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Olin A
Series 63
Atlanta, GA
Investors Asset Management of Georgia Inc
Olin Armentrout is a financial advisor with Investors Asset Management of Georgia Inc. in Atlanta, GA, holding a Series 63 designation and 22 years of industry experience. He has been with Investors Asset Management of Georgia since 1990. Outside of his advisory role, Armentrout owns and operates a business providing services to livestock producers to verify beef cattle for export to Japan and manages a family farm raising beef cattle in Virginia. Investors Asset Management of Georgia offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and foundations. The firm employs a buy-and-hold investment approach with tactical adjustments and supports various retirement plans through its Investors Choice program and model portfolios.
Matthew W
Series 65
Atlanta, GA
Riverstone Advisors, LLC
Matthew Williams is a financial advisor at Riverstone Advisors, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Riverstone Advisors in 2023, he worked at Google LLC from 2016 to 2023. Riverstone Advisors provides wealth management, financial planning, investment consulting, and family office services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering customized portfolios and a distinct Family Office tier for clients with $20 million or more in investable assets.
Cameron P
Series 63, Series 65
Atlanta, GA
Peachcap Tax & Advisory, LLC
Cameron Parkhurst is a financial advisor at PeachCap Tax & Advisory, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PeachCap since 2020, following previous roles at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism-related business. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and asset-allocation review through diversified, model-based portfolios utilizing multiple strategies including long-term holdings and option strategies.
Mark S
CFP®, Series 66
Atlanta, GA
SmartPath Advisors
Mark Sinderson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with SmartPath Advisors since 2020 and previously worked at Financial Clarity Partners, Liberty Partners Capital Management, and SmartPath, Inc. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies primarily for individuals accessing services through their employers and high-net-worth clients. The firm emphasizes a passive investment approach using diversification and low-cost index funds, with engagements typically arranged and paid for by employers or organizations rather than individual clients.
Ari D
Series 63, Series 65
Atlanta, GA
Register Financial Advisors, LLC
Ari Dardik is a financial advisor with Register Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 21 years. Register Financial Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm uses a broad range of investment instruments and strategies, combining in-house and third-party management, and operates multiple wrap fee programs with a distinctive service and operational model involving derivatives and borrowing within managed accounts.
Tiffany H
Series 65
Atlanta, GA
Irc Wealth
Tiffany Hedemark is a financial advisor with Irc Wealth in Atlanta, GA, holding a Series 65 designation and nine years of industry experience. She has been with Investors Research Corporation since 2015. Irc Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on long-term value and income strategies using stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor offering commodity transactions.
Jared H
CFP®, Series 66, Series 63
Atlanta, GA
Regimen Wealth, LLC
Jared Haubenstock is a CFP® with nine years of industry experience, currently serving as a financial advisor at Regimen Wealth, LLC in Atlanta, GA. He has held positions at Regimen Wealth since 2020, with prior experience at Ameriprise Financial Services and Fidelity Investments Institutional Service Company. Regimen Wealth provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm employs an evidence-driven, model-based investment approach emphasizing diversified core allocations with tailored strategies suited to clients’ tax, liquidity, and investment needs.
Georgi I
CFA®
Marietta, GA
Maple Capital Management, Inc.
Georgi Ivanov is a CFA® charterholder with one year of experience in the financial advisory industry. He is currently with Maple Capital Management, Inc., where he has worked since 2026. Prior to joining Maple Capital Management, he held roles at Mastercard International, Nexo, Wells Fargo Corporation, Angel Oak Capital Advisors, and Upper Iowa University. Maple Capital Management provides portfolio management and investment consulting to individuals, families, trusts, retirement plans, and institutional clients. The firm emphasizes fundamental analysis of individual securities and offers tailored account strategies across equity, fixed income, and cash management.
Joel R
Series 65
Atlanta, GA
Persium Advisors, LLC
Joel Rabanal is a financial advisor with Persium Advisors, LLC in Atlanta, GA, holding a Series 65 designation and six years of industry experience. He previously worked at BB&T in Retirement and Institutional Services and BB&T Corporation. Persium Advisors serves retirement plan committees and individual investors by offering retirement plan advisory, direct investment management, investment consulting, and standalone financial planning. The firm manages approximately $456.3 million in discretionary assets and provides consulting advice for about $894.4 million in pension and investment consulting assets.
Phillip N
CFA®, Series 66
Atlanta, GA
Persium Advisors, LLC
Phillip Nelson is a CFA® charterholder with 21 years of industry experience. He is currently with Persium Advisors, LLC and has previously worked at Ferguson Shapiro LLC, Meadow Creek Wealth Advisors, Wells Fargo Clearing, and Truist Investment Services. He serves as the immediate past Chair of the Board for the non-profit Historic Oakland Foundation in Atlanta. Persium Advisors serves retirement plan committees as well as individual and high-net-worth investors, providing a range of retirement plan services, direct investment management, and financial planning. The firm emphasizes fundamental analysis, fiduciary responsibility, and ongoing monitoring of third-party advisers.
