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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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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.
Atlanta, GA
Telephone Advisor
Telephone: 678-685-3265
Visit Advisor Website
www.veracitycapital.com

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.
Atlanta, GA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Atlanta, Georgia area.
Atlanta, GA
Telephone Advisor
Telephone: 404-237-8881
Visit Advisor Website
https://savantwealth.com/

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

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

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

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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.
Atlanta, GA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

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.
Duluth, GA
Telephone Advisor
Telephone: 770-828-8303
Visit Advisor Website
http://evanswealthmanagement.com/

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/Northwestern Mutual
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.
Alpharetta, GA
Telephone Advisor
Telephone: 404-846-3608
Visit Advisor Website
https://www.wealthlinkadvisors.nm.com

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.
Alpharetta, GA
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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