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William A
Series 65
Atlanta, GA
Astrop Advisory Corporation
William Astrop Jr. is a financial advisor with Astrop Advisory Corporation in Atlanta, GA, holding a Series 65 designation and 17 years of industry experience. He has been with Astrop Advisory Corporation since 1996. Astrop Advisory provides discretionary investment management for individual and institutional clients, focusing on capital preservation and long-term growth. The firm manages actively tailored portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types.
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.
Jeffrey L
Series 63, Series 65
Alpharetta, GA
Vantage Legacy Advisors, LLC
Jeffrey Levitan is a financial advisor with Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with several entities including Transformation Financial, Inc. and the All for One Foundation, a children’s charity he founded. Levitan also serves as a board member for Associate Owners Group, Inc., a reinsurance company. Vantage Legacy Advisors provides individualized investment management and financial planning for individuals and high-net-worth clients, utilizing a combination of passive management and multiple analytical methods. The firm delegates portfolio management to unaffiliated registered investment advisers and incorporates client-directed rebalancing and account actions.
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.
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.
Joshua C
CFP®, Series 65
Decatur, GA
Chamberlain Financial Advisors, Inc.
Joshua Chamberlain is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Chamberlain Financial Advisors, Inc. since 2017, where he is a principal. Outside of financial advising, Chamberlain is involved in business operations consulting through JB&JM Group, Inc. Chamberlain Financial Advisors serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, including specialized areas such as divorce planning. The firm employs a Modern Portfolio Theory-based investment approach using diversified, low-cost funds and offers educational workshops on personal finance and investing topics.
Anna K
ChFC®, Series 66
Atlanta, GA
AKPRIDE Financial Services
Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.
Lorraine E
CFP®
Atlanta, GA
Alder Financial Group Inc
Lorraine Eason is a CFP® professional with three years of industry experience, currently serving as an advisor at Alder Financial Group Inc in Atlanta, GA. She has been with The Alder Financial Group, Inc. since 2006. Alder Financial Group provides discretionary investment management and financial planning to individuals, families, small businesses, and trusts, managing approximately $224 million in client assets. The firm uses fundamental and macroeconomic analysis to create customized, diversified portfolios and supports portfolio construction with internal analytical tools, ongoing monitoring, and formal reviews.
Russell H
CFP®
Atlanta, GA
Holcombe Financial, Inc.
Russell Holcombe is a CFP® professional with 21 years of industry experience. He is the principal at Holcombe Financial, Inc., where he has worked since 2003. Outside of his advisory role, he is a licensed real estate broker involved in a non-investment-related real estate business. Holcombe Financial serves individual investors including high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm provides financial planning, discretionary portfolio management, and retirement-plan advisory services, employing a long-term, buy-and-hold investment approach supplemented by diverse asset strategies and managing several private pooled funds.
Keith J
Series 63, Series 65
Alpharetta, GA
Integras Partners, LLC
Keith Johnson is a financial advisor with Integras Partners, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Integras Partners since 2014 and is also involved as a managing member of a commercial real estate firm. Integras Partners serves individual investors, retirement plans, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting, employing tailored model portfolios and a range of investment strategies including derivatives and option writing.
Yarenis R
Series 66
Atlanta, GA
Pursue Wealth Partners, LLC
Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.
Sean T
CFP®, Series 63, Series 65
Atlanta, GA
Estate Management Counselors,Llc
Sean Todd is a CFP® with 12 years of experience at Estate Management Counselors, LLC and over 30 years running his own law practice, Sean G. Todd, P.C., where he provides estate, tax, and asset protection planning. He is based in Atlanta, GA. Todd's other business activities include operating a law office as a sole practitioner. Estate Management Counselors, LLC delivers fee-based financial planning and investment management to individuals, trusts, estates, and small businesses using a strategic asset allocation approach that combines passively managed index funds and ETFs with active management. The firm integrates affiliated legal, accounting, and insurance services but clients are not required to use them.
Nelson G
Series 63, Series 65
Dunwoody, GA
Leechgary Asset Management LLC
Nelson Gary Jr. is a financial advisor at Leechgary Asset Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leechgary since 2007. Leechgary Asset Management LLC provides discretionary portfolio management and related advisory services primarily to individual clients, including high-net-worth individuals. The firm serves a small client base with approximately 28 relationships and $21 million in assets under management, focusing on individualized portfolio oversight.
