Financial Advisors in Cumming, Georgia (Forsyth County)

College planning for high school student and their parents

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

Services include Financial Advisor and Wealth Management.

Chloe Moore, CFP
Financial Staples is a comprehensive, fee-only financial planning firm that makes financial education and guidance accessible to the busy young professional. Our typical clients are early to mid-career professionals and business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. They understand the impact of developing good financial habits early and desire to find a balance between enjoying the present and planning responsibly for the future. We're dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.

Financial advice is about more than just your investments. While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture. A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible. It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.

Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why. We use this information to provide personalized solutions for your unique situation. As your situation changes, we reassess and make adjustments.

Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule a complimentary 30-minute consultation.... See More

Paul Sinatra, CFP, ChFC
Regency Financial Planning is a Fee-Only financial planning and Registered Investment Advisory firm serving the metropolitan Atlanta area. We specialize in providing hourly, as-needed financial planning and advice to individuals and families regardless of their income, net worth, or investable assets. Because we receive no commissions, all potential conflicts of interest regarding compensation are removed. Clients have the flexibility to engage us on an hourly, as-needed or project basis. To schedule a free “get acquainted meeting”, call us at or email us at ... See More

Anthony Guinta, CFP, CPA/PFS, CPA
Homrich Berg is an independent wealth management firm based in Atlanta that serves select clients throughout the country. For over twenty years, we have offered objective, fee-only investment counsel and financial planning, using the resources found in a large firm, while giving you the personal attention expected from a smaller one. Our goal is simple: to make sure our clients feel confident and secure about their financial future.Homrich Berg has a diverse client base which includes families, corporate executives, entrepreneurs, physicians, athletes, retirement plans and not-for-profit institutions. To best serve each relationship, HB pulls from the strengths of our 50+ employees and utilizes a team approach to ensure responsiveness and continuity of knowledgeable service. We offer a comprehensive approach to asset allocation, diversification and active asset management designed to meet each client’s overall objectives. Our financial planning services include Estate Planning, Family Continuity, Education Funding, Insurance Reviews, Income Tax Planning, and Retirement Planning and are done in collaboration with other advisors. For more information, please visit our website: www.homrichberg.com... See More

Sammy Grant, CFP, CLU, CPA, JD
SG Financial Advisors, LLC, is a fee-only financial planning and investment advisory firm. We offer personalized and objective investment management and financial planning services to help our clients identify and achieve their personal financial goals.
We do not sell any products and our only compensation comes from our clients. Every client has different needs and goals so our services are truly customizable. However, some of the services we offer include:
- Investment Management - Income Tax Planning - Estate Planning - Cash Flow Management - Charitable Planning - Risk Management and Insurance - Executive Benefit Planning - Retirement Planning - Education Savings... See More

Arthur Aust, CFP, EA, MTX
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Aust Financial Advisory provides Comprehensive Financial Planning to families with net worth's in excess of $1M. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... 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

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

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