Find a Financial Planner in Suwanee, GA

 

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

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We Only Work With The Best Suwanee 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Suwanee, GA

  • Financial Advisor Close to Suwanee, 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

 

How Can a CFP® in Suwanee Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Suwanee area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Suwanee include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
12.3% of Suwanee's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Suwanee area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
In the Suwanee area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Suwanee area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Suwanee area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Georgia has unique laws defining which actions trigger a taxable event and has the 16th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Suwanee area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Suwanee area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Suwanee, 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 Suwanee, GA

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

  • Population: 19,743
  • % of Population 62 Years and Over: 12.3%
  • Average Home Value: $303,800
  • Average Monthly Housing Cost: $1,562
  • Average Household Income: $107,115
  • 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 Suwanee, GA


CATALYST WEALTH MANAGEMENT

Website

(678) 679-6950

5400 Laurel Springs Parkway
Suite 203
Suwanee, GA 30024

SEC#: 801-112814
Years in Business: 3 years

LEGACY PLANNING ADVISORS, LLC

Website

(770) 919-2075

5400 Laurel Springs Parkway
Suite 101
Suwanee, GA 30024

SEC#: 801-112270
Years in Business: 3 years

WEAVER CAPITAL MANAGEMENT, LLC

Website

(678) 341-1333

5400 Laurel Springs Parkway
Suite 303
Suwanee, GA 30024

SEC#: 801-110518
Years in Business: 4 years

THE LLOYD GROUP

Website

(770) 932-0387

3575 Lawrenceville Suwanee Road

Suwanee, GA 30024

SEC#: 801-117056
Years in Business: 1 years

AFS ADVISORS, LLC

Website

(678) 473-0324

1325 Satellite Boulevard
Building 1300, Suite 1301
Suwanee, GA 30024

SEC#: 801-112322
Years in Business: 3 years