Overwhelmed by options?
Answer a few questions to see advisors matched to you.
224 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide
Rhonda G
CFP®
Buford, GA
Wealth 360, LLC
Rhonda Grover is a CFP® professional with nine years of experience at Wealth 360, LLC and six years of self-employment prior to that. She is based in Buford, GA. Wealth 360, LLC serves individual investors, pension and profit-sharing plans, and corporations by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm is notable for its sub-advisory business, managing assets on behalf of other advisers, and offers a range of ERISA services alongside its long-term investment approach.
John A
Series 65
Gainesville, GA
Anderson Advisors, Inc.
John Anderson is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at AE Wealth Management, LLC since 2018 and previously spent seven years at Global Financial Private Capital, LLC. Anderson has also been associated with Anderson Advisors since 2003, where he serves as president and is involved in the sale of fixed insurance products. Anderson Advisors, Inc. provides asset management and financial planning services to individuals and small businesses, utilizing model portfolios from AE Wealth Management and third-party platforms. The firm emphasizes fundamental analysis and targeted asset allocation across six model portfolios, managing client accounts with discretionary trading and regular reviews.
James H
Series 63, Series 65
Gainesville, GA
Fiduciary Capital, Inc.
James Henderson Jr. is a financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with Fiduciary Capital, Inc. since 2016 and also has experience with Richlife Advisors, LLC dating back to 2006. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis with an actively managed, long-term investment approach and customizes strategies through client interviews and questionnaires.
Kyle B
Series 66
Gainesville, GA
Financial Potential Wealth Management
Kyle Bochat is a financial advisor at Financial Potential Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including World Investment Advisors, IFG Advisory & LPL Financial, and Wells Fargo. In addition to his advisory role, he is president of K Brothers Development, LLC, a spec house construction business. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on discretionary portfolio management, financial planning, and consulting on succession, philanthropic strategy, and business exit planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage client portfolios.
William S
Series 65
Gainesville, GA
Fiduciary Capital, Inc.
William South is a Series 65 licensed financial advisor with Fiduciary Capital, Inc. in Gainesville, GA, where he has worked since 2023. He has two years of industry experience and previously worked at Richlife Advisors, LLC, as well as in roles outside finance including Screaming Eagle Aerial Adventures and university positions. Fiduciary Capital, Inc. provides investment advisory services to individuals, including high-net-worth clients, through discretionary portfolio management, financial planning, and consulting. The firm employs an actively managed, long-term investment approach based on fundamental analysis and tailors strategies through one-on-one interviews.
Clinton G
Series 63, Series 66
Gainesville, GA
Capital Investment Partners LLC
Clinton Galyean is a financial advisor with Capital Investment Partners LLC in Gainesville, GA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at International Assets Advisory, LLC and ProEquities, Inc. Outside of advisory services, he owns Galyean Investment Properties, LLC. Capital Investment Partners LLC provides investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses, managing approximately $49 million on a discretionary basis. The firm emphasizes long-term, buy-and-hold asset-class diversification primarily through passively managed mutual funds and model portfolios, incorporating tax, estate, and retirement planning consultations as part of its services.
Colby J
Series 65, Series 63
Gainesville, GA
JT Stratford, LLC
Colby James is a financial advisor at JT Stratford, LLC with one year of industry experience. He holds the Series 65 and Series 63 designations and has previous work experience with Northwestern Mutual and Windham Brannon. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and incorporates emerging technology, including AI tools, to support research and operations.
Bryan H
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Bryan Hogan is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Jt Stratford since 2010 and has been associated with related firms including J.T. Stratford Advisors, LLC and Stratford Consumer Services, Inc. Outside of advisory work, he serves as Assistant Vice President in insurance sales focusing on life and health insurance. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations, managing approximately $815 million across a 14-person team. The firm provides portfolio management, financial planning, retirement plan services, and access to third-party model portfolios, employing both fundamental and technical analysis tailored to client objectives.
Travis E
Series 66
Gainesville, GA
JT Stratford, LLC
Travis Echols is a financial advisor at JT Stratford, LLC with 22 years of industry experience. He holds the Series 66 designation and previously operated Echols Financial Services for 18 years before joining JT Stratford in 2022. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person team, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Amanda B
Series 65
Gainesville, GA
JT Stratford, LLC
Amanda Bruner is a financial advisor at JT Stratford, LLC in Gainesville, GA, holding a Series 65 designation with 12 years of industry experience. She has been with Fiduciary Capital Stratford, LLC since 2014. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also offers access to alternative and private investment vehicles.
Palmer F
Series 65
Gainesville, GA
JT Stratford, LLC
Palmer Ferguson is a financial advisor at JT Stratford, LLC with a Series 65 designation and one year of industry experience. Prior to joining JT Stratford, he held positions at Lincare, Vector Marketing, United Parcel Service, and the Northeastern Judicial Circuit of Georgia, and completed his education at the University of Georgia and University of North Georgia. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,150 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to third-party models and sub-advisory strategies.
Augustus H
Series 63, Series 66
Gainesville, GA
JT Stratford, LLC
Augustus Hames is a financial advisor at JT Stratford, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at BFC Planning, Inc. and Securities Management & Research. Outside of his advisory role, he serves as a deacon at Christ Presbyterian Church. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, and employer retirement plan services, using both fundamental and technical analysis along with model portfolios and third-party managers.
Stacy E
CFP®, Series 63
Gainesville, GA
Capital Square, LLC
Stacy Eaton is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Capital Square, LLC since 2017. Prior to this, Eaton worked for six years at Bellwether Investment Group, LLC. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and utilizing strategies such as margin, options, and third-party managers when appropriate.
Mark G
CFP®, Series 65
Gainesville, GA
JT Stratford, LLC
Mark Gibbs is a CFP® with 20 years of industry experience, currently serving as an advisor at JT Stratford, LLC. He has worked at Fiduciary Capital Stratford, LLC since 2015 and has owned Gibbs Financial Services, PC since 2004, where he provides tax preparation and accounting services for approximately 140 clients. Gibbs is also a licensed CPA in Georgia, offering additional tax and accounting support. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,100 clients through a 14-person team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Jason B
Series 66
Gainsville, GA
Capital Markets IQ, LLC
Jason Bright is a Series 66-licensed advisor with eight years of industry experience, currently with Capital Markets IQ, LLC since 2022. He previously worked at Thrivent Financial and Control Southern. Outside of advisory work, he serves on the board of the nonprofit Family Promise of Gwinnett and is a managing partner at Brightsmith Advisors LLC, providing insurance sales, business consulting, and CPA team-based services. Capital Markets IQ offers investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and businesses. The firm employs a multi-branch model with centralized supervision and a comprehensive planning framework, managing a broad range of investment instruments and coordinating with external professionals.
Gregory W
Series 63
Braselton, GA
Investors Asset Management of Georgia Inc
Gregory Waters is a financial advisor at Investors Asset Management of Georgia Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Investors Asset Management of Georgia since 1990. Investors Asset Management of Georgia provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and retirement plans. The firm offers customized portfolios typically diversified among stocks, bonds, and mutual funds, using a buy-and-hold strategy with tactical adjustments based on economic cycles.
Edwin R
ChFC®, Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Edwin Robins is a financial advisor with Jt Stratford, LLC based in Winston Salem, NC. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. Robins has worked at firms including Triad Advisors, Inc. and Fiduciary Capital Stratford, LLC. Outside of financial advising, he serves as a board member for the Durham Coca-Cola Bottling Company and participates in community activities through St. Paul's Episcopal Church. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for over 1,100 clients through a 14-person advisory team, offering portfolio management, financial planning, and retirement services while utilizing both fundamental and technical analysis along with third-party managers.
Dwayne F
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Dwayne Ferguson is a financial advisor with JT Stratford, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Triad Advisors, Inc., and he has operated an insurance agency, Stratford Group Inc., since 1999. He also serves as a member of a management consulting firm, 3-Choice Care Credit LLC. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for over 1,150 clients through a 14-person advisory team. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
James D
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
James Davenport is a financial advisor with Jt Stratford, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Triad Advisors, Inc. for 23 years and briefly at Silver Oak Securities, Inc. Davenport is also a partner in Colhoun Robins Davenport & Co, LLC, where he is involved in insurance and employee benefits. Jt Stratford, LLC is an SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million across a 14-person advisory team, providing portfolio management, financial planning, retirement plan services, and access to third-party model portfolios and sub-advisory strategies.
Hunter P
CFA®
Gainesville, GA
JT Stratford, LLC
Hunter Parker is a CFA® charterholder with five years of industry experience. He has worked at JT Stratford, LLC since 2021 and has prior experience at Triad Advisors LLC, Onsyte Performance, Forrester Manufacturing, Outdoor Environments, and Yonah Mountain Vineyards. JT Stratford, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $815 million for roughly 1,151 clients through a 14-person advisory team, offering portfolio management, financial planning, employer retirement plan services, and access to model portfolios and sub-advisory strategies.
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.
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")
Finding advisors...
224 advisors near
30507
within the area shown on the map
Out of 400,000+ nationwide