Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

725 advisors near
30349

Out of 400,000+ nationwide

user avatar
firm logo

Tyler R

CFP®, Series 66

Atlanta, GA

SignatureFD, LLC

Tyler Reams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at SignatureFD, LLC since 2015. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers integrated financial planning along with access to affiliated private investment funds and insurance products through its licensed agency.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Keith S

Series 63, Series 65

Decatur, GA

Kingswood Wealth Advisors, LLC

Keith Spelmon is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including EUDAIMONIA Wealth and Wells Fargo Clearing. Outside of his advisory role, Spelmon serves as a board member of The Southern Gospel Mission Association, a nonprofit focused on establishing and supporting churches. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering customized investment advice through an open-architecture platform that frequently employs third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar
firm logo

Victor G

Series 63, Series 65

Fayetteville, GA

Inspire Advisors, LLC

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

ESG / Sustainable investing
user avatar
firm logo

Thomas H

CFP®, CFA®, Series 65

Atlanta, GA

SignatureFD, LLC

Thomas Hill is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has been with SignatureFD, LLC in Atlanta, GA since 2014. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Robert L

CFA®, Series 63

Atlanta, GA

Equity Investment Corp

Robert Ladyman is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has worked at Equity Investment Corporation since 2017 and previously at Resolution Capital from 2014 to 2017. He serves as an unpaid director of his father's investment management company, Ladyman Asset Management, in Australia. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base, including institutional and high-net-worth investors, trusts, retirement plans, and corporations. The firm employs a fundamental, absolute value investment approach across multiple equity strategies and also offers sub-advisory and separate account services.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Cole K

Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Cole Kliphouse is a financial advisor at Nicholas Hoffman & Company, LLC with one year of industry experience. He holds a Series 65 designation and has held various roles including positions at Clemson University and University of North Georgia. Outside of his advisory work, he was involved with Dock Boys of Lake Keowee. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers tailored financial profiles and investment plans, utilizing mutual funds, ETFs, separate accounts, and selected private investments, and serves as lead investment sub-advisor to a lower-middle-market private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

James Y

CFP®

Atlanta, GA

SignatureFD, LLC

James Yost is a CFP® professional with seven years of industry experience. He has worked at SignatureFD, LLC since 2019 and previously at Balentine from 2016 to 2019. Based in Atlanta, GA, he provides financial advisory services within a multi-team firm structure. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is vertically integrated with an affiliated accounting firm and private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Martina J

Series 66

Atlanta, GA

Kovack Advisors, Inc.

Martina Jimenez Sperry is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities LLC and Prudential Financial. Outside of her advisory role, she owns Sanvean Financial Solutions, LLC and Centurio Wealth LLC, and serves as a board member of the Mercy Care Foundation. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets, serving a diverse clientele that includes individuals, institutions, and government entities, and employs a range of portfolio management strategies supported by an Envestnet workflow.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Aaron S

Series 66

Atlanta, GA

Kovack Advisors, inc.

Aaron Swanier is a financial advisor with Kovack Advisors, Inc. in Atlanta, GA, holding a Series 66 designation and over 21 years of industry experience. He has worked with Kovack Advisors since 2015 and has a long tenure with AG Edwards and Sons, Inc. dating back to 2005. In addition to his advisory role, he serves as a co-administrator for his father's estate. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and municipal clients, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party models to manage accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Carey B

CFA®

Atlanta, GA

Nicholas Hoffman & Company, LLC

Carey Blakley is a CFA® charterholder with four years of industry experience, currently serving at Nicholas Hoffman & Company, LLC since 2014. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, implementing them through a mix of mutual funds, ETFs, separate account managers, and selected private investments, and is notable for its use of performance-based fee arrangements for certain private fund investors.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Cooley F

Series 63, Series 66

Atlanta, GA

Jefferies Investment Advisers LLC

Cooley Fales is a financial advisor at Jefferies Investment Advisers LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Jefferies-related firms since 2009. Outside of his advisory role, he serves as a member at large of the Knox Hall Condominium Association board, a membership chair and board member at Druid Hills Golf Club, and an advisory board member of the Westminster School Alumni Association. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm employs a customized planning process that includes comprehensive financial reviews and uses third-party software and scenario analyses to support its recommendations.