Bradley M
Series 65, Series 66
Atlanta, GA
MartinWright Advisory, LLC
Bradley Martin is a financial advisor at MartinWright Advisory, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses with five years of industry experience. He previously worked at Balentine LLC for eleven years and has held roles at Credit Suisse Securities, AllianceBernstein, and Garden Leave. In addition to his advisory work, Martin is a licensed insurance agent involved in insurance sales and servicing clients. MartinWright Advisory is a seven-advisor firm managing approximately $160.7 million in discretionary assets for around 108 clients. The firm employs a blend of active and passive management strategies, tactical asset allocation, and the use of options and alternative investments, while maintaining formal relationships with other advisory and service providers to support compliance, reporting, and trade execution.
Angelique D
CFP®, Series 66
Atlanta, GA
Inlight Wealth
Angelique Dumler is a CFP® and Series 66 credentialed advisor with 20 years of experience in the financial industry. She has worked at Morgan Stanley in various capacities from 2006 to 2017 and at Citigroup Global Markets before joining InLight Wealth Management in 2017. InLight Wealth Management is a team of five advisors serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary portfolio management and financial planning, using fundamental analysis across a range of investments including separately managed accounts, mutual funds, ETFs, equities, and fixed income.
Parker P
Series 65
Atlanta, GA
Young Investment Advisors, Inc
Parker Philpot is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm follows a balanced strategy primarily recommending mutual funds and ETFs, offering non-discretionary advice through one-time or ongoing engagements.
Clint F
CFP®, Series 66
Marietta, GA
Proactive Wealth Strategies, LLC
Clint Farabaugh is a CFP® professional with 20 years of industry experience. He is affiliated with Proactive Wealth Strategies, LLC and has previously worked at LPL Financial, INVEST Financial Corporation, and Vining Financial. Proactive Wealth Strategies is an independent registered investment adviser managing approximately $316 million for individuals, families, and trusts. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down, performance-based approach with individualized asset allocation and ongoing account monitoring.
John D
Series 66
Atlanta, GA
Wright Wealth LLC
John Duncan is a financial advisor at Wright Wealth LLC in Atlanta, GA, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including NovaPoint Capital LLC, Capital Asset Advisory Services, and Edward Jones. Wright Wealth provides investment management and financial planning services to individuals, high-net-worth clients, employer retirement plans, charitable organizations, and businesses. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers services such as discretionary portfolio management, retirement plan consulting, and tax preparation assistance.
Carmen L
Series 66
Atlanta, GA
Regent Peak Wealth Advisors, LLC
Carmen Laster is a financial advisor at Regent Peak Wealth Advisors, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. since 2019 and previously at Merrill Lynch from 2016 to 2019. Outside of her advisory role, she serves as a board member for a neighborhood homeowners association. Regent Peak Wealth Advisors, LLC provides investment advisory and wealth planning services to individuals and corporations, managing approximately $706 million in discretionary assets. The firm employs model portfolios and third-party managers with a focus on ETFs and equities, offering services including financial planning, pension consulting, and family office support.
Kayla W
CFP®
Atlanta, GA
Montag
Kayla Whitaker is a CFP® at Montag with five years of industry experience. She previously worked at Yeomans Consulting Group and has a background that includes roles outside of financial advising. Montag serves high-net-worth individuals, families, trusts, estates, and charitable organizations by offering discretionary portfolio management, financial planning, and consulting services. The firm combines fundamental and technical equity analysis with fixed-income management and operates with a specialized team to manage client portfolios on a fiduciary basis.
Krista P
CFP®, Series 66
Atlanta, GA
CPC Advisors, LLC
Krista Pritchett is a CFP® professional with three years of industry experience, currently serving at CPC Advisors, LLC. She has held positions at Raymond James Financial Services and Consolidated Planning Corporation prior to joining CPC Advisors. Outside of advisory work, she is the owner of Pritchett Enterprises LLC, where she is involved in researching foreclosures and business planning. CPC Advisors provides financial planning and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and other business entities. The firm employs an investment approach centered on model portfolios and asset allocation consistent with Modern Portfolio Theory, with a focus on mutual funds, equities, and ETFs for long-term investment.
Louis B
Series 66
Marieta, GA
Southbridge Advisors, LLC
Louis Brown is a financial advisor with Southbridge Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at firms including Homrich Berg, Wealth & Pension Services Group, Inc., and Triad Advisors, Inc. Outside of his advisory role, Brown provides consulting services to golf course developers, assisting with feasibility, architect selection, project management, and marketing. Southbridge Advisors, LLC offers comprehensive financial planning and portfolio management to individuals, corporations, charities, and retirement plans, managing approximately $350 million in client assets. The firm employs Modern Portfolio Theory to tailor asset allocations and uses both direct implementation and third-party institutional strategists as part of its investment approach.
Emily R
Series 66
Atlanta, GA
Regent Peak Wealth Advisors, LLC
Emily Raymond is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with nine years of industry experience. She has worked at Regent Peak since 2019 and previously held positions at Purshe Kaplan Sterling Investments and Merrill. Outside of her advisory role, she serves as Parent Coordinator and Board Chair for the Rhyne Park Girls Softball youth league. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, and family office services for individuals, including high-net-worth clients, as well as corporate and plan clients. The firm utilizes model portfolios based on Modern Portfolio Theory, primarily allocating to ETFs and equities, and often implements strategies through sub-advisers or third-party money managers.
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5,033 advisors near
30305
within the area shown on the map
Out of 400,000+ nationwide