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Adam H
CFP®, Series 66
Marietta, GA
Bey-Douglas, LLC Investment Counsel
Adam Hill is a CFP® with 19 years of industry experience, currently serving as an advisor at Resurgent Advisors. He previously worked for American Wealth Management, Inc. for 16 years and has been involved with Bey-Douglas LLC since 2007. Outside of his advisory role, he is active in Bey-Douglas LLC, an investment advisory business based in Marietta, GA. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services tailored to clients’ needs. The firm employs a fundamental analysis-based investment process and constructs portfolios primarily from mutual funds, ETFs, and independent Sub-Advisors.
Justin O
CFA®
Atlanta, GA
Reicon Wealth Advisors, LLC
Justin Ostrowski is a CFA® charterholder with one year of industry experience, currently serving at Reicon Wealth Advisors, LLC. He has previously worked at Reicon Capital, LLC and held positions at Dapper Labs and Superplastic. Reicon Wealth Advisors provides discretionary investment advisory services to high-net-worth individuals, charitable organizations, and private special purpose vehicles, managing portfolios with strategies that include equities, fixed income, alternatives, and direct private-capital investments. The firm is noted for organizing pooled investment vehicles and employing performance-based compensation structures.
Matthew R
CFA®
Atlanta, GA
Access Investment Management, LLC
Matthew Reams is a CFA® charterholder with 21 years of industry experience. He has worked at Access Investment Management, LLC since 2022, following four years at Waypoint Wealth Counsel, LLC, and 18 years at Buckhead Capital Management, LLC. Access Investment Management, LLC is an SEC-registered adviser serving individuals and high-net-worth clients with managed account services. The firm implements tailored investment strategies using asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases, managing assets primarily on a non-discretionary basis.
Bryson S
Series 66
Atlanta, GA
Phase Line Capital, LLC
Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.
Joseph B
CFP®, Series 66
Atlanta, GA
ButlerJeffrey, LLC
Joseph Black Jr. is a financial advisor at ButlerJeffrey, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at ButlerJeffrey since 2017, following an 11-year tenure at Next Financial Group, Inc. and THE FINANCIAL SOLUTION GROUP, INC. In addition to his advisory role, he is a licensed insurance agent specializing in fixed annuities, life, health, long-term care, and disability insurance. ButlerJeffrey, LLC provides financial planning and discretionary portfolio management services to individuals, corporations, and charitable organizations. The firm emphasizes fundamental analysis, asset allocation, diversification, and risk management, managing portfolios through common stocks, mutual funds, ETFs, and fixed-income securities, while also overseeing third-party money managers for separately managed accounts.
John F
Series 66
Atlanta, GA
Conscious Wealth Investments, LLC
John Foster is a financial advisor at Conscious Wealth Investments, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Hatton Investments LLC and Raymond James & Associates, Inc. He also has prior experience at Crown Castle and Dunwoody Country Club. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis and may use margin borrowings and derivatives within separately managed accounts.
Lance M
CFP®, Series 66
Atlanta, GA
COMPASS Wealth Management, LLC
Lance Miller is a CFP® with 4 years of industry experience, currently affiliated with COMPASS Wealth Management, LLC. His prior roles include positions at Cerity Partners LLC and Edward Jones, as well as a tenure at Emmanuel University. COMPASS Wealth Management primarily serves high-net-worth individuals and small business clients through integrated financial planning and discretionary portfolio management using mutual funds and ETFs. The firm develops personalized Financial Profiles and Investment Plans for clients and offers educational seminars in partnership with other professionals.
Stephen W
Series 66
Atlanta, GA
Seraphim Wealth Advisors, Inc.
Stephen Warren is a financial advisor at Seraphim Wealth Advisors, Inc. in Atlanta, GA, with seven years of industry experience. He holds the Series 66 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. He is licensed to sell life insurance and variable annuities. Seraphim Wealth Advisors, Inc. provides portfolio management and investment planning services to individual and institutional clients, including high-net-worth individuals. The firm uses a combination of fundamental, quantitative, technical, and modern-portfolio-theory analysis and incorporates strategies such as short sales, margin transactions, and options trading in its investment approach.
Kathryn E
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Kathryn Edmunds is a financial advisor at The Renn Wealth Management Group, Inc. in Atlanta, GA, with 29 years of industry experience. She holds a Series 63 designation and has been with The Renn Wealth Management Group since 2002. In addition to her advisory role, she is a licensed insurance agent, providing clients with guidance on insurance needs. The Renn Wealth Management Group, Inc. offers investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans, including high-net-worth clients. The firm employs an institutional investment approach that integrates capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.
Dianne M
CFP®, Series 63
Atlanta, GA
The Marin Group Inc.
Dianne Martin is a CFP® with Series 63 registration and 14 years of industry experience. She has been with The Marin Group Inc. since 2008. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, managing approximately $128 million across about 140 accounts. The firm uses a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to guide investment decisions across various asset classes.