Wallace N
CFP®, Series 66
Roswell, GA
Asset Guidance Group, LLC
Wallace Nichols Jr. is a CFP®-credentialed financial advisor with 14 years of industry experience, currently serving at Asset Guidance Group, LLC. He has worked at the firm since 2012 and was previously associated with First American National Investment Advisors. In addition to his advisory role, Nichols is an attorney at WR Nichols Law, LLC, where he provides legal services. Asset Guidance Group is a fee-based advisory firm serving individuals and families, including accredited investors, with financial planning and portfolio management. The firm combines automated investment strategies with human oversight and offers additional services such as private-placement due diligence, a subscription-based research publication, and educational seminars.
Philip L
Series 65
Atlanta, GA
Concert Financial Planning, LLC
Philip Lichtman is a financial advisor at Concert Financial Planning, LLC in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has worked with various firms, including Maycomb Wealth Advisors LLC and The Lichtman Firm, LLC. Outside of financial advising, Lichtman is also a mediator and attorney at Mills Law Group PA. Concert Financial Planning serves primarily BigLaw attorneys and their families, along with individual and high-net-worth clients. The firm employs a passive, low-cost investment approach enhanced by fundamental and economic analysis, incorporating options overlay strategies to manage risk and income, and typically manages accounts on a discretionary basis with tailored portfolios.
Jack E
Series 65
Alpharetta, GA
Georgia Advisory Group LLC
Jack Eason is a financial advisor with Georgia Advisory Group LLC and holds the Series 65 designation. He has experience working with the Department of Defense - Army since 2021 and previously attended the United States Military Academy and New Berlin High School. Georgia Advisory Group serves retail investors by providing discretionary portfolio management along with financial, retirement, and tax planning services. The firm focuses on individual equities, narrow ETFs, and options strategies, and manages client accounts on a discretionary basis with monthly monitoring.
Michael B
Series 66
Marietta, GA
Wickham Financial & Insurance Services
Michael Beecher is a financial advisor at Wickham Financial & Insurance Services in Marietta, GA, with 26 years of industry experience. He holds the Series 66 designation and has worked at Wickham Financial since 2020, following five years at Carter Terry & Company Inc. Outside of his advisory role, Beecher serves as chairman of the Friends of the NRA Northwest Metro Georgia chapter, overseeing an annual fundraising program. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, along with retirement plan consulting for employer plan sponsors. The firm combines fundamental, technical, quantitative, and sector analysis to construct individualized portfolios and utilizes a third-party platform to manage held-away accounts without taking direct custody.
Patrick R
Series 63
Atlanta, GA
The Renn Wealth Management Group, Inc.
Patrick Renn is a financial advisor with The Renn Wealth Management Group, Inc. in Atlanta, GA. He holds a Series 63 designation and has 55 years of industry experience, including long-term roles at Bisys and Raymond James Financial Services, Inc. Outside of advising, Renn serves on the finance and investment committees of multiple nonprofits and is the author of a published book titled "Finding Your Money's Greater Purpose." The Renn Wealth Management Group provides investment management and fee-based financial planning to individuals, business owners, trusts, and retirement plans. The firm employs an institutional investment approach that includes capital markets assumptions, asset allocation optimization, and relative strength analysis, tailoring portfolios to clients’ risk profiles and objectives.
Stephen D
CFA®
Alpharetta, GA
Circa Capital, LLC
Stephen Davenport is a CFA® charterholder with nine years of industry experience. He is a founding advisor at Circa Capital, LLC and has previously worked at Decatur Capital Management, GenSpring Family Offices, SunTrust Advisory Services, and Columbia Management Advisors. Circa Capital primarily serves individual investors, including high-net-worth clients, as well as institutional clients such as corporate pension and profit-sharing plans. The firm employs a long-term, quality-and-value oriented investment approach with concentrated portfolios and utilizes fundamental analysis, discretionary portfolio management, and project-based consulting.
Christopher C
Series 63, Series 65
Atlanta, GA
Ciovacco Capital Management
Christopher Ciovacco is the founder and sole advisor at Ciovacco Capital Management in Atlanta, GA. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. Mr. Ciovacco has managed his firm since 1999. Ciovacco Capital Management provides discretionary portfolio management on a fee-only, fiduciary basis, primarily serving individuals, high-net-worth investors, and business entities. The firm uses a proprietary, backtested market model to guide ETF allocations and manages over 200 client accounts with approximately $182 million in discretionary assets.
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6,857 advisors near
30346
within the area shown on the map
Out of 400,000+ nationwide