Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4,758 advisors near
30097

Out of 400,000+ nationwide

user avatar
firm logo

Robert O

CFP®, Series 63

Atlanta, GA

Alexander Capital Wealth Management LLC

Robert Omohundro is a CFP® with 32 years of industry experience, currently serving at Alexander Capital Wealth Management LLC since 2020. He has prior experience with Centaurus Financial Inc. and holds the Series 63 designation. Outside of his advisory role, he is involved in consulting on senior, divorce, and tax planning through All Bridge Consulting LLC and supports a creative arts 3D animation company founded by his daughter. Alexander Capital Wealth Management LLC provides portfolio management primarily to individual and high-net-worth clients via discretionary and non-discretionary wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis alongside documented due diligence, managing approximately $212.1 million in discretionary assets.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
user avatar
firm logo

Wesley L

CFP®, Series 63

Atlanta, GA

IFG Advisory, LLC

Wesley Littlejohn is a CFP® professional with 21 years of experience, currently serving as an advisor at IFG Advisory, LLC since 2014. He is also registered with LPL Financial and holds a Series 63 license. His work includes roles at IFG Advisory and LPL Financial over the past 12 years. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to implement investment strategies through various management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Trenton A

CFP®, Series 66

Atlanta, GA

IFG Advisory, LLC

Trenton Adams is a CFP® professional with 22 years of industry experience, currently working at IFG Advisory, LLC since 2015. He holds a Series 66 license and has been affiliated with LPL Financial since 2015. Adams serves as a finance treasurer on the board of the nonprofit Mountain Hope Village and teaches a CFP course at the University of Georgia’s Terry College of Business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs varied analytical approaches and a range of investment instruments, tailoring strategies to client objectives and utilizing sub-advisors and third-party managers for portfolio implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

William B

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

William Black is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with IFG Advisory since 2015 and has been associated with WHB Wealth Management Group and LPL Financial since 2008. Outside of his advisory roles, he serves as the finance chairman for the Crossroads Baptist Church's finance committee. IFG Advisory, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside various management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Jaiden D

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Jaiden Deas is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amicalola Falls State Park & Lodge, Sunset Hills Country Club, and the University of West Georgia. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, utilizing a range of investment strategies from equities and bonds to private markets and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Charles H

Series 63, Series 65

Atlanta, GA

Madison Avenue Securities, LLC

Charles Henninger Jr. is a financial advisor with Madison Avenue Securities, LLC in Atlanta, GA, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Summit Financial Group Inc. Henninger also teaches classes at the Heartland Institute. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Christopher P

CFP®, Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Christopher Pullaro is a CFP® with 22 years of industry experience, currently serving at Apollon Wealth Management, LLC since 2023. His prior experience includes roles at Catalyst Wealth Management, Kalos Capital, Inc., and Kalos Management, LLC. He is also president of Catalyst Tax Management, a tax preparation and bookkeeping business. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and other entities. The firm combines centrally managed model strategies with locally managed portfolios and offers a broad range of investment options including ESG models, direct indexing, and sub-advisory services for private funds and pooled investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Clayton C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Clayton Carden is a CFP® and holds a Series 65 license, with one year of industry experience. He is currently with Capital Investment Advisors, LLC and previously worked at The Grant Partners and LocumTenens.com. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm uses a centralized investment platform with standardized asset-allocation models and offers specialized pension consulting and family office services.

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

Andrew O

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Andrew O'Connell is a financial advisor at OpenArc Corporate Advisory, LLC with 30 years of industry experience. He has held positions at Merrill and Bank of America prior to joining OpenArc. Outside of his advisory work, he performs as a guitarist in a cover band and is an officer of a company providing live audio services for events. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm emphasizes tailored investment strategies across various asset classes and maintains a significant institutional retirement practice alongside private markets and digital asset capabilities.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Charles C

CFP®, Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Charles Currie III is a CFP® professional with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019. Prior to that, he was affiliated with various H.D. Vest entities from 2012 to 2019. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses sub-advisors and third-party models to tailor strategies aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Thomas M

Series 66

Alpharetta, GA

Concurrent Investment Advisors, LLC

Thomas Mc Leod is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked in physical therapy before transitioning to the financial services industry. Outside of advising, he is a founding partner in a real estate business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, and businesses. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Sandra L

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Sandra Lasser is a financial advisor with OpenArc Corporate Advisory, LLC in Atlanta, GA. She holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, combining a broad range of investment options with both discretionary and non-discretionary engagement models.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Anna B

CFP®, Series 63

Atlanta, GA

OpenArc Corporate Advisory, LLC

Anna Blokh is a CFP® professional with 20 years of industry experience. She is currently with OpenArc Corporate Advisory, LLC and previously worked at Merrill for 16 years and Bank of America for 22 years. OpenArc Corporate Advisory serves individual and institutional clients, including non‑HNW and high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of services including wealth management, financial planning, portfolio management, and dedicated retirement plan consulting, employing both discretionary and non-discretionary engagement models tailored to client objectives.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

William C

CFP®, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

William Cibulas is a CFP® with 10 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC since 2015. He is based in Atlanta, GA and holds the Series 65 designation. Outside of his advisory role, he manages a short-term condo rental in Destin, Florida. Capital Investment Advisors, LLC serves individual and high-net-worth clients as well as institutional clients, including pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting services, utilizing a centralized investment platform with standardized asset-allocation models and access to private investment solutions.

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

Ashley P

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Ashley Purvis is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She previously worked at Merrill from 2015 to 2025 before joining OpenArc in 2025. Purvis holds Series 63 and Series 66 licenses. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services, employing both discretionary and non-discretionary engagement models and a diversified investment approach that includes alternative and private market investments, digital assets, and institutional research for retirement plan sponsors.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Thomas B

Series 66

Atlanta, GA

IFG Advisory, LLC

Thomas Barnes is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at IFG Advisory since 2017 and has prior experience with LPL Financial and International Paper. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis, and manages assets through multiple strategies including in-house management and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

Sean D

CFA®

Atlanta, GA

BIP Wealth, LLC

Sean Devine is a CFA® charterholder with over 16 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2026. He previously worked at Covey Equity from 2010 to 2026. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals and families, trusts, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm offers tailored asset allocations using mutual funds, ETFs, fixed income, individual securities, and options-based covered-call strategies, and also advises private pooled vehicles and private-market offerings for qualified investors.

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

Charles O

Series 63, Series 65

Atlanta, GA

AssuredPartners Investment Advisors

Charles Osborne is a financial advisor with AssuredPartners Investment Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and is also the owner and representative of Iron Capital Advisors, Inc., a registered investment advisor since 2003. Osborne is based in Atlanta, GA. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and delivers services through a multi-office team of advisors.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Danny B

Series 66

Atlanta, GA

IFG Advisory, LLC

Danny Bell is a financial advisor at IFG Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with IFG Advisory and LPL Financial since 2016. He also has experience working with the Academy of Arts. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management, standalone financial planning, and retirement plan consulting, utilizing a variety of analytical approaches and investment instruments tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

David M

Series 63, Series 65

Suwanee, GA

StoneX Advisors Inc.

David Morris is a financial advisor with StoneX Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at StoneX Advisors Inc. since 2016 and StoneX Securities Inc. since 2013. Outside of his advisory role, he serves as a director managing insurance operations at GrandView Risk Management and directs GrandView Strategic Partners, which offers investment products and services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, providing portfolio management, financial planning, and consulting services through a mix of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, utilizing various platforms for portfolio implementation and ongoing oversight.

ESG / Sustainable investing
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")