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Peyton R

Series 63

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Cash flow / budgeting Founder/Business Owner
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Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Private / alternative investments Real estate investing Wealth management
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Brian S

CFP®, ChFC®, RICP®, TPCP®

McDonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Business ownership considerations Business exit / sale strategy Founder/Business Owner African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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Joseph N

Series 66

Jonesboro, GA

Capital and Planning, LLC

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Private / alternative investments Real estate investing Wealth management
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Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Brian B

CFP®, Series 63

McDonough, GA

Nortlov Advisory, LLC

Brian Biederman is a CFP® with 42 years of industry experience, currently serving at Nortlov Advisory, LLC. His prior roles include positions at Money Concepts Capital Corp., Innovation Partners, and Advanced Financial Concepts, which he owns. Outside of his advisory work, he is active in community service, including volunteer roles at Congregation Sha'arei Israel Orthodox Synagogue/Chabad Center and leadership in a Jewish community association. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to a diverse client base, including individuals, families, businesses, trusts, and institutional entities such as insurance companies and municipal organizations. The firm customizes portfolios based on client objectives and employs a range of strategies, including asset allocation, options, and third-party manager integration.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Valerie W

CFP®, Series 63, Series 65

Fayetteville, GA

Sincerus Advisory

Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Thomas S

CFP®, Series 66

Peachtree City, GA

FAPA Advisory Services Team (FAST)

Thomas Smith is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with FAPA Financial Services since 2015 and has been self-employed since 2011. FAPA Financial Services serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning through MoneyGuidePro, and retirement plan advisory services. The firm’s investment approach focuses on long-term asset allocation and diversified portfolios primarily composed of passive mutual funds and ETFs, with advisory relationships tailored to client objectives and risk tolerance.

Income planning General estate planning guidance Cash flow / budgeting Passive / index investing Airline Pilot
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David S

Series 63, Series 65

Peachtree City, GA

QM Advisors LLC

David Simmons is a financial advisor at QM Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including the QM Alpha Fund, US 50 Fund, KD&D Partners, Capital Research Advisors, and Ceros Financial Services. He is also the owner of Simmons Financial LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, and private pooled vehicles. The firm offers discretionary and non-discretionary management using a combination of quantitative, fundamental, technical, cyclical, and modern portfolio theory methods, and serves as adviser and general partner to a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Andrew T

CFP®, Series 66

Peachtree City, GA

QM Advisors LLC

Andrew Toering is a CFP® with 19 years of industry experience, currently serving at QM Advisors LLC since 2019. His prior roles include positions at LPL Financial and United Community Banks, Inc. He holds the Series 66 designation. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, and acts as adviser to a private hedge fund. The firm employs a variety of analytic methods and offers both discretionary and non-discretionary management across multiple asset classes.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Joshua E

Series 65

Peachtree City, GA

QM Advisors LLC

Joshua Edmonds is a financial advisor at QM Advisors LLC with four years of industry experience. He holds a Series 65 designation and has been managing Area Medical LLC, a medical device sales and service company, since 2005. Edmonds has worked at Edmonds Capital LLC since 2021 and joined QM Advisors in 2023. QM Advisors LLC provides investment advisory and financial planning services to individuals, corporations, and retirement plans, including high-net-worth clients and private pooled vehicles. The firm offers discretionary portfolio management and fiduciary retirement plan services, employing a range of analytic methods and managing both separately managed accounts and a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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John D

CFP®, Series 63

Peachtree City, GA

QM Advisors LLC

John De Ment is a CFP® with seven years of industry experience, currently serving at QM Advisors LLC. He has worked at QM Advisors LLC since 2019, with prior roles at Gradient Advisors LLC and ownership of JP DeMent & Co., where he provides financial planning and insurance services, including teaching classes related to annuities and insurance. QM Advisors LLC offers investment advisory and financial planning services to individuals, corporations, and retirement plans, managing discretionary and non-discretionary portfolios using a range of analytic methods. The firm also serves as adviser and general partner to a private hedge fund, the QM Alpha Fund LP, and plans to register as a Commodity Pool Operator to facilitate commodity futures trading.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Darren H