General retirement planning Income planning Equity compensation tax strategy Concentrated stock management Charitable giving & philanthropy
user avatar
firm logo

Samuel B

Series 63, Series 66

Atlanta, GA

Equity Investment Corp

Samuel Borland is a financial advisor at Equity Investment Corporation in Atlanta, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Equity Investment Corporation since 2016 and is also associated with Foreside Funds Distributors LLC and Sentinel Financial Services Company. Equity Investment Corporation provides discretionary equity portfolio management to a diverse client base including institutional and high-net-worth investors, employing a fundamental absolute value investment approach across multiple equity strategies. The firm also serves as a sub-adviser to wrap account and UMA program sponsors and manages a registered mutual fund.

Active portfolio management ESG / Sustainable investing Tax-loss harvesting
user avatar
firm logo

Heather R

Series 65

Atlanta, GA

SignatureFD, LLC

Heather Robertson Fortner is a financial advisor with SignatureFD, LLC in Atlanta, GA, holding a Series 65 designation and 18 years of industry experience. She has been with SignatureFD since 2003. SignatureFD provides wealth management services to individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm employs discretionary portfolio management using mutual funds, ETFs, and independent managers, supplemented by ongoing financial planning and periodic reviews.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Casey F

CFA®

Atlanta, GA

ZWJ Investment Counsel Inc

Casey Flanagan is a CFA® charterholder with four years of industry experience. He has worked at ZWJ Investment Counsel since 2020 and previously spent eight years at Westwood Holdings Group. ZWJ Investment Counsel manages approximately $3.86 billion in client assets across about 925 relationships, providing investment counseling and discretionary portfolio management for individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other entities. The firm’s investment approach focuses on discretionary equity, fixed income, and balanced portfolios tailored to each client through written investment policy statements, using fundamental and financial analysis with both long- and short-term holdings.

Wealth management Private / alternative investments
user avatar
firm logo

Carol L

Series 66

Atlanta, GA

Van Clemens Wealth Management, LLC

Carol Lindberg is a financial advisor at Van Clemens Wealth Management, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Cetera, Park Avenue Securities, and New York Life. Outside of advisory work, she is involved as a consultant and hobbyist in the scrapbooking industry and serves as an Associate Lead Ambassador for a digital memory-keeping platform. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolio management using a variety of third-party managers and an in-house Growth Opportunities model focusing on micro- and small-cap equities.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Blake W

CFP®, Series 66

Atlanta, GA

SignatureFD, LLC

Blake Williams is a CFP® with 12 years of industry experience, currently serving at SignatureFD, LLC since 2013. He holds the Series 66 designation and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and offers affiliated private investment funds and insurance products through its licensed agency.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Carolyn L

CFP®, Series 63, Series 65

Atlanta, GA

LCP Institutional, LLC

Carolyn Larocco is a CFP® with 24 years of experience in financial advising, currently serving at LCP Institutional, LLC since 2003. She previously worked at Cardea Capital Group, Inc. and Cardea Capital Advisors, LLC from 2021 to 2023, and at Lakeview Capital Partners, LLC from 2015 to 2022. She is a member of the Chestnut Hill College Investment Committee. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes long-term allocations using ETFs, mutual funds, and stocks, with a significant portion of assets managed on a non-discretionary basis, allowing clients to retain final trade approval.

Options & derivatives strategies Wealth management
user avatar
firm logo

Todd S

Series 65, Series 63

Atlanta, GA

Procyon

Todd Smallwood is a financial advisor at Procyon with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Sugarloaf Wealth Management and Triad Advisors. Procyon serves a diverse client base, including individuals, families, businesses, institutional investors, and private funds. The firm focuses on a long-term, fundamental analysis investment approach and manages a significant portion of assets on a non-discretionary basis, offering services across investment management, financial planning, and retirement-plan advisory.

Private / alternative investments
user avatar
firm logo

Jonathan G

CFA®

Atlanta, GA

SignatureFD, LLC

Jonathan Galvis Londono is a CFA® charterholder affiliated with SignatureFD, LLC in Atlanta, GA. He has been with SignatureFD since 2018, following five years at Atlantix Global Systems. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

William M

Series 66

Atlanta, GA

SignatureFD, LLC

William Mcferren is a financial advisor at SignatureFD, LLC based in Atlanta, GA, with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicle investors. The firm offers discretionary wealth management, financial planning, consulting, and retirement plan management, employing diversified, long-term asset allocation strategies across various investment vehicles.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")