Find a Financial Advisor in Rome, GA

 

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

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We Only Work With The Best Rome 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 Rome, GA


  • Financial Advisor Close to Rome, 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 Rome, 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 Rome, GA

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

  • Population: 36,332
  • % of Population 62 Years and Over: 18.8%
  • Average Home Value: $166,600
  • Average Monthly Housing Cost: $762
  • Average Household Income: $63,754
  • 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 Rome, GA

 

DEMPSEY LORD SMITH, LLC

Website

(706) 238-9575

901 N Broad Street
Suite 400
Rome, GA 30161

SEC#: 801-108087
Years in Business: 5 years

SGL FINANCIAL, LLC

Website

(630) 532-2993

916 Radio Springs Road Sw

Rome, GA 30165

SEC#: 801-96223
Years in Business: 6 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years

CORECAP ADVISORS, LLC

Website

(706) 234-9920

329 Broad Street

Rome, GA 30161

SEC#: 801-72687
Years in Business: 10 years

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Website

(706) 292-3600

1605 Martha Berry Boulevard Nw

Rome, GA 30165

SEC#: 801-71421
Years in Business: 11 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years

STARR-MATHEWS FINANCIAL, LLC

Website

(706) 232-8348

605 East First Street
Suite 102
Rome, GA 30161

SEC#: 801-113164
Years in Business: 3 years

CORECAP ADVISORS, LLC

Website

(706) 234-9920

329 Broad Street

Rome, GA 30161

SEC#: 801-72687
Years in Business: 10 years

TRIAD ADVISORS, LLC

Website

(706) 237-6771

715 Avenue A

Rome, GA 30165

SEC#: 801-55518
Years in Business: 23 years

 


Rome, GA Financial Advisor FAQs

The price of a financial advisor will depend on background, rates of return, the types of investments they specialize in, their clientele and many other factors.
Financial advisors work primarily with high-net-worth individuals. A financial advisor works with clients to plan for costs, investing, costs throughout the retirement years, estate plans, charitable giving and more. They are often at the front of educational seminars highlighting ways to invest in growth markets overseas or how understanding inflation can affect your investments.
The cost of a financial advisor depends. For instance, some advisors charge the client an hourly fee per meeting, while others work on a per-transaction basis or a percentage of assets invested.
If this is your first time investing, then yes. A financial advisor can help you get started by suggesting what are some reasonable investment goals that are attainable for you based on your current situation and income level.