Financial Advisors in Porterdale, Georgia (Newton County)

Weaver Capital is a Fee-Only wealth management and financial advisory firm. We emphasize the need for active portfolio management, not "buy-and-hold". We believe that we are merely stewards of the resources we have been blessed with, and that we should work to maximize the impact our resources can have on furthering good will and charity in our communities.... See More

Vladimir specializes in financial planning, business and employer solutions, custom investment ideas, and manages investment portfolios for the team. Vladimir graduated from Georgia State University with honors and has a B.S. in Economics and minor in Risk Management & Insurance. Since 2011, he has been in the investment services business, and in 2019 Vladimir obtained his certificate in financial planning from University of Georgia, and the prestigious Certified Financial Planner™ professional designation. Currently, Vladimir is pursuing his MBA at Georgia Tech with a concentration in quantitative finance. In 2020 he opened a Silver Penny branch in Peachtree City to better serve the local community.

Vladimir’s family moved from Ukraine in 1999, and he currently lives near Peachtree City with his wife and three kids. Outside of the office, he enjoys outdoor sports such as hunting, golf, and volleyball. Vladimir’s desire to serve others goes well beyond financial planning; in the local community he is actively involved as a youth leader in his local church, a member of several missionary boards, and himself serves in missionary and humanitarian efforts in Eastern Europe, Asia, and South America.... 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

"With deep experience in wealth management, our financial advisor in Alpharetta, GA is committed to adjusting your retirement plan in response to changing life circumstances, goals, milestones and financial priorities. Contact us today for any questions about 401(k) rollovers, retirement income, tax & estate planning, investment management, and more."... See More

Jeff Bernier, CFP, CFS, ChFC
TandemGrowth Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Alpharetta, Georgia. TandemGrowth is a manifestation of Founder and CEO, Jeff Bernier's, desire to build a truly independent, transparent, and objective planning firm for individuals and families. Today, the firm serves more than 160 households and manages upwards of $130 million in assets.
Our holistic (comprehensive), objective approach to planning without question is the number one reason clients say they entrust us to oversee their financial futures. To better serve you, we have outlined a Wealth Management Process to help manage your expectations and to educate you on how we can work together to align your resources with your life's goals.
The firm has been recognized locally by the Atlanta Business Chronicle as one of "Atlanta's Top 10 NAPFA Fee-only Investment Advisers" (2005-2007) and nationally as one of "America's Top Wealth Managers," Wealth Manager magazine (2007-2008).
Getting Started To get started, please contact to receive a wealth management process packet and to schedule your introductory get acquainted phone call.
We stand ready to provide you and your family with the "Expertise You Need. Perspective You Want. Partnership You Deserve."... See More

Don Whalen, CFP
Who We Are We are fortunate to work with a relatively small number of affluent families in Atlanta and elsewhere who value our ability to grow and protect their nest eggs in the most cost-effective manner. Being cost-effective, to us, means being sensitive to taxes. In the years ahead, investing in a tax-wise fashion will become increasingly important as Uncle Sam looks to pay down its credit card bill (the one that it amassed without first asking the American people if we were ok with the credit card limit increases in the first place). Being cost-effective also means investing like the institutions, not like a retail investor. We use institutional class mutual funds that are not available to retail investors, and that gives our clients a significant cost advantage right out of the gate. Add to that the value that we add through asset allocation and a highly disciplined individual investment selection process, and we think that our value proposition is hard to beat. Finally, we are fiercely independent in everything we do. We pride ourselves in the fact that we are not a part of the commissioned securities business that is so laden with conflicts of interest. We work for our clients and our clients alone. Become Our Client If you have a portfolio of $1 million dollars or more, or if you are a high income earner committed to saving and investing (with our help) to get you over that $1 million mark in the next few years, we invite you to set up a complimentary initial meeting. So that we can make the most of our time together, we would kindly ask you to fill out our easy-to-use online questionnaire:... 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

The Advisory Firm is a fee-only financial planning and investment management practice located in Alpharetta, GA. We specialize in personalized financial advice to help you to build strategies for retirement, investments, college savings and risk management. We offer planning and investment services to everyone regardless of age, income or asset level.... See More

Mr. Roberson is a life long resident of the Atlanta Metro area. After serving tours with MALS-31 and VMFA-224 Troy returned home to raise his family. Troy is a Certified Financial Planner and an Honors undergraduate of the Coles College of Business. The best contact method is via email or phone: or .

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.... See More

At Moore’s Wealth Management we help our clients build retirement plans that fit their lives, and that they can’t outlive. Just like you don’t want to outlive your savings, you don’t want to outlive your financial advisor. We’re proud to have a tradition that we have passed along to generations within our firm through our own succession plan so that the families and community we serve can expect seamless service and advice.... See More

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

Bill Ennis, CPA/PFS
Day & Ennis is a NAPFA registered fee-only financial planning firm in Macon, Georgia. When we meet with people for the first time, one of the questions they most often ask is, “When can I retire?” We work with clients to plan a retirement that allows them to live in comfort and security.

The fact that we operate on a fee-only basis is a major consideration for most clients. This means that at Day & Ennis, you pay no commissions on sales of securities or insurance. Since we have no vested interest in selling you anything, you can count on unbiased financial advice.
Our job is to help you achieve your investment goals, so you'll be more secure for the future. Whether your first priority is planning for retirement, managing a 401-K pension plan or creating a tax-efficient estate plan, we can organize your financial life. That provides you a priceless return on your investments - peace of mind.

John R. Day and Bill Ennis are both CPA's. They're also members of the National Association of Personal Financial Advisors. We believe that a comfortable retirement begins with sound, fee-only financial advice. Please visit our website and feel free to contact us with any questions you may have about our services. Or call us for a consultation.... See More

Colleen Giffin, CFP
Beall Financial Planning, Inc. is a Fee-Only Investment Advisor located in the middle Georgia area. We assist clients in several states to help enable their financial independence. We offer investment management, comprehensive financial planning and consultation services. The first half hour of any consultation is free of charge to help ensure we are best suited for your needs.... See More

As financial planners, one of the questions we hear most often is: When can I retire? We work with clients to plan a retirement that allows them to live in comfort and security.

The fact that we operate on a fee-only basis is a major consideration for most clients. This means that at Day & Ennis, you pay no commissions on sales of securities or insurance. Since we have no vested interest in selling you anything, you can count on unbiased financial advice.

Our job is to help you achieve your investment goals, so you will be more secure for the future. Whether your first priority is planning for retirement, strategic tax planning, creating a tax-efficient estate plan, we can organize your financial life. That provides you a priceless return on your investments: peace of mind.

Day & Ennis partners John R. Day, Bill Ennis, Stephanie Hall and Matt Heller are CPAs or CFPs and members of the National Association of Personal Financial Advisors (NAPFA). We share the belief that a comfortable retirement begins with sound, fee-only financial advice.

You will find us located in Macon and Blairsville, Georgia.

Call us for a free consultation today.... See More

Services include Financial Advisor and Wealth Management.