Find a Financial Advisor in Marietta, GA

 

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

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We Only Work With The Best Marietta 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 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 Marietta, GA


  • Financial Advisor Close to Marietta, 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 Marietta, 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 Marietta, GA

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

  • Population: 60,544
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $290,600
  • Average Monthly Housing Cost: $1,154
  • Average Household Income: $85,402
  • 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 Marietta, GA

 

SENTARA CAPITAL

Website

(770) 509-5305

3225 Shallowford Road Ne
Suite 900
Marietta, GA 30062

SEC#: 801-119758
Years in Business: 0 years

BAER WEALTH MANAGEMENT

Website

(770) 984-2312

101 Village Parkway
Building 1, Suite 200
Marietta, GA 30067

SEC#: 801-118667
Years in Business: 1 years

MARIETTA WEALTH MANAGEMENT, LLC

Website

(404) 549-6930

472 N. Sessions Street
Unit #24
Marietta, GA 30060

SEC#: 801-106784
Years in Business: 6 years

AMERICAN FINANCIAL ADVISORS, LLC.

Website

(770) 977-2434

2551 Roswell Road
Suite 310
Marietta, GA 30062

SEC#: 801-60761
Years in Business: 19 years

NARWHAL CAPITAL MANAGEMENT

Website

(770) 344-0172

531 Roselane Street
Suite 420
Marietta, GA 30060

SEC#: 801-66563
Years in Business: 15 years

CAPITAL MANAGEMENT ADVISORS INC

Website

(770) 422-4606

Two Parkway Center
1800 Parkway Pl Se, Ste 850
Marietta, GA 30067

SEC#: 801-40001
Years in Business: 29 years

YEOMANS CONSULTING GROUP, INC.

Website

(770) 427-5227

61 Atlanta Street Se

Marietta, GA 30060

SEC#: 801-96287
Years in Business: 6 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(770) 587-4344

777 Bedford Oaks Drive

Marietta, GA 30068

SEC#: 801-68114
Years in Business: 14 years

CAPE INVESTMENT ADVISORY, INC.

Website

(678) 627-0290

1080 Brockton Close

Marietta, GA 30068

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

 


Marietta, GA Financial Advisor FAQs

Financial advisors get compensated in a variety of ways, including wealth management fees and commissions for selling insurance.
You should always get advice from someone you know and trust before making decision. A financial advisor is just one tool in your toolbox that can be helpful when it comes time to plan for retirement or buy a home or save money.
The single most important thing to look for is an advisor's transparency. Find out how he/she invests their own money, what they charge, and if they charge separately for other services.
As with choosing any product or service, it's not enough to ask your friends about their experiences. You need to talk to people who specialize in the field and/or check current rankings of financial advisors on sites