Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,033 advisors near
30305

Out of 400,000+ nationwide

user avatar
firm logo

Donnie R

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Donnie Robinson is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 license with 21 years of industry experience. Prior to joining Adapt Wealth Advisors in 2024, he worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory work, Robinson is involved in several business activities, including ownership and management roles in multiple entities unrelated to investment advisory services. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary investment management, consulting, and retirement-plan advisory services, using a process that combines fundamental analysis with both long-term and opportunistic trading strategies.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar
firm logo

Garnett K

CFA®, ChFC®, Series 65

Atlanta, GA

Seabridge Investment Advisors LLC

Garnett Keith Jr. is a CFA® and ChFC® credentialed advisor with over 21 years of industry experience. He has been with SeaBridge Investment Advisors LLC since 1996, except for a retirement period from 2017 to 2021. Outside of his primary role, he serves as Chairman of the Investment Committee for 10 Talents Investors, where he reviews private equity funds and participates in annual meetings. SeaBridge Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals and institutional clients. The firm focuses on global, equity-centered portfolios and also acts as a discretionary sub-adviser to other advisors, supporting a variety of client types including high-net-worth individuals, foundations, and foreign investment vehicles.

Private / alternative investments
user avatar
firm logo

Perry C

CFP®, Series 63, Series 65

Atlanta, GA

TVAMP, LLC

Perry Chesney Jr. is a CFP® with 43 years of industry experience, currently serving at TVAMP, LLC. His prior roles include positions at Merrill, Truist Investment Services, and HC Advisors LLC. He also devotes part of his time to Perry L Chesney Consulting, an advisory practice focused on coaching and educational workshops for organizations and professional advisors. TVAMP provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a long-term, asset-allocation strategy and offers services such as ongoing asset management, retirement-plan advisory, and sub-advisory relationships.

General retirement planning Retirement income strategy Tax-loss harvesting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar
firm logo

Scott H

Series 66

Atlanta, GA

Adapt Wealth Advisors, LLC

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Ameriprise and The Hershey Company. He is also an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm offers personalized financial planning and a range of investment management services, focusing on a customized planning process and a long-term investment approach incorporating diverse asset types.

Private / alternative investments Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar
firm logo

Stephen M

Series 63, Series 65

Marietta, GA

Marietta Wealth Management, LLC

Stephen Michael is a financial advisor at Marietta Wealth Management, LLC in Marietta, GA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Marietta Wealth Management since 2016. Marietta Wealth Management provides wealth management, financial planning, retirement-plan consulting, and general consulting services to individuals, families, trusts, estates, and business entities. The firm operates on a fee-only basis, managing approximately $974 million in client assets through a team of nine advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Real estate investing Founder/Business Owner Executive
user avatar

Andrew G

CFP®, Series 66

Atlanta, GA

Large and Gilbert Wealth Advisory

Andrew Gilbert is a CFP® professional with 17 years of industry experience. He is affiliated with Large and Gilbert Wealth Advisory and has prior experience at Cambridge Investment Research, Inc. Andrew also works as an independent insurance agent for various insurance companies. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million with seven advisors. The firm serves individuals, trusts, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and pension consulting services.

Wealth management General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

John D

CFA®

Atlanta, GA

Inlight Wealth

John Darby is a CFA® charterholder with four years of industry experience. He is currently an advisor at Inlight Wealth Management and previously worked at Sage Mountain Advisors, CI Brightworth Private Wealth, Brightworth, and Regions Bank. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using traditional fundamental analysis and may incorporate options strategies within separately managed accounts.

Options & derivatives strategies Private / alternative investments
user avatar
firm logo

David P

Series 66

Atlanta, GA

Register Financial Advisors, LLC

David Pressly is a financial advisor at Register Financial Advisors, LLC in Atlanta, GA, holding a Series 66 designation with 26 years of industry experience. He has been with Register Financial Advisors and its affiliated entity, Register Financial Associates, Inc., since 2011. Register Financial Advisors provides investment advisory and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm employs a broad range of instruments and strategies, including both in-house and third-party management, and offers access to multiple wrap fee programs administered through Wells Fargo Clearing Services.

Options & derivatives strategies Retirement withdrawal strategies Charitable giving & philanthropy Cash flow / budgeting Executive Founder/Business Owner
user avatar
firm logo

Hugh M

CFA®, Series 66, Series 63

Atlanta, GA

MartinWright Advisory, LLC

Hugh Merkel is a CFA® charterholder based in Atlanta, GA, serving as an advisor with MartinWright Advisory, LLC. He has five years of industry experience and has held prior roles at Mercer Investments, LLC, MGI Funds Distributors, LLC, and Morgan Keegan & Company, LLC. MartinWright Advisory is a privately owned investment adviser that manages approximately $160.7 million in discretionary assets for about 108 clients through a seven-advisor team. The firm combines active and passive management techniques, including tactical asset allocation and alternative investments, and coordinates with third-party managers while maintaining oversight of performance.

Options & derivatives strategies Private / alternative investments Active portfolio management Passive / index investing
user avatar
firm logo

Edward M

CFA®, Series 63, Series 65

Marietta, GA

Resurgent Advisors

Edward Moore Jr. is a CFA® charterholder with 18 years of industry experience. He is currently with Resurgent Advisors and has previously worked at Bey Douglas, LLC and Merrill. Moore is also involved with Bey-Douglas LLC as an investment advisor representative. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million in assets, serving individuals, families, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and specialized advice on legacy positions, retirement, tax optimization, and cash flow, using fundamental analysis and a range of investment vehicles.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
user avatar
firm logo

Sandra M

Series 63, Series 65

Duluth, GA

Northwest Investment Advisors, Inc.

Sandra Murray is a financial advisor with Northwest Investment Advisors, Inc. in Duluth, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Northwest Investment Advisors since 2014 and is also a tax preparer, bookkeeper, and an artist producing oil paintings and semi-precious jewelry through her business, Murray Fine Arts & Antiques. Northwest Investment Advisors, Inc. provides personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients, tailoring portfolios using fundamental analysis and a combination of long-term, short-term, and trading strategies, typically on a non-discretionary basis.

College savings (529s, UTMA, etc.) Cash flow / budgeting General retirement planning
user avatar
firm logo

Solomon C

Series 65, Series 63

Atlanta, GA

Regent Peak Wealth Advisors, LLC

Solomon Cohen is a financial advisor at Regent Peak Wealth Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at HB Wealth Management, The Vanguard Group, Connect America, and Northwestern Mutual. Regent Peak Wealth Advisors provides portfolio management, financial planning, pension consulting, family office services, and third-party money manager selection for individuals and corporate clients. The firm emphasizes model portfolios and Modern Portfolio Theory, primarily allocating to ETFs and equities, often using sub-advisers or third-party managers.

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

Wesley H

CFP®, Series 63

Marietta, GA

Marietta Wealth Management, LLC

Wesley Hackney is a CFP® professional with 13 years of industry experience, currently serving at Carson Wealth since 2026 and previously at Marietta Wealth Management, LLC from 2015 to 2026. He also worked at Henssler Financial for two years. Hackney holds the Series 63 license. Marietta Wealth Management, LLC is a fee-only firm managing approximately $1.39 billion in assets across around 448 client relationships. The firm offers wealth management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and business entities, using an investment approach guided by an internal committee and individualized client risk profiles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Real estate investing Founder/Business Owner Executive
user avatar
firm logo

Elias C

CFP®, Series 66

Atlanta, GA

Inlight Wealth

Elias Crist is a CFP® with six years of industry experience, currently serving at Inlight Wealth. His prior roles include positions at Regent Peak Wealth Advisors, SignatureFD, and State Street Corporation. Outside of his advisory work, he owns residential rental properties in Atlanta. Inlight Wealth Management is an SEC-registered adviser serving individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm provides portfolio management, financial planning, and consulting services using fundamental analysis and may include options strategies within separately managed accounts.

Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Mary S

CFP®, Series 66

Decatur, GA

Chicory Wealth

Mary Shaltis is a CFP® with 13 years of experience in the financial services industry. She is currently affiliated with Chicory Wealth and previously worked at M. Kulyk & Associates, LLC and Ameriprise Financial Services, Inc. Mary has involvement in real estate ownership related to multi-family investment. Chicory Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering financial life planning, discretionary portfolio management, and additional services such as tax preparation and estate planning. The firm incorporates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics into its investment approach and supports other advisers with model portfolio services.

ESG / Sustainable investing
user avatar
firm logo

Joseph R

ChFC®, Series 65

Atanta, GA

Rollins Financial Advisors, LLC

Joseph Rollins is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Rollins Financial Advisors, LLC since 2021 and previously at Rollins Financial Nc. from 1990 to 2021. The firm serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans, providing investment counseling, portfolio management, and related accounting and tax services. Rollins Financial Advisors manages approximately $1.38 billion in discretionary assets and employs a fiduciary, goal-oriented investment process that emphasizes asset allocation and ongoing portfolio monitoring.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Richard S

Series 65

Atlanta, GA

FEFA Financial

Richard Stradtman is a financial advisor at FEFA Financial with five years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and Fefa Asset Management, LLC. Prior to his advisory career, he was involved with Mediterraneo Concepts Inc for nine years. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar

Ryan M

CFP®, Series 66

Atlanta, GA

Large and Gilbert Wealth Advisory

Ryan Mccafferty is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Large and Gilbert Wealth Advisory, part of Keystone Financial Group, where he has worked for nine years following three years at Morgan Stanley. Outside of his advisory role, he is a partner in an e-commerce business focused on creating T-shirt designs. Large and Gilbert Wealth Advisory is a team-based registered investment adviser managing approximately $247 million. The firm serves individuals, including high-net-worth clients, trusts, pension plans, and business entities, providing portfolio management, financial planning, and pension consulting services.

Wealth management General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Mohammed G

Series 65

Marietta, GA

Narwhal Capital Management

Mohammed Ghulam Reza is a Series 65 licensed advisor with Narwhal Capital Management, where he has worked since 2022. He has three years of industry experience and previously worked at the University of Georgia and Tucker High School. He is also a partner at MOEA, a mobile application development venture focused on building models and algorithms. Narwhal Capital Management serves individuals, high-net-worth clients, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm provides financial planning and portfolio management using diversified asset allocation and combines investment advisory services with in-house tax and accounting capabilities.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy
user avatar
firm logo

Owen D

Series 65

Atlanta, GA

Meadow Creek Wealth Advisors, LLC

Owen Douglas is a financial advisor at Meadow Creek Wealth Advisors, LLC in Atlanta, GA, holding a Series 65 credential and with two years of industry experience. He has been with Meadow Creek since 2019, with prior experience at Sun Trust Bank from 2016 to 2019. Meadow Creek Wealth Advisors serves high-net-worth individuals, estates, trusts, foundations, and charitable institutions, providing portfolio management, limited financial planning, and retirement plan consulting. The firm employs a structured investment process involving an investment committee and utilizes both discretionary and non-discretionary relationships, managing assets through third-party Separate Account Managers when appropriate.

General retirement planning Income planning Annuities Cash flow / budgeting Founder/Business Owner Executive
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”)