Find a Financial Advisor 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.

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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 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

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: 2 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

SA STONE INVESTMENT ADVISORS INC.

Website

(678) 828-2599

1325 Satellite Blvd
Suite 1407
Suwanee, GA 30024

SEC#: 801-80747
Years in Business: 6 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(678) 616-1040

425 Buford Hwy, Suite 205A

Suwanee, GA 30024

SEC#: 801-79198
Years in Business: 7 years

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Website

(678) 730-1603

4411 Suwanee Dam Road
Suite 555
Suwanee, GA 30024

SEC#: 801-62277
Years in Business: 18 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(678) 616-1040

425 Buford Hwy, Suite 205A

Suwanee, GA 30024

SEC#: 801-79198
Years in Business: 7 years

 


Suwanee, GA Financial Advisor FAQs

Working with an advisor makes sense for many people because it's an additional level of protection against making any mistakes that may cost you down the line.
Financial advisors are critical to the financial planning process. They identify your individual needs, your goals, and your values. They then translate those into a workable financial plan based on their specific expertise in investment management, retirement planning or estate planning.
Financial advisors are paid in a variety of ways. They charge hourly, yearly, or per transaction fees, they may charge commissions to purchase investments, they might also receive bonuses for securing investments with an insurance company the advisor is employed with.
It is important to be diligent when making the decision of who you would like work with in this capacity. Obtain at least two references from previous clients; Determine your risk tolerance and time frame; Research the advisor's credentials; and Investigate their licensing and registration with your state