Find a Financial Advisor in Roswell, GA

 

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

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We Only Work With The Best Roswell 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 Roswell, GA


  • Financial Advisor Close to Roswell, 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 Roswell, 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 Roswell, GA

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

  • Population: 94,498
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $377,200
  • Average Monthly Housing Cost: $1,501
  • Average Household Income: $134,775
  • 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 Roswell, GA

 

COMMONWEALTH FINANCIAL PLANNERS INC

Website

(770) 399-6644

1033 Canton Street

Roswell, GA 30075

SEC#: 801-112991
Years in Business: 3 years

HOWARD CAPITAL MANAGEMENT, INC.

Website

(770) 642-4902

1145 Hembree Rd.

Roswell, GA 30076

SEC#: 801-69763
Years in Business: 12 years

MERIT FINANCIAL GROUP, LLC

Website

(678) 647-8040

1025 Old Roswell Road
Suite 104
Roswell, GA 30076

SEC#: 801-67462
Years in Business: 14 years

IHT WEALTH MANAGEMENT LLC

Website

(770) 685-1926

603 Macy Drive

Roswell, GA 30075

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(770) 685-1926

603 Macy Drive

Roswell, GA 30075

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(770) 685-1926

603 Macy Drive

Roswell, GA 30075

SEC#: 801-79769
Years in Business: 7 years

IHT WEALTH MANAGEMENT LLC

Website

(770) 685-1926

603 Macy Drive

Roswell, GA 30075

SEC#: 801-79769
Years in Business: 7 years

IFG ADVISORY, LLC

Website

(770) 353-6406

143 Norcross Street

Roswell, GA 30075

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

MERIT FINANCIAL GROUP, LLC

Website

(678) 647-8040

1025 Old Roswell Road
Suite 104
Roswell, GA 30076

SEC#: 801-67462
Years in Business: 14 years

 


Roswell, GA Financial Advisor FAQs

When selecting a financial advisor, you want to consider their experience and credentials, not just how they market themselves. It is important that the professional have the proper licenses from FINRA or NASD, in addition to being registered with SEC as an Investment Advisor representative before investing in anything if unsure about regulatory requirements.
The first thing to do is list the characteristics you desire in a financial advisor. These will most likely include personable, professional with vast experience, someone who's trustworthy with good moral character. Next, look at their portfolio work or references (either written or face-to-face) and obtain feedback on how they've handled client situations that may be comparable to yours.
It depends on the complexity of the account. Different advisors have different pricing structures. Additionally, the cost of an advisor is typically independent from their performance level or industry ranking.
A financial advisor is the person you go to for guidance on investing decisions, retirement planning, taxes, and more. Financial advisors are usually accountants by trade who have taken additional classes related to finance - they're not always bankers