Series 63, Series 66

Peachtree City, GA

QM Advisors LLC

Darren Heil is a financial advisor with QM Advisors LLC in Peachtree City, GA, holding Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at AM Alpha Fund, LP, KD&D Partners, LLC, US 50 Fund, Ceros Financial Services Inc., and Capital Research Advisors LLC. Outside of his advisory work, he owns 1776 Capital LLC and is a licensed insurance agent. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a mix of analytical methods and manages accounts through documented investment policies, including operating a private hedge fund and managing pooled investment vehicles.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Rachel F

Series 66

McDonough, GA

Global Investment Advisory

Rachel Faulk is a financial advisor with Global Investment Advisory, holding a Series 66 credential and three years of industry experience. She has worked at firms including American Global Wealth Management, First Asset Financial Inc., and Cape Securities Inc. In addition to her advisory role, she serves as Compliance Director at AMGlobe Consulting, LLC, providing regulatory compliance consulting. Global Investment Advisory offers fee-based discretionary portfolio management to individuals, trusts, estates, charities, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and manages a diverse range of investment instruments, including mutual funds, ETFs, equities, fixed income, and alternative assets.

Passive / index investing Active portfolio management Real estate investing
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Francois B

CFP®, Series 66

Fayetteville, GA

Investor Fan

Francois Bigot is a CFP® with 17 years of industry experience, currently serving at Investor FAN. His career includes roles at Edward Jones, Cape Securities / Financial Concierge Concepts, BB&T Investment Services, and Wells Fargo Clearing. Investor FAN provides investment management, financial consulting, and retirement plan advisory to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Retirement income strategy General retirement planning Wealth management
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Greg S

Series 63, Series 65

McDonough, GA

Global Investment Advisory

Greg Straka is a financial advisor at Global Investment Advisory with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including American Global Wealth Management and Modern Capital Management. Global Investment Advisory provides fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other advisory firms. The firm employs a tactical asset allocation approach combined with fundamental analysis and utilizes a diverse range of investment instruments and third-party sub-advisors.

Passive / index investing Active portfolio management Real estate investing
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David O

Series 65, Series 63

Peachtree City, GA

QM Advisors LLC

David O'dell is an advisor at QM Advisors LLC with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include work at Tradestation Securities, Inc. and entrepreneurial activities with !QCL Solutions LLC. QM Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, corporations, 401(k) plans, and private hedge funds. The firm employs a variety of analytical methods and manages both separately managed accounts and pooled investment vehicles, including a private hedge fund.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Founder/Business Owner Executive
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Martin S

Series 63, Series 66

Peachtree City, GA

WealthCare Financial Group, Inc.

Martin Smith is a financial advisor at WealthCare Financial Group, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Kovack Advisors, and Equitable Advisors. Smith is also the owner and agent of an insurance agency affiliated with Wealthcare Financial Group. Wealthcare Financial Group serves individuals, families, business owners, non-profit organizations, and retirement plan sponsors, offering financial planning, portfolio management, pension consulting, and rollover guidance. The firm employs a structured investing approach focused on diversification, customization, and long-term strategies through both hybrid model portfolios and standalone planning engagements.

General retirement planning Retirement income strategy Tax-loss harvesting Annuities Founder/Business Owner Retired Mid-Career Professionals
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Kelly L

Series 65

Peachtree City, GA

ELE Advisory Services, Inc

Kelly Larson is an Investment Advisor Representative at ELE Advisory Services, Inc. with two years of industry experience. Prior to joining ELE Advisory Services, Larson held roles at several related entities, including ELE Wealth Solutions, Financial Wealth Solutions, and 1st Consumer Insurance Agency, where Larson is also a general agent involved in life and health insurance products. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning, employing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Annuities College savings (529s, UTMA, etc.)
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