Find a Financial Planner in Marietta, GA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

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.

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 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

 

How Can a CFP® in Marietta 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 Marietta 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Marietta typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
15.9% of Marietta'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 Marietta area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Marietta area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Marietta area an ongoing effort.
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 Marietta 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 involves working with an attorney or financial advisor in the Marietta 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Marietta area when dealing with high-interest credit card debt and private student loans.

 

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.
  • This field is for validation purposes and should be left unchanged.


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: 5 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