Find a Financial Advisor in McDonough, GA

 

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

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We Only Work With The Best McDonough 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 McDonough, GA


  • Financial Advisor Close to McDonough, 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 McDonough, 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 McDonough, GA

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

  • Population: 24,852
  • % of Population 62 Years and Over: 11.1%
  • Average Home Value: $169,000
  • Average Monthly Housing Cost: $1,155
  • Average Household Income: $70,951
  • 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 McDonough, GA

 

CAPE INVESTMENT ADVISORY, INC.

Website

(678) 583-1120

1600 Pennsylvania Ave.

Mcdonough, GA 30253

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

CAPE INVESTMENT ADVISORY, INC.

Website

(770) 880-6626

101 Hampton Street

Mcdonough, GA 30253

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

IFG ADVISORY, LLC

Website

(770) 507-7500

2330 Patrick Henry Parkway
Suite 150
Mcdonough, GA 30253

SEC#: 801-80184
Years in Business: 7 years

IFG ADVISORY, LLC

Website

(770) 507-7500

2330 Patrick Henry Parkway
Suite 150
Mcdonough, GA 30253

SEC#: 801-80184
Years in Business: 7 years

IFG ADVISORY, LLC

Website

(770) 507-7500

2330 Patrick Henry Parkway
Suite 150
Mcdonough, GA 30253

SEC#: 801-80184
Years in Business: 7 years

TLG ADVISORS, INC.

Website

(770) 389-9060

8 Macon Street

Mcdonough, GA 30253

SEC#: 801-60458
Years in Business: 20 years

CAPSOUTH PARTNERS, INC.

Website

(678) 272-7555

1200 Keys Ferry Court

Mcdonough, GA 30253

SEC#: 801-63509
Years in Business: 17 years

IFG ADVISORY, LLC

Website

(770) 507-7500

2330 Patrick Henry Parkway
Suite 150
Mcdonough, GA 30253

SEC#: 801-80184
Years in Business: 7 years

 


McDonough, GA Financial Advisor FAQs

Remember these three steps before meeting with a financial advisor: (1) Educate yourself on the services the person offers; (2) Find someone who will work within your budget, rather than pressuring you to spend more; and (3) Feel free to tell them what's important to you when it comes to personal finances. A little bit of research goes a long way.
Finding a financial advisor is made much easier by first determining what your goals are. Make sure they specialize in the type of investing you want to do, and note their experience with that kind of investment.
Some financial advisors are paid by flat fee (set amount per hour), some are paid for commission (percentage of transaction size or commission on sale).
A financial advisor's main responsibility is to provide you with the guidance and counsel that will enable you to meet your specific financial needs. A lot of what a financial advisor does involves understanding your investment objectives, risk tolerance, tax implications) and life expectancy. This enables them to give suitable recommendations for managing your finances accordingly.