George W
Series 65
Marietta, GA
Williamson Advisory Services, Inc.
George Williamson is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Williamson Advisory Services, Inc. since 2011 and is also the owner of a certified public accounting firm, George B. Williamson, CPA, LLC. Williamson Advisory Services, Inc. is a small SEC-registered firm serving individual investors, trusts, and employee benefit plans. The firm manages approximately $105 million across 73 clients, offering discretionary and non-discretionary portfolio management along with pension consulting services, combining investment management with affiliated CPA resources under common control.
Devin A
Series 63, Series 66
Atlanta, GA
PR Squared Wealth Management LLC
Devin Alphin is a financial advisor at PR Squared Wealth Management LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MassMutual Life Insurance Company and TIAA-CREF. Devin is also involved in several outside financial activities, including operating as a sole proprietor insurance agent and working with financial firms Capitalwize, LLC and Melanin Money. PR Squared Wealth Management serves individual investors and retirement plan sponsors with asset management, financial planning, and ERISA 3(21) fiduciary services. The firm primarily manages assets on a non-discretionary basis, incorporates model allocations and third-party solutions, and emphasizes retirement-plan participant education and structured ongoing consulting.
Raymond P
Series 65
Atlanta, GA
Cerner Capital Management, LLC
Raymond Payne Jr. is a financial advisor at Cerner Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Cerner Capital Management since 2001. Cerner Capital Management provides discretionary investment management and comprehensive financial planning for individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s investment approach is tailored to individual goals and risk tolerance, using fundamental analysis to build growth-and-income portfolios, and may include active trading and the use of derivatives and margin when appropriate.
Martin L
Series 63, Series 65
Atlanta, GA
Magellan Planning Group
Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.
La Vaisha D
Series 65
Atlanta, GA
Ell Wess Advisors
La Vaisha Davis is a financial advisor at Ell Wess Advisors in Atlanta, GA, with three years of industry experience and a Series 65 credential. Her prior experience includes roles at Compass Retirement Group and Ell Wess Financial Services. She also works as an independent insurance agent, earning commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small client base managing approximately $5.9 million in assets. The firm offers financial planning and portfolio management through programmatic, fixed-fee offerings and discretionary portfolio management using fundamental analysis and a combination of long- and short-term investment strategies.
Frank J
CFP®, Series 63
Marieta, GA
Hanover Advisors, Inc
Frank Johnson is a CFP® with seven years of industry experience and holds a Series 63 license. He is an advisor at Hanover Advisors, Inc and has been associated with Hanover Group, LLC since 2000. Outside of advisory work, he is the sole member of Holt Cedartown, LLC, a commercial real estate entity. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting services, managing approximately $353 million in assets with a small team of advisors.
David F
Series 66
Atlanta, GA
Peachtree Wealth Advisors, Inc
David Frank is a financial advisor with Peachtree Wealth Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Peachtree Wealth Advisors since 2005 and previously spent 17 years with Triad Advisors, Inc. and three years at Arkadios Capital. Peachtree Wealth Advisors serves individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, employing a fundamental, top-down investment approach across a range of strategies, including long-term buy-and-hold and short-term trading.
John H
CFP®, CFA®
Atlanta, GA
Financial Discovery
John Huber is a CFP® and CFA® with 14 years of industry experience. He has been with Financial Discovery since 2010. Financial Discovery provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, and retirement accounts. The firm uses an asset-liability matching framework combined with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews to clients.
Jennifer O
CFP®
Atlanta, GA
Chastain Wealth Management
Jennifer Odom is a CFP® professional with four years of experience in the financial advisory industry. She has worked at Chastain Wealth Management since 2022 and previously spent 22 years at Bryan Cave Leighton Paisner. Chastain Wealth Management serves individuals, including high-net-worth clients, as well as corporations, trusts, and estates, providing financial planning and discretionary portfolio management. The firm manages approximately $144 million in discretionary assets and uses a combination of mutual funds, ETFs, individual equities, and fixed income investments tailored to each client's investment plan.
William G
Series 65
Atlanta, GA
Pierson Wealth Management
William Ginsburg is a financial advisor at Pierson Wealth Management in Atlanta, GA, holding a Series 65 designation. He began his advisory career in 2023 and has experience with several firms including Vector Wealth Strategies, OTR Solutions, and CAPSCO. Ginsburg was a full-time student for ten years prior to his current role. Pierson Wealth Management offers discretionary and non-discretionary portfolio management along with limited goal-planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a mix of ETFs, mutual funds, individual equities, and fixed-income securities using fundamental, technical, and modern-portfolio principles, and it is noted for its concentrated “Focus 5” large-cap growth strategy and a wrap fee program that combines management, execution, and custody into a single billing arrangement.
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4,828 advisors near
30318
within the area shown on the map
Out of 400,000+ nationwide