARTER, TERRY & COMPANY, INC.

Website

(404) 364-2070

3060 Peachtree rd Nw
Suite 1200
Atlanta, GA 30305

SEC#: 801-113129
Years in Business: 3 years

INVESCO ADVISERS, INC.

Website

(404) 892-0896

1555 Peachtree Street, N.E.

Atlanta, GA 30309

SEC#: 801-33949
Years in Business: 32 years

MONTAG

Website

(404) 522-5774

133 Peachtree Street
2500 Georgia Pacific Center
Atlanta, GA 30303

SEC#: 801-17671
Years in Business: 38 years

OAKBRIDGE PARTNERS, LTD.

Website

(404) 231-3414

3630 Peachtree Road Ne
Suite 940
Atlanta, GA 30326

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

ASSET PRESERVATION ADVISORS INC

Website

(404) 261-1333

3344 Peachtree Road, Ne
Suite 2050
Atlanta, GA 30326

SEC#: 801-41636
Years in Business: 29 years

PIA, LLLP

Website

(770) 698-5500

Six Concourse Pkwy
Suite 600
Atlanta, GA 30328

SEC#: 801-35040
Years in Business: 31 years

BUILDER INVESTMENT GROUP

Website

(404) 233-9341

Tower Place 100, Suite 1775
3340 Peachtree Road, N.E.
Atlanta, GA 30326

SEC#: 801-19907
Years in Business: 37 years

MARCO INVESTMENT MANAGEMENT LLC

Website

(404) 504-8600

1100 Atlanta Financial Center
3353 Peachtree Road Ne
Atlanta, GA 30326

SEC#: 801-55605
Years in Business: 23 years

LINDNER CAPITAL ADVISORS, INC.

Website

(770) 977-7779

3350 Riverwood Parkway
Suite 2215
Atlanta, GA 30339

SEC#: 801-54866
Years in Business: 23 years

CAPITAL DIRECTIONS LLC

Website

(404) 237-8881

400 Northridge Road
Suite 350
Atlanta, GA 30350

SEC#: 801-57269
Years in Business: 21 years