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3,140 advisors near
30005
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Out of 400,000+ nationwide
Michael G
CFP®, Series 63, Series 66
Atlanta, GA
IFG Advisory, LLC
Michael Gaddy is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently with IFG Advisory, LLC and has held roles at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is involved with Strong, Gaddy, Lee Wealth Management Group, which operates as a dba under LPL Financial. 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 strategies using sub-advisors, third-party managers, and held-away assets, and offers services including portfolio management, financial planning, retirement consulting, and real estate-related planning.
Aaron C
Series 65
Alpharetta, GA
Merit Financial Advisors
Aaron Calhoun is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 65 credential and four years of industry experience. Prior to joining Merit in 2026, he worked at Yeomans Consulting Group, Inc. for six years. Outside of his advisory role, he operates a travel agency, Fairytales Unlimited Travel, assisting with domestic travel planning on a part-time basis. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation and offers both discretionary and non-discretionary account management with support from an internal investment team and third-party sub-advisers.
Gianna C
Series 65
Alpharetta, GA
Sound Income Strategies, LLC
Gianna Campo is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. She has seven years of industry experience and has worked at firms including Blackridge Asset Management, Verity Asset Management, and Appreciation Financial. Campo is also president of Bulletproof Financial, a fixed insurance sales business. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network model and a range of discretionary and non-discretionary services.
Burns L
Series 63, Series 65
Dunwoody, GA
ACR Alpine Capital Research, LLC
Burns Lowry Jr. is a financial advisor with ACR Alpine Capital Research, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His previous roles include positions at Easterly Securities, John Hancock Funds, and James Alpha Advisors. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, employing a valuation-based investment approach focused on bottom-up equity analysis and opportunistic multi-asset strategies. The firm manages a diverse set of vehicles including mutual funds and private partnerships and maintains a high client-to-advisor ratio.
Jeffrey B
CFP®, Series 66
Atlanta, GA
Main Street Financial Solutions, LLC
Jeffrey Buice is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Main Street Financial Solutions, LLC for 10 years and is also a minority owner of J.M. Buice Properties Inc., where he assists with back-office management on a part-time weekend basis. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and corporations, offering financial planning, wealth management, and retirement plan consulting. The firm employs an academic-based, multi-asset class investment approach, combining passive and active strategies tailored to clients’ objectives and risk profiles.
Tyler K
CFP®, Series 63, Series 65
Alpharetta, GA
Merit Financial Advisors
Tyler Knapp is a CFP® with six years of industry experience currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, and E*TRADE Capital Management LLC. He also holds a license to provide fixed insurance advice tailored to client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual and institutional clients with services including asset management, financial planning, and retirement plan consulting. The firm employs a long-term, diversified investment approach managed by an internal team and offers both discretionary and non-discretionary account options.
Michael L
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.
Jeffrey J
CFP®, Series 63, Series 65
Alpharetta, GA
Wealthcare Advisory Partners LLC
Jeffrey Jones is a CFP® professional with 28 years of industry experience, currently serving at Wealthcare Advisory Partners LLC since 2015. He has also worked with LPL Financial since 2013. Outside of his advisory roles, Jones is a silent investor in a family-owned e-commerce coffee distributorship. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and combines behavioral economics with fundamental and technical analysis to construct long-term portfolios.
Alan S
Series 63
Suwanee, GA
Berthel, Fisher & Company Financial Services, Inc.
Alan Sabo is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 63 designation and 27 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he has worked as an Uber driver. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of platforms, including discretionary and non-discretionary management, model solutions, and third-party arrangements.
Timothy E
ChFC®, Series 63, Series 65
Cumming, GA
Blackridge Asset Management, LLC
Timothy Eckel is a financial advisor at Blackridge Asset Management, LLC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Dempsey Lord Smith, Arete Wealth Advisors, Center Street Advisors, Center Street Securities, and his own firm, Bales & Eckel Financial Group. Eckel serves as president of the Rural Electric Planning Group, a nonprofit organization related to securities and insurance business for EMC/utilities providers. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers tailored portfolio management through affiliated and third-party platforms, employing a range of investment strategies including asset allocation, rebalancing, and diversification.
Blair E
CFP®, Series 65, Series 63
Alpharetta, GA
Balefire, LLC
Blair Enfield is a CFP® with 18 years of industry experience, currently advising at Balefire, LLC in Alpharetta, GA. His prior roles include positions at Portsmouth Financial Services, Vaikus Advisory Group, PFS Investments Inc, Primerica Financial Services, and Mass Mutual Investors Services. He has also been involved with Made Media Network, LLC and Made Holdings, LLC. Enfield holds insurance licenses in Georgia, Tennessee, and Florida. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, offering discretionary asset management, financial planning, and ERISA corporate solutions across a broad platform managing approximately $2 billion in assets.
Hugh S
Series 65, Series 63
Marietta, GA
Wealthcare Advisory Partners LLC
Hugh Singletary IV is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Trinity Wealth Securities, and Georgia Financial Advisors. Before entering the financial advisory field, he worked in education at Georgia Southern University and Riverwood High School. 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 advising approach using proprietary software and quantitative metrics, combining passive and active investment strategies tailored to client preferences.
Brendan K
CFA®
Alpharetta, GA
New Edge Wealth
Brendan Keelan is a CFA® charterholder with nine years of industry experience. He currently works at New Edge Wealth and previously held roles at Roswell Housing Authority, Keelan Capital L.L.C., Edge Capital Group, LLC, and Edge Advisors. He serves as a board member of the Roswell Housing Authority, which oversees affordable and public housing in Roswell, GA. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolios through a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics.
Kevin M
CFP®, Series 66
Alpharetta, GA
The Strategic Financial Alliance, Inc.
Kevin Murphy is a CFP® professional with 18 years of experience in the financial services industry. He has worked at The Strategic Financial Alliance, Inc. since 2014, following roles at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Murphy is also an associate of North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and financial planning services through various programs and third-party manager relationships, with a primary focus on non-discretionary and co-advisory investment strategies.
Steven B
Series 65
Marietta, GA
Wealthcare Advisory Partners LLC
Steven Bell is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has six years of experience at Wealthcare, following 13 years with Fitness Together Franchise, LLC. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a goals-based approach supported by patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to guide investment decisions.
Joseph P
Series 65
Alpharetta, GA
Core Planning
Joseph Powell is a financial advisor at Core Planning with a Series 65 designation. He has been with Core Planning since 2026 and has prior experience at Bubble Rock Advisors, Windham Brannon PC, Brady Ware, and Schell & Hogan. Core Planning provides fee-only financial planning, ongoing wealth management, and portfolio management primarily for individual and high-net-worth clients. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.
Benjamin S
Series 66
Atlanta, GA
IFG Advisory, LLC
Benjamin Subasic is a financial advisor at IFG Advisory, LLC with Series 66 registration and no prior industry experience. His background includes positions outside the financial sector, such as roles at Mary Mac's Tea Room and Southern Soccer Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, and coordinates held-away assets to align with clients’ objectives.
Simon B
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.
Davi K
CFP®, Series 63, Series 65
Atlanta, GA
Aprio Wealth Management, LLC
Davi Kutner is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA. He holds the CFP® designation and has 22 years of industry experience. Prior to joining Aprio in 2015, he worked at Securian Financial Services, Inc., JOYN Advisors, Inc., and GV Financial Advisors, Inc. Kutner serves on the Board of Trustees for the Atlanta Jewish Academy and is a committee member of the Endowment Committee at Hillels