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Christopher Madaris

Advisor at Edward Jones

Updated today

Location

Newnan, GA

Credentials

Series 66

Industry experience

2 years

About

Christopher Madaris is a financial advisor with Schwab Wealth Advisory in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Goldman Sachs & Co. LLC, and service in the United States Air Force. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its Schwab Wealth Advisory program. The firm serves Schwab brokerage clients who meet eligibility requirements and offers recommendations based on proprietary research and asset-allocation models, with clients making final investment decisions.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

Newnan, GA

Most active in

Georgia · Texas

Work history

Edward Jones

2026 - Present (1 year)

Charles Schwab & Co., Inc.

2025 - 2026 (1 year)

Edward Jones

2023 - 2025 (2 years)

Goldman Sachs & CO. LLC

2023 - 2023 (1 year)

Homemaker

2021 - 2023 (2 years)

Full Time Education

2020 - 2021 (1 year)

Edward Jones

2020 - 2021 (1 year)

Homemaker

2020 - 2020 (1 year)

LAUNCH / Delta Air Lines

2020 - 2020 (1 year)

Homemaker

2019 - 2020 (1 year)

United States Air Force

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Desmond Q

CFP®, Series 65

Peachtree City, GA

Quigley Financial LLC

Desmond Quigley is a CFP®-certified financial advisor with 18 years of industry experience, operating through his independent firm, Quigley Financial LLC, since 2005. In addition to his advisory work, he is employed as a commercial airline pilot with Delta Air Lines. Quigley Financial serves individuals, small businesses, and trusts by providing comprehensive wealth management, tax planning and preparation, and project-based financial planning. The firm employs a top-down Modern Portfolio Theory approach with diversified portfolios and non-discretionary management, and it utilizes a fee-only billing model based on flat or hourly fees rather than asset percentages.

General retirement planning General tax planning Wealth management Cash flow / budgeting Retired
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Bryan B

CFP®, Series 63

Newnan, GA

Wealth Partners, Inc.

Bryan Blair is a CFP® professional with over 32 years of experience in the financial services industry. He has worked with multiple firms, including Multi Financial Securities Corporation since 2004 and First Newnan Insurance Group since 2002. He currently operates Wealth Partners, Inc. in Newnan, GA. Wealth Partners primarily serves individual clients, professionals, retirees, and small-to-medium business owners, offering fee-only financial planning and portfolio management under a fiduciary standard. The firm employs a systematic investment process focused on risk-controlled active management, combining strategic asset allocation with tactical adjustments and attention to low-cost investment options.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General tax planning Retired Founder/Business Owner Mid-Career Professionals
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David T

Series 65

Peachtree City, GA

Thompson Capital Management

David Thompson is the sole advisor at Thompson Capital Management in Peachtree City, GA. He holds a Series 65 designation and has 10 years of industry experience, including over a decade leading his own firm since 2015. Thompson Capital Management is a state-registered investment adviser focusing on tailored portfolio development and discretionary management for individuals and small corporations. The firm emphasizes asset allocation, diversification, and uses a combination of fundamental and technical analysis, with technical signals as the primary timing tool. It favors ETFs and no-load mutual funds for diversification and employs selective options strategies for income or downside protection.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Daniel J

Series 63, Series 66

Newnan, GA

FamilyRoot Wealth Advisors, LLC

Daniel Johnson is a financial advisor at FamilyRoot Wealth Advisors, LLC in Newnan, GA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Osaic, Regions Securities LLC, Regions Bank, and SunTrust Robinson Humphrey, Inc. FamilyRoot Wealth Advisors, LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a disciplined investment approach based on Modern Portfolio Theory, combining passive and active strategies to align portfolios with clients’ objectives and risk tolerances.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Tisa O

Series 63, Series 65

Peachtree City, GA

Osborne Financial Planning LLC

Tisa Osborne is a financial advisor at Osborne Financial Planning LLC in Peachtree City, GA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment Planning for four years. Outside of her advisory role, she spends part of her time selling life and health insurance. Osborne Financial Planning LLC provides financial planning and discretionary investment management services to individuals and high-net-worth clients. The firm uses a risk-tolerance questionnaire to assign clients to model portfolios, emphasizing asset allocation, low-turnover management, and periodic rebalancing with no-load mutual funds and select ETFs.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance
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Timothy S

CFP®, Series 66

Senoia, GA

Two Twelve Planning, Inc.

Timothy Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before founding Two Twelve Planning, Inc., where he has been the sole advisor since 2018. Two Twelve Planning, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $19.8 million in client assets using tailored portfolios that include mutual funds, ETFs, and individual stocks, employing fundamental and cyclical analysis alongside modern portfolio theory.

Wealth management Passive / index investing Active portfolio management
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