Find a Financial Advisor in Milton, GA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Milton 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 Milton, GA


  • Financial Advisor Close to Milton, 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 Milton, 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 Milton, GA

We evaluated over 13,000 RIA firms to bring you the best of the best Milton financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Milton, GA?

  • Population: 38,759
  • % of Population 62 Years and Over: 10.8%
  • Average Home Value: $547,100
  • Average Monthly Housing Cost: $1,841
  • Average Household Income: $197,156
  • 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 Milton, GA

 

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Website

(678) 323-3454

12630 Crabapple Road
Suite 300
Milton, GA 30004

SEC#: 801-57167
Years in Business: 21 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(877) 821-4090

212 Affirmed Court

Milton, GA 30004

SEC#: 801-60183
Years in Business: 20 years

PHILIP JAMES WEALTH MANAGEMENT, LLC

Website

(404) 446-1880

13680 Hwy 9
Suite C100
Milton, GA 30004

SEC#: 801-119808
Years in Business: 0 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(678) 455-2713

12640 Crabaple Rd
Ste 300
Milton, GA 30004

SEC#: 801-63930
Years in Business: 16 years

SIGNAL SECURITIES, INC.

Website

(404) 386-0354

730 Sable Pointe Road

Milton, GA 30004

SEC#: 801-63630
Years in Business: 16 years

SIGNAL SECURITIES, INC.

Website

(404) 386-0354

730 Sable Pointe Road

Milton, GA 30004

SEC#: 801-63630
Years in Business: 16 years

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(877) 821-4090

212 Affirmed Court

Milton, GA 30004

SEC#: 801-60183
Years in Business: 20 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(678) 455-2713

12640 Crabapple Rd
Ste 300
Milton, GA 30004

SEC#: 801-63930
Years in Business: 16 years

 


Milton, GA Financial Advisor FAQs

You should ask simple open-ended questions to take them off the script. For example, if they recommend stocks, ask why. If they recommend an annuity, ask how it works. Ask about what will happen if you stop paying. The more comfortable you make them feel talking about things other than their script the better your advice will be.
The cost of hiring a financial advisor will depend on several factors including reputation, experience, hours needed to complete desired tasks, client needs and preferences.
Before making any decisions about who to hire, you'll need to inquire into the qualifications of your potential adviser. Look at their credentials and experience since this will have a big impact on the quality of advice they can provide.
Financial advisors invest in and recommend securities, stocks, mutual funds, and other financial products to their clients. They do this by reviewing the different investments available and advising their clients on how they might best meet their particular financial goals.