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395 advisors near
30566
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Paul C
CFP®, Series 66
Dacula, GA
Culbreth Wealth Management
Paul Culbreth is a financial advisor with Culbreth Wealth Management in Dacula, GA. He holds the CFP® and Series 66 designations and has 21 years of industry experience. Prior to founding his firm, he worked at Equitable Advisors and Axa Advisors for over 15 years. He serves as treasurer and finance committee chair for Rainbow Village, Inc., a nonprofit focused on transitional housing. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individuals, high-net-worth clients, plan sponsors, and organizations. The firm employs asset-allocation strategies using a range of investment types, including alternative investments, and offers portfolio management, standalone financial plans, and advisory services tailored to client needs.
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.
Austin R
Series 65
Cumming, GA
Trufp
Austin Rowland is a financial advisor at TruFP with a Series 65 designation and three years of industry experience. Prior to his advisory role, he has worked in various fields including hospitality and logistics. TruFP offers investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a range of strategies such as asset allocation and technical analysis, maintaining a high client-to-advisor ratio and providing both discretionary and non-discretionary portfolio management.
Julian H
ChFC®, Series 63
Cumming, GA
Solomon Investments & Financial Planning, LLC
Julian Harwell is a financial advisor at Solomon Investments & Financial Planning, LLC with over 53 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Ameritas Investment Corp and Dominion Investor Services. Outside of his advisory role, he owns J.F.H. Financial Solutions, a business focused on marketing life insurance and retirement planning products, and serves on the board of the Kimberly Chance Atkins Foundation, a nonprofit supporting women with breast cancer. Solomon Investments & Financial Planning provides fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm conducts public educational seminars and combines non-discretionary retail asset allocation with pension consulting and ERISA plan management services.
John A
Series 65
Gainesville, GA
Anderson Advisors, Inc.
John Anderson is the sole advisor at Anderson Advisors, Inc. in Gainesville, GA, holding a Series 65 designation with 15 years in the industry. His prior experience includes roles at AE Wealth Management, LLC and Global Financial Private Capital, LLC. Anderson is also a licensed insurance agent involved in sales of fixed insurance products. Anderson Advisors provides asset management and planning services to individual and small-business clients using model portfolios and third-party money managers. The firm serves approximately 306 households and manages about $61 million, focusing on targeted asset allocation and fundamental analysis across a range of risk profiles.
Brian W
CFP®, Series 63, Series 66
Gainesville, GA
Stribling-Whalen Financial Group
Brian Whalen is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Raymond James Financial Services and Wells Fargo Clearing before founding Stribling-Whalen Financial Group, where he currently serves as principal. Whalen is also a board member of the North Georgia Community Foundation, where he participates on the investment committee. Stribling-Whalen Financial Group is an SEC-registered investment adviser that serves individuals, business owners, trusts, foundations, and qualified retirement plans with personalized financial planning, portfolio management, and business consulting. The firm emphasizes customized portfolios using ETFs and mutual funds, and it can also recommend and monitor external managers while providing services to both individual and institutional clients.
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.
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.
Hayden S
Series 65
Dacula, GA
Culbreth Wealth Management
Hayden Stone is a financial advisor at Culbreth Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Culbreth Wealth Management, he held various positions in education and property management. Culbreth Wealth Management provides fee-based asset management, financial planning, and pension consulting to individual and high-net-worth clients as well as plan sponsors. The firm emphasizes asset-allocation strategies aimed at optimizing risk-adjusted returns, using a range of investment vehicles including mutual funds, ETFs, private placements, and securitized real estate interests.
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 with JT Stratford, LLC in Gainesville, GA, holding Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and incorporates third-party models and emerging technology to support client portfolios.
Bryan H
Series 63, Series 65
Gainesville, GA
JT Stratford, LLC
Bryan Hogan is a financial advisor with JT Stratford, LLC in Gainesville, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with JT Stratford since 2010 and has prior experience at J.T. Stratford Advisors, Triad Advisors, and Stratford Consumer Services, where he also serves as Assistant Vice President in insurance sales. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm employs a diverse investment approach, including both discretionary and non-discretionary management, and integrates fundamental, technical, and charting analysis with access to alternative investments and emerging technologies.
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.
James L
CFP®, Series 63, Series 65
Johns Creek, GA
Loftin Wealth Partners
James Loftin is a CFP® professional with 26 years of industry experience. He is the principal at Loftin Wealth Partners in Johns Creek, GA, and has held roles at multiple financial and insurance firms since 2009. He serves as president of the Financial Planning Association of Georgia as of 2023. Loftin Wealth Partners is an SEC-registered investment adviser managing approximately $292 million in discretionary assets for individuals, charitable organizations, and corporations. The firm provides portfolio management and financial planning services, employing strategies that may include hedging, leverage, and options, and offers both discretionary and non-discretionary account management.
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 served in the Northeastern Judicial Circuit of Georgia. 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 and incorporates technology such as AI tools to support research and operations.
Sandra F
CFP®
Cumming, GA
Financial Consultants Group Inc
Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.
Augustus H
Series 63, Series 66
Gainesville, GA
JT Stratford, LLC
Augustus Hames is a financial advisor at JT Stratford, LLC with 13 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 advisory work, he serves as a deacon at Christ Presbyterian Church. JT Stratford provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio solutions, and sub-advisory arrangements, utilizing a variety of investment strategies and emerging technology to support research and operations.
Dewitt W
CFP®, Series 63
Suwanee, GA
Weaver Capital Management, LLC
Dewitt Weaver is a CFP® with 29 years of industry experience and has been with Weaver Capital Management, LLC since 2005. He holds a Series 63 license and is based in Suwanee, GA. Weaver Capital Management, LLC provides fee-only investment management and comprehensive wealth management services to individual and high-net-worth clients, as well as retirement-plan advisory and fiduciary consulting to employer-sponsored plans. The firm employs a long-term, value-oriented investment approach using model portfolios tailored to client risk profiles and incorporates alternative strategies and tactical ETF adjustments to manage risk.
Derek R
Series 66, Series 65
Johns Creek, GA
Loftin Wealth Partners
Derek Rackley is a financial advisor at Loftin Wealth Partners with Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Morgan Stanley and has held various roles outside finance, including as owner of Amrack Fitness and as a sports media host and analyst for the Atlanta Falcons and Westwood One Sports Radio. Loftin Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and corporations, managing approximately $344.5 million in discretionary assets. The firm customizes portfolios based on client objectives using diverse strategies including technical analysis, hedging, and both long- and short-term trading.
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395 advisors near
30566
within the area shown on the map
Out of 400,000+ nationwide