Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

2,190 advisors near
30188

Out of 400,000+ nationwide

user avatar
firm logo

Justin S

Series 65

Canton, GA

Gradient Advisors, LLC

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Retirement income strategy General tax planning
user avatar
firm logo

Jared O

Series 63, Series 65

Alpharetta, GA

One Capital Management, LLC

Jared Osborne is a financial advisor at One Capital Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF and Bank of America. One Capital Management, LLC manages approximately $8.5 billion for individuals, pension plans, trusts, and corporations, offering wealth management, discretionary portfolio management, and advisory consulting. The firm builds customized, globally balanced portfolios combining active large-cap equity management with ETFs and diversified fixed income, and serves as investment adviser to the FundX family of exchange-traded funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
user avatar
firm logo

Ebony R

Series 65, Series 63

Peachtree Corners, GA

United Brokerage Services, INC

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked previously at United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of her advisory role, she consults small business owners on human resources and employee relations through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs. The firm emphasizes strategic and tactical asset allocation, including the use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

Tax-loss harvesting Wealth management
user avatar
firm logo

Coleton S

Series 65, Series 63

Alpharetta, GA

Howard Capital Management, LLC

Coleton Staton is a financial advisor at Howard Capital Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Howard Capital Management since 2020. His prior work includes roles at John Hancock, MassMutual, and the Atlanta Braves. Howard Capital Management serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering portfolio management, private wealth services, and retirement tools. The firm employs proprietary tactical indicators and model portfolios, often using its own mutual funds and ETFs, to guide investment decisions.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
user avatar
firm logo

Aaron D

Series 63, Series 65

Marietta, GA

Impact Partnership Wealth, LLC

Aaron Dixon is a financial advisor with Impact Partnership Wealth, LLC in Marietta, GA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at State Farm VP Management Corp. and Steve Cannon Insurance Agency. Outside of advisory work, he owns and operates North Mountain Capital, LLC, an equipment rental business. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion in assets. The firm employs a range of model portfolio solutions and discretionary management strategies, supported by a network of about 90 advisors and multiple affiliated service providers.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Jill C

CFP®, Series 65

Alpharetta, GA

Merit Financial Advisors

Jill Crawford is a CFP® and holds a Series 65 license, with 23 years of experience in the financial services industry. She has worked at Consilium Associates since 2015 and previously spent 12 years at Ronald Blue & Co., LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with a combination of internally managed portfolios and third-party managers, supporting both discretionary and non-discretionary account arrangements.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Robert Y

CFP®, Series 63, Series 65

Peachtree Corners, GA

Apollon Wealth Management, LLC

Robert Yu is a CFP® with 13 years of industry experience and is currently with Apollon Wealth Management, LLC. He has worked previously at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. Yu is licensed as an insurance agent for life, health, and annuity products. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and insurance clients, combining centrally managed strategies with locally managed portfolios and utilizing varied investment tools including ESG models, direct indexing, and generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
user avatar
firm logo

Mark T

Series 66

Dunwoody, GA

Arkadios Wealth Advisors

Mark Thompson is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and bringing 23 years of industry experience. He has worked with several firms, including EPG Wealth Management LLC and ACG Wealth, Inc. Outside of his advisory work, Thompson serves as president of Authentic Financial, LLC, a non-investment-related business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of platforms, including advisor-managed accounts and third-party money managers. The firm utilizes an internal portfolio team for strategy and trade execution and offers comprehensive financial planning and retirement consulting.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Noah W

CFP®

Peachtree Corners, GA

Apollon Wealth Management, LLC

Noah Williams is a CFP® professional with experience beginning in 2023 and currently works at Apollon Wealth Management, LLC. His background includes roles in various organizations such as First Coast Service Options and HomePro, Inc., as well as service in the U.S. Navy. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance company clients, offering a range of financial planning and portfolio management services that combine centrally managed strategies with locally managed portfolios and utilize advanced technology tools, including generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
user avatar
firm logo

Edward G

Series 63, Series 65

Alpharetta, GA

Gibbs Wealth Management, LLC

Edward Gibbs is a financial advisor with Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Visionary Wealth Management and owns several businesses, including Gibbs Marketing Inc. and SJM Real Estate Holdings, which are primarily established for tax and expense purposes. Gibbs Financial Group, where he serves as president, involves his insurance sales activities and occupies most of his professional time. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model management strategies. The firm emphasizes a mix of analytical approaches and offers educational seminars alongside its investment advisory services.

Options & derivatives strategies Concentrated stock management
user avatar
firm logo

Michael H

Series 66

Alpharetta, GA

Wealthcare Advisory Partners LLC

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Kyle H

Series 63, Series 65

Alpharetta, GA

Elevation Point Wealth Partners, LLC

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a mix of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
user avatar
firm logo

Brent B

Series 66

Alpharetta, GA

RFG Advisory, LLC

Brent Blair is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. Outside of his advisory roles, he serves as a board member of Smart Eye Technology, Inc., a technology startup. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar
firm logo

James M

CFP®, Series 66

Alpharetta, GA

Elevation Point Wealth Partners, LLC

James Malatos is a CFP® professional with 14 years of experience in financial services. He joined Elevation Point Wealth Partners, LLC in 2026 after working at UBS Financial Services, Bank of America, and Merrill. Malatos serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and model portfolios, and offers specialized services such as retirement-plan consulting and alternative investments.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
user avatar
firm logo

Christopher A

CFA®

Alpharetta, GA

Merit Financial Advisors

Christopher Armstrong is a CFA® charterholder with two years of industry experience. He is currently with Merit Financial Advisors and previously worked at firms including St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory role, he is involved in real estate investing through ownership of CK Properties LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary account services through a network of advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

David E

Series 66

Alpharetta, GA

Merit Financial Advisors

David Elder is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Merit Financial Advisors since 2009 and previously at LPL Financial and AMG Financial Strategies, Inc. He is also an independent insurance agent providing insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized models and offers both discretionary and non-discretionary accounts, supported by an internal investment management team and third-party sub-advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

James B

Series 65

Alpharetta, GA

Merit Financial Advisors

James Breen is a Series 65-licensed financial advisor at Merit Financial Advisors with 22 years of industry experience. He previously worked at AMP Wealth Management, Horizon Investments LLC, and his own firm, Breen Financial Corporation. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed through centralized portfolios and offers both discretionary and non-discretionary account services.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Glenn K

CFP®, Series 63

Alpharetta, GA

The Strategic Financial Alliance, Inc.

Glenn Keen is a CFP® with 40 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also owns and operates KEEN & COMPANY, an accounting and tax preparation practice for small businesses and individuals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers through multiple portfolio programs and a subscription-style wealth planning service.

Wealth management Founder/Business Owner Executive
user avatar
firm logo

Andrew P

Series 66

Norcross, GA

BIP Wealth, LLC

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Zachary S

Series 63, Series 65

Alpharetta, GA

Howard Capital Management, LLC

Zachary Stout is a financial advisor at Howard Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Howard Capital Management since 2017, including previous roles at Beaumont Capital Management, LLC and Beaumont Financial Partners, LLC. Howard Capital Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other investment advisers, offering discretionary portfolio management and other investment services. The firm utilizes proprietary tactical indicators and model portfolios, often implemented with its own mutual funds and ETFs.

Wealth management Active portfolio management Retirement income strategy Charitable giving & philanthropy Self-Employed
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)