Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4,914 advisors near
30309

Out of 400,000+ nationwide

user avatar
firm logo

Thomas D

CFA®

Atlanta, GA

BIP Wealth, LLC

Thomas Day Jr. is a CFA® charterholder with nine years of industry experience. He is currently with Buckhead Investment Partners, LLC, where he has worked since 2016. Based in Atlanta, GA, he is part of BIP Wealth, LLC, a multi-advisor registered investment adviser that serves individuals and families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, offering tailored asset allocations that include public and private-market securities and unique strategies such as covered-call SMA strategies and private pooled investment vehicles.

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

Jamall L

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Jamall Little is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Equitable Advisors LLC, and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns a vending machine business called The Little Family Vending Company. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages about $10.1 billion and offers both discretionary and non-discretionary solutions, utilizing a diversified investment approach across public and private markets along with specialized services for plan sponsors and nonprofit clients.

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

Scott M

Series 66

Atlanta, GA

Synovus Securities, Inc.

Scott Mauldin is a Series 66-licensed financial advisor with Synovus Securities, Inc. in Atlanta, GA. He has 20 years of industry experience, primarily with Synovus Securities, where he has worked since 2003 with a brief hiatus between 2017 and 2018. Synovus Securities, Inc. serves individual and high-net-worth investors as well as institutional clients, offering a range of investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments through its managed account programs. The firm uses a combination of discretionary and non-discretionary portfolio management on the Envestnet platform, guided by client risk assessments and due diligence processes.

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

Mikayla D

Series 66

Atlanta, GA

IFG Advisory, LLC

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

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

Paul M

CFA®

Atlanta, GA

Crawford Investment Counsel Inc

Paul Marshall is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, managing multiple distinct portfolios and serving as adviser to several registered investment companies.

Wealth management Active portfolio management General retirement planning Founder/Business Owner Retired
user avatar
firm logo

Cameron S

Series 66

Atlanta, GA

Nicholas Hoffman & Company, LLC

Cameron Simonds is a financial advisor with Nicholas Hoffman & Company, LLC in Atlanta, GA. He holds a Series 66 designation and has 18 years of industry experience. He has been with Nicholas Hoffman & Company since 2013. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm offers customized investment plans using mutual funds, ETFs, separate account managers, and selected private investments, and manages both individual and pooled portfolios with performance-based fee arrangements for certain private funds.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Lloyd F

CFA®, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Lloyd Flood is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Nicholas Hoffman & Company, LLC since 2017. Prior to joining Nicholas Hoffman, he worked at ING/Voya for 22 years. He volunteers on the investment management committee at First Presbyterian Atlanta, contributing to portfolio strategy and performance oversight. Nicholas Hoffman & Company provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, high-net-worth families, trusts, foundations, private funds, and estates. The firm utilizes individualized investment plans implemented through mutual funds, ETFs, separate account managers, and private investments, and serves as lead investment sub-advisor to an affiliated private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Daniel K

Series 66, Series 63

Atlanta, GA

IFG Advisory, LLC

Daniel Keeney is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Invesco and LPL Financial. Keeney provides administrative support to IFG Advisory, focusing full-time on this activity. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets, performing periodic portfolio reviews for its clients.

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

Dylan D

Series 65

Atlanta, GA

BIP Wealth, LLC

Dylan Dennis is a Series 65-licensed financial advisor with BIP Wealth, LLC in Atlanta, GA. He has been with BIP Wealth since 2025 and has a background that includes four years at Auburn University and six years at Pinecrest Academy. BIP Wealth 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 offers tailored asset allocations using a variety of investment vehicles and provides private-market investment opportunities 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

Oliver K

Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Oliver Kosar is a financial advisor at Capital Investment Advisors, LLC in Atlanta, GA, holding a Series 65 credential. He joined the firm in 2026 and has prior experience working at the University of Georgia and Georgia Southern University. Outside of finance, he has been involved with ATL Autographs since 2020. Capital Investment Advisors is a multi-team firm serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management, using a centralized ETF-based portfolio approach combined with tailored allocations and access to specialized services including tax, estate, pension consulting, and private investments.

Private / alternative investments Concentrated stock management Executive Founder/Business Owner
user avatar
firm logo

Gary M

CFA®, Series 63, Series 65

Atlanta, GA

Nicholas Hoffman & Company, LLC

Gary Martin is a CFA® charterholder with 23 years of industry experience. He has worked at Nicholas Hoffman & Company, LLC since 2009. The firm provides financial planning, portfolio management, family office services, and retirement-plan consulting to individuals, including high-net-worth families, as well as trusts, foundations, private funds, and estates. Nicholas Hoffman & Company develops individualized financial profiles and investment plans, typically implementing them through mutual funds, ETFs, separate account managers, and selected private investments, while also serving as lead investment sub-advisor to an affiliated lower-middle-market private equity fund.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Family Business
user avatar
firm logo

Parker D

Series 65

Atlanta, GA

SignatureFD, LLC

Parker Dixon is a financial advisor at SignatureFD, LLC in Atlanta, GA, holding a Series 65 credential. He has four years of industry experience, including prior roles at Citizens National Bank and time spent at Mississippi College and Mississippi State University. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, trusts, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm employs diversified, long-term asset allocation strategies and operates several specialized business lines, including an AI-enabled platform for marketing private placement life insurance.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Matthew B

CFP®, CFA®

Atlanta, GA

SignatureFD, LLC

Matthew Barber is a CFP® and CFA® with 11 years of industry experience. He has been with SignatureFD, LLC since 2013 and is based in Atlanta, GA. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing wealth management, retirement plan management, and consulting services. The firm manages client portfolios primarily on a discretionary basis using mutual funds, ETFs, and independent managers, and is affiliated with an accounting firm and several private investment funds.

Private / alternative investments Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Jessica Q

Series 66

Atlanta, GA

IFG Advisory, LLC

Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.

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

Kay W

Series 66, Series 63

Atlanta, GA

Arkadios Wealth Advisors

Kay Wilson is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Arkadios in 2024, Wilson worked at Morgan Stanley Smith Barney, BT Wealth Management, UBS Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Barclays Capital, and Lehman Brothers. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm creates customized investment plans based on client risk profiles and uses a combination of fundamental, technical, and cyclical analysis integrated with various internally managed and third-party portfolios.

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

Matthew G

CFP®, Series 66

Atlanta, GA

Advisory Services Network

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar
firm logo

Ross H

CFP®, Series 65

Atlanta, GA

BIP Wealth, LLC

Ross Hughes is a CFP® professional with 12 years of industry experience, currently serving as an advisor at BIP Wealth, LLC since 2022. His prior roles include positions at Capital Endurance Group, Inc., Allstate, and Redwood Wealth Management, LLC. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, including unique services such as advising private pooled vehicles and managing covered-call SMA strategies.

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

Thomas M

CFA®, Series 63

Atlanta, GA

GLOBALT Investments

Thomas Martin is a CFA® charterholder with 19 years of industry experience. He has been with GLOBALT Investments since 2014. GLOBALT Investments LLC manages discretionary portfolios, separately managed accounts, and model portfolios for a diverse client base, including individuals, corporations, trusts, pension plans, and charitable organizations. The firm combines proprietary quantitative models with technical and fundamental analysis and employs ETF-based strategies with tactical overlays developed alongside Ned Davis Research.

ESG / Sustainable investing Passive / index investing Wealth management
user avatar
firm logo

Bernard A

Series 66, Series 65

Atlanta, GA

First Advisors National, LLC

Bernard Atkins is a financial advisor with First Advisors National, LLC in Atlanta, GA, holding Series 66 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at First American National Investment Advisors and Equitable Advisors. First Advisors National serves primarily individual clients and ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation methods and focuses on selecting and overseeing third-party money managers.

Passive / index investing
user avatar
firm logo

Troy D

CFA®, Series 66

Atlanta, GA

IFG Advisory, LLC

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. 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’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management 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
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”)