Find a Financial Advisor in Jasper, GA

 

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

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We Only Work With The Best Jasper 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 Jasper, GA


  • Financial Advisor Close to Jasper, 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 Jasper, 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 Jasper, GA

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

  • Population: 3,850
  • % of Population 62 Years and Over: 20.5%
  • Average Home Value: $195,400
  • Average Monthly Housing Cost: $862
  • Average Household Income: $77,822
  • 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 Jasper, GA

 

KIKER WEALTH MANAGEMENT, LLC

Website

(706) 253-7285

788 W Church Street

Jasper, GA 30143

SEC#: 801-79392
Years in Business: 7 years

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 289-0045

11389 Big Canoe

Jasper, GA 30143

SEC#: 801-71349
Years in Business: 11 years

 


Jasper, GA Financial Advisor FAQs

This is an issue that does not come with a single, simple answer. If you are knowledgeable about investments and want to do your own investing but also like having access to greater knowledge and expertise when needed, then I’d recommend pairing up with a financial advisor (it can cost 1% of your assets under management every year). Between the two of you, you’ll create a more personalized plan for achieving whatever it is that each one of you is after in terms of money.
Financial advisors are usually independent agents, who work on behalf of the individual or company providing services. The objective for this type of adviser is to qualify prospects, build an initial portfolio through gathering information about their financial goals and objectives, and develop a realistic long-term plan that outlines how they might reach their goals.
You want an advisor who will act in your best interest and who won't charge you fees beyond what is required. Look for someone that has experience, training, and references. Once you've found someone you like, explaining your investments might be helpful too.
When you feel that the stress of financial planning is affecting your emotional well-being.