Financial Advisors in Georgia

Dogwood Capital Management is an independent private wealth management firm that provides comprehensive financial planning and investment management services for high-net-worth individuals and families. Most of our clients are retired. We are uniquely positioned to help retirees achieve their financial goals and have designed our firm’s service offering around these clients.... See More

Bobbie Munroe CFP opened her own fee only financial planning and advisory firm in 1999. At Fraser Financial, we understand that every client is a unique individual and we work to develop strategies that are particularly well suited for the client's situation. We do not have minimums and our clients are both young and old with various backgrounds. Bobbie believes that money issues are inexorably intertwined with every other facet of life. She encourages clients to work toward a plan that integrates their financial life with their physical, spiritual, emotional, community and family life. She believes that truly integrated financial solutions are certain to provide clients with a greater sense of satisfaction in addition to a greater opportunity for financial success.... See More

Brian Huey, CFP, MBA
About Redwood Wealth Management, LLC:
Your wealth is simply a means to an end. A way to live the life you desire. True wealth management helps you design solutions for your own set of financial challenges with the ultimate goal of helping you achieve that life. The advisors at Redwood take a personalized approach in helping you preserve, enhance, and ultimately transfer your wealth according to your own unique set of values and desires. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offer solutions for all areas and stages of your life. ... See More

Kenneth Downer, CFP, CPA
We are a nationally recognized financial planning and investment advisory company committed to providing fee-only counsel from a Biblical perspective. We help individuals, families and organizations proactively manage their financial resources within the setting of a professional, long-term relationship that is enjoyable as well as rewarding. Our goal is to help you achieve yours!We have offices in North Carolina, Georgia and Florida. Please visit us on the web at www.frenke.com.... See More

Kevin Woods, CFP
For over 15 years, our advisors have served individuals and families through portfolio management and effective planning. Through our partnerships with Schwab, Fidelity and TD Ameritrade, we help clients manage their portfolios according to their need for income, risk management and growth. This partnership creates transparancy and removes the conflict of interests you see in the financial services industry. We sell no insurance, no annuities, and no proprietary products. Our team of credentialed advisors will help you develop a operative financial plan you can live by. We reconcile your life with your plan every year to see that you are on track. Each advisor only serves 35-45 relationships, so they have time to focus on your investment, tax, estate, insurance and family financial needs. Contact us for a complimentary initial consultation.... See More

James Stanhouse, MBA
Stanhouse Financial Planning and Management (Stanhouse-FPM) is an independent fee-only financial planning and registered investment advisory firm serving the metro Atlanta area of Georgia. We have meeting locations in Duluth and Decatur. Stanhouse-FPM does not have financial ties to any bank, brokerage firm, insurance company, or other financial services firms. We do not sell products, receive commissions or any other third party compensation. Thus, you can be confident that you will receive professional, objective advice that will be in your best interest. We specialize in providing professional planning and advice to individuals and families of all financial means. Our services are offered on an hourly, as-needed basis. We impose no minimum asset or income restrictions. An estimate of time for your project, as well as a maximum fee cap based on the scope of service you choose, is provided in writing during the complimentary Get Acquainted meeting. Clients can choose to implement recommendations themselves or have Stanhouse-FPM assist with the implementation and ongoing management. The firm can work in conjunction with existing attorneys, accountants and other professional advisors, or help you focus on the important points to consider as a do-it-yourselfer. Jim Stanhouse, the firm's principal has volunteered time with Clark Howard's Consumer Action Center, answering consumers financial questions. ... See More

Desmond Quigley, CFP, EA
Quigley Financial, LLC is a full service financial planning firm dedicated to leading our clients along the road to financial independence. We specialize in a close, long term relationship with individuals and small businesses. This relationship involves investments, tax planning and preparation, retirement planning, employee benefits, insurance and estate planning.
For those individuals and businesses who are not ready for the full financial planning relationship, Quigley Financial offers financial reviews and specific financial planning services on an hourly basis.
As a Fee-Only firm, Quigley Financial is a fiduciary and accepts compensation from no entity other than our clients. ... See More