Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar

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.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

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.

Debt management Founder/Business Owner
user avatar
firm logo

Lindsey T

Series 65

Woodstock, GA

Freedom Wealth Coaching, LLC

Lindsey Turner is a Series 65-licensed financial advisor with two years of industry experience, currently practicing at Freedom Wealth Coaching, LLC in Woodstock, GA. Prior to rejoining Freedom Wealth Coaching in 2025, Turner worked at Mathies Financial Partners and held various roles in other firms since 2018. Freedom Wealth Coaching provides investment management, financial planning, and nondiscretionary consulting to individuals, retirement plans, trusts, estates, and small businesses. The firm operates through a co-advisory arrangement with Matson Money, combining client relationship management with discretionary portfolio management, and focuses notably on retirement plan and pension consulting at the plan level.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

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.

Cash flow / budgeting
user avatar

La Vaisha D

Series 65

Atlanta, GA

Ell Wess Advisors

La Vaisha Davis is a Series 65-licensed advisor with Ell Wess Advisors in Atlanta, GA, with three years of industry experience. Her prior experience includes roles at Compass Retirement Group and self-employment, as well as a background at Ell Wess Financial Services. She also works as an independent insurance agent receiving commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, managing a small client base with approximately $5.9 million in assets. The firm offers financial planning and portfolio management through structured programs like Wealth Creator and Virtual Family Office, using fundamental analysis and discretionary management with emphasis on coordination with other client advisors.

Options & derivatives strategies Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
user avatar
firm logo

Rebecca R

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

Rebecca Richardson is a CFP® with five years of industry experience, currently serving as an advisor at ATLas Investment Advisors. Her prior experience includes roles at Advisory Services Network, LLC, Resource Planning Group, and KPMG. In addition to her advisory work, she provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, employing an evidence-based investment approach centered on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
user avatar
firm logo

Frank J

CFP®, Series 63

Marieta, GA

Hanover Advisors, Inc

Frank Johnson is a CFP® with six years of industry experience, currently serving as an advisor at Hanover Advisors, Inc. He has been associated with Hanover Group, LLC since 2000. Outside of his advisory role, he is the sole member of Holt Cedartown, LLC, a commercial real estate business in Marietta, GA. Hanover Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing fundamental analysis and Modern Portfolio Theory to tailor portfolios to clients’ objectives and risk tolerances.

Options & derivatives strategies
user avatar
firm logo

Curtis P

Series 63, Series 65

Peachtree Corners, GA

Mason Westbridge Asset Management LLC

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

Wealth management
user avatar
firm logo

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.

Income planning Executive Founder/Business Owner
user avatar
firm logo

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.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner
user avatar
firm logo

George M

CFP®, Series 65

Alpharetta, GA

ATLas Investment Advisors

George Mauser is a CFP® with 14 years of industry experience and currently serves as a financial advisor at ATLas Investment Advisors. His prior roles include positions at Advisory Services Network LLC and Resource Planning Group, Ltd. Outside of advisory work, he also provides tax preparation services during tax season. ATLas Investment Advisors offers portfolio management and financial planning primarily to individual and high-net-worth clients, using an evidence-based investing approach focused on long-term, passive strategies with strategic asset allocation and periodic rebalancing.

General retirement planning Retirement income strategy General tax planning Wealth management Passive / index investing
user avatar
firm logo

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.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Larry F

Series 63, Series 65

Marietta, GA

Paul Manners & Associates, Inc.

Larry Forbus is an advisor at Paul Manners & Associates, Inc. in Marietta, GA, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Paul Manners & Associates since 1990. Paul Manners & Associates, Inc. provides investment supervisory services to individuals, pension plans, charitable foundations, and trusts. The firm manages separate long-only portfolios using an actively managed, broadly diversified, low-turnover approach that blends fundamental and technical analysis.

Active portfolio management Wealth management
user avatar
firm logo

Mindy E

Series 65

Atlanta, GA

Nora Wealth

Mindy Evans is a financial advisor at Nora Wealth with a Series 65 credential and one year of industry experience. Prior to joining Nora Wealth, she was involved in entrepreneurial ventures including Nostalchics and Dog Bites Bakery. Nora Wealth is a fee-only financial planning and investment advisory firm serving individuals, trusts, businesses, and retirement plans. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis and manages approximately $83.7 million in assets with a small, founder-owned team.

Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar
firm logo

Richard S

Series 63, Series 65

Roswell, GA

ST. John & Associates, Inc.

Richard Stjohn is a financial advisor at St. John & Associates, Inc. in Roswell, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with St. John & Associates since 1992. Outside of his advisory work, he is a managing member of a real estate limited partnership with his wife. St. John & Associates provides discretionary, model-based portfolio management and comprehensive financial planning to individuals, families, trusts, privately owned businesses, and plan sponsors. The firm uses predefined asset-allocation models combining active and passive strategies, with oversight of third-party sub-advisers, and emphasizes regular client communications, educational outreach, and technology-driven reporting tools.

General retirement planning College savings (529s, UTMA, etc.) Retirement withdrawal strategies Doctor or Medical Professional Founder/Business Owner Executive Mid-Career Professionals
user avatar
firm logo

Nicole W

CFP®

Atlanta, GA

Financial Discovery

Nicole Wright is a CFP® professional with 12 years of experience in financial advising. She has been with Financial Discovery Group since 2012. Financial Discovery Group provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, custodial accounts for minors, and individual/solo 401(k) plans. The firm uses an asset-liability matching framework with fundamental valuation and economic-cycle analysis, offering tailored advice and annual reviews across a broad range of investment instruments.

Income planning Options & derivatives strategies Real estate investing General tax planning Retired Founder/Business Owner
user avatar
firm logo

Scott A

Series 63, Series 65

Alpharetta, GA

Ridge Capital Management, LLC

Scott Adams is a financial advisor with Ridge Capital Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Adams is also involved with Capital Asset Monitoring, LLC as a consultant. Ridge Capital Management provides wealth management and financial planning services to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm employs diversified investment strategies based on client goals and risk tolerances, offering portfolio management, financial and estate planning coordination, and pension consulting.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
user avatar

Charles M

CFP®, Series 63, Series 65

Alpharetta, GA

CG Maton Advisory, Inc.

Charles Maton is a CFP® professional with 44 years of industry experience. He has worked at StoneX Securities Inc. since 2002 and has been with CG Maton Advisory, Inc. since 1989. He is also the owner and president of CG Maton Agency, Inc., a management company providing insurance services. CG Maton Advisory, Inc. operates as an investment manager serving pooled vehicles, institutional accounts, individuals, trusts, pensions, and business entities. The firm uses a combination of top-down and bottom-up analysis with fundamental, technical, and cyclical methods, focusing on asset allocation, diversification, and long-term growth across multiple asset classes.

General retirement planning Income planning Long-term care insurance Umbrella liability Options & derivatives strategies Retired
user avatar
firm logo

Joshua C

Series 65

Decatur, GA

Chamberlain Financial Advisors, Inc.

Joshua Chamberlain is a financial advisor at Chamberlain Financial Advisors, Inc. in Decatur, GA, holding a Series 65 designation with 8 years of industry experience. He has been with Chamberlain Financial Advisors since 2017 and also serves as principal of JB&JM Group, Inc., a business operations consulting firm. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, employing a Modern Portfolio Theory-based approach using broadly diversified, low-cost mutual funds and ETFs. The firm provides services including retirement, education, estate, and divorce planning, and offers educational workshops and investment consultation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Divorce financial planning Retirement withdrawal strategies
user avatar
firm logo

Margaret H

Series 65

Marietta, GA

Executive Money Managers, Inc.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.

Active portfolio management Options & derivatives strategies
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")