Find a Financial Advisor in Morgan County, GA

 

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

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We Only Work With The Best Morgan County 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 Morgan County, GA


  • Financial Advisor Close to Morgan County, 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 Morgan County, 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 Morgan County, GA

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

  • Population: 18,507
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $229,900
  • Average Monthly Housing Cost: $880
  • Average Household Income: $87,406
  • 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 Morgan County, GA

 

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(706) 342-0030

304 South Main Street

Madison, GA 30650

SEC#: 801-76973
Years in Business: 9 years

 


Morgan County, GA Financial Advisor FAQs

A financial advisor is a person who is qualified to give you advice about certain financial products. A qualified financial advisor needs a post-graduate degree, must maintain ongoing professional education, and be a member of a state or national securities industry association.
Expect transparency, honesty, and personalized care. A financial advisor should be able to sit down with you and learn about your financial situation by asking about your goals. They should also provide with insights on how to most effectively pursue those goals.
There are many different ways that financial advisors get paid, but the most common model is on a fee-based basis. You pay for all of your services up front, and then there are no other fees or commissions to worry about.
The most important consideration is to find a professional who understands your specific situation and has expertise in managing people in that same situation. It's important to match the skill set of the advisor with your needs.