Looking for the best financial advisors in Georgia? Benzinga readers often use SmartAsset to search for the best-matched financial advisors near them.
Ready to grow your wealth with smart financial strategies and tax planning? Review this list of the best financial advisors in Georgia to find an ideal pairing based on your preferences, risk tolerance, assets to manage and more. Start growing your finances and planning for the future with these great financial minds in your local community.
Quick Look: Best Financial Advisors in Georgia
- Best for Matching Financial Advisors: SmartAsset
- Best for No Account Minimum: Homrich Berg
- Best for Holistic Financial and Risk Management: Henssler Financial
- Best for Established Financial Firm: Savant Wealth Management
- Best for Long-term Investment Strategy: Merit Financial Advisors
Top 5 Financial Advisors in Georgia
Looking for a partner in managing your wealth? These Georgia financial advisors are the leaders in the state for helping you grow your wealth and plan for your future.
1. Best for Matching Financial Advisors: SmartAsset
- Best For:Comparing AdvisorsVIEW PROS & CONS:securely through SmartAsset Financial Advisors's website
Get matched with an ideal financial advisor based on your risk tolerance, assets to manage and preferences when you complete a short questionnaire on SmartAsset. The tool allows you to outline your ideal financial partner and search the results to interview and select a professional that meets your needs.
Plus, you’ll find helpful calculators and tools related to wealth management, retirement, tax planning and more from this company that is a total concierge for managing your finances. Getting started is fast and simple because SmartAsset walks you through the process step-by-step.
2. Best for No Account Minimum: Homrich Berg
Homrich Berg is located in Atlanta, Georgia, and offers services to both high-net-worth and non-high-net-worth individuals. The firm is a fee-only advisor, meaning it does not earn commissions on the investments and financial products it recommends. You can use the firm for only financial planning or investing or both.
The advisors at the firm are diverse, holding various certifications, such as certified financial planner (CFP), chartered financial analyst and certified public accountant among other designations. The firm has been in business for more than 30 years and has seven office locations throughout the south.
Homrich Berg Services
- Wealth Forecast
- Tax planning
- Estate planning
- Charitable planning
- Retirement planning
- Multigenerational planning
- Private investment alternatives
- Investment risk management
Homrich Berg Investment Strategy
The firm offers a diverse investment strategy that can include stocks, bonds, real estate, exchange-traded funds, hedge funds, private equity funds and more. It all depends on your risk tolerance and investable assets.
Your relationship with Homrich Berg starts with a quantitative analysis to help determine the best investments for you based on your needs.
3. Best for Holistic Financial and Risk Management: Henssler Financial
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Address
3735 CHEROKEE STREET KENNESAW GA, 30144
Phone number
770-429-9166
This fee-based firm can help you prepare for anything with services that range from wealth management to tax preparation and insurance coverage. While the firm does receive commissions on some product sales, that also means that you can use the firm for all your financial needs. That can help you get all the financial assistance you need in one place. And that holistic view of your risk and financial management can be beneficial in helping you manage your long-term and short-term goals.
Henssler Financial Services
- Automated investment management
- Comprehensive financial planning
- Asset management
- Traditional management
- Wealth management
- Tax Preparation
- Tax consulting
- Personal Insurance
- Estate planning
Henssler Financial Investment Strategy
The firm views funds broken into two categories: money you need in 10 years and money you need in less than 10 years. The money that you won’t touch for those 10 years goes into fixed-income securities. The shorter-term funds go into individual common stocks and mutual funds.
When you first start working with the firm, they will complete a cash flow projections analysis for you that helps determine what you’ll need now and what you’ll need in the future. That way, it can place your funds in the best investments based on your short and long-term goals.
4. Best for Established Financial Firm: Savant Wealth Management
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Address
190 BUCKLEY DRIVE ROCKFORD IL, 61107
Phone number
815-227-0300
One of the most established financial firms in the state is Savant Wealth Management, formerly Capital Directions, with nearly 40 years in business. Not only does the firm have a wealth of knowledge from decades of advising clients but it also has a diverse team with various financial certifications. You’ll need $150,000 to start working with the firm but from there you can grow your assets to where you want them to be long-term. Savant Wealth Management is a fee-only advisor, meaning they only receive compensation from annual client fees for managing their funds.
Savant Wealth Management Services
- Comprehensive wealth management
- Investment management
- Financial planning
- Estate planning and wealth transfer
- Tax advisory and preparation
- Trust services
- Account and consulting services
- Family office services
- Company retirement plan services
Savant Wealth Management Investment Strategy
With this firm, you’ll get incredible diversification of assets. This involves placing your funds in indexed and passive mutual funds while avoiding stocks and bonds. To determine the best investments for you, the firm looks at total operating expense ratios, portfolio turnover and other key financial factors.
5. Best for Long-term Investment Strategy: Merit Financial Advisors
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Address
2400 LAKEVIEW PARKWAY SUITE 550ALPHARETTA GA, 30009
Phone number
678-867-7050
You don’t need thousands of dollars to get started with building wealth. Instead, Merit Financial Advisors can help you invest as little as $1,000 depending on the portfolio type you’re looking for. But if you do have many funds to invest, the firm has the skills to manage those funds and help you plan for a bright financial future and pass those funds to your heirs, should you choose to do so.
Merit Financial Advisors Services
- Wealth management
- Financial planning
- Insurance
- Support for people going through a divorce, loss of a spouse, retirement or career transitions
- Business CPA
- Retirement solutions for employers
Merit Financial Advisors Investment Strategy
Most of the firm’s financial strategy centers around long-term investing with mutual funds, ETFs, and stocks and bonds. You’ll also find some annuity investment advice. However, the firm does use a personalized strategy to help you manage your investments based on your unique risk profile, income needs and goals. So there is nothing cookie-cutter about the advice their team provides.
How to Choose the Best Financial Advisor in Georgia
As you look for the best financial advisor in your area, consider their services along with these key aspects of a good fit based on your needs and financial characteristics.
- Evaluate needs: You can’t meet with a financial advisor until you know what you’re looking for. Consider whether you want the firm to aid you in investments, wealth management, tax planning, estate planning or all of the above. Then make sure that the firm has the capabilities to meet these needs.
- Review types of financial advisors: Not all financial advisors are the same. They can seek varying certifications that make them ideal for helping different types of clients. To get the most from your relationship, review the various financial advisor types, including investment bankers, financial planners, fiduciary advisors and more.
- Decide whether you want a Robo-advisor or financial planner: Thanks to advances in technology, Robo-advisors make financial advice and planning more affordable. If you don’t currently have the funds to work with a financial advisor, you can instead seek out a robo-advisor, who can help you get started with growing your wealth while you acquire the funds to pay for a financial advisor.
- Look at the budget you have for financial advising: Some people have plenty of money to pay for a financial advisor. Others need to stay within a strict budget to ensure that their money is growing while still paying the required fees to their advisor. Review what you can afford before meeting with financial advisors in your area.
- Meet with advisors from your list: Start interviewing financial advisors from the list above to select the best financial planner based on your needs. Don’t just hire the first financial planner you meet. You want to know that this will be a fruitful long-term relationship.
Prepare for Now and Your Financial Future
Working with a financial advisor helps you understand how to allocate income for your current needs while planning for your financial future. You’ll have more confidence in your finances and know that you have what you need to retire, pass wealth to the next generation or plan for large purchases, such as a home, business, or investment property.
About Rebekah Brately
Rebekah Brately is an investment writer passionate about helping people learn more about how to grow their wealth. She has more than 12 years of writing experience, focused on technology, travel, family and finance. Her work has been published in Benzinga, Hearst Bay Area, FreightWaves and Dallas Observer publications.