Financial Advisors in Alpharetta, Georgia (Fulton County)

"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

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

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

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

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

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

College planning for high school student and their parents

Steven Wykoff, CFP
Serving Gwinnett and Metro Atlanta since 1986, Mersereau & Lazenby, LLC provides professional comprehensive financial services to our clients.
We believe the fee-only approach allows us to provide objective and transparent advice to each client. Because we do not receive any comissions and do not sell products our clients know there will never be a sales pitch.
We specialize in the following services: Hourly Financial Planning Affordable Fee-only Investment Management Affordable Fee-only Employer-Sponsored Plans Comprehensive tax, audit, and bookkeeping services for individuals and corporations.... See More

Your Financial Goals

Premier Financial Advisory Services, LLC was founded in 1998 to offer clients a personalized strategic financial plan to meet their financial and life goals. Our highest priority is to create value and peace of mind for our clients. We understand that every family is unique. And we have the experience to manage your investments in a variety of accounts including brokerage, trust, estate, and retirement accounts. So, whether your goals include funding college education, retirement, or a once-in-a-lifetime vacation, our professionals can help you find a way to achieve them.

And as a fee-only advisor, you can be assured that your financial needs and goals are always the top priority in the financial planning process. We have your best interests in mind and hold to a fiduciary standard to put your interests above our own as we manage your investment account.

Asset Protection
A common desire of many clients is to pass on a financial legacy to their family while also ensuring an exceptional quality of life for themselves. But the rising cost of healthcare and the uncertain expenses of long term care jeopardizes their quality of life and legacy. Our experienced financial planning team can help develop a personalized plan to cover costs of care and still set aside an inheritance for your family. By using long term care insurance, Medicaid and VA planning, income maximizing strategies, and goal setting, we guide clients toward financial freedom and the protection of their assets.

Tax Planning
The financial planning professionals at Premier Financial Advisory assist small business and individuals grow their net worth and generate income to enjoy life, or plan for retirement. The taxes imposed by the IRS and state revenue commissioner reduce both assets and income. As part of every allocation plan, Premier’s Financial Advisers evaluate the most tax efficient way to re-balance and liquidate positions. The following are a few of the tax planning services provided to clients by Premier that work to reduce the overall tax cost: cost basis research, tax loss harvesting, calculating required minimum distributions, and stretching retirement account distributions.... 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

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

Cliff O'Conner, ChFC, CPWA

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

Serving Roswell and Alpharetta, Canton and Noth Georgia, with products that help your life make sense.....WE WORK FOR THE CLIENT. .....Insurance Strategies and retirement Solutions WWW.RETIREMENT-RX.COM

Fee-based CERTIFIED FINANCIAL PLANNER(tm) focused on helping retirees and pre-retirees manage their investments to thrive during a 25-30 year retirement window.