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Top Rated Financial Advisors in Atlanta, Georgia

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Atlanta, Georgia is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Atlanta, Georgia with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Atlanta, Georgia near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Homrich Berg Wealth Management

Homrich Berg Wealth Management
Homrich Berg Wealth Management, a financial fiduciary, provides financial services to clients in the Atlanta, Georgia area. Homrich has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Michael Collopy

Veracity Capital, LLC
CFP®, CIMA®
Michael Collopy, a financial fiduciary, provides financial services to clients in the Atlanta, Georgia area. Michael holds a CFP®, CIMA® certification. Michael has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Atlanta, Georgia area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Edelman Financial Engines, LLC

Ed Sturdivant, a financial fiduciary firm, has been a Paladin Registry member since 2016 and provides financial services to clients in the Atlanta, Georgia area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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Sam Evans

Evans Wealth Management
MBA, CFA®
Sam Evans, a financial fiduciary, provides financial services to clients in the Duluth, Georgia area. Sam holds a MBA, CFA® certification. Sam has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Financial Advice & Consulting
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Peter Baines

Wealthlink Advisors
CLTC®, RICP®
Peter Baines, a financial fiduciary, provides financial services to clients in the Alpharetta, Georgia area. Peter holds a CLTC®, RICP® certification. Peter has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Andrew Gullion, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Alpharetta, Georgia area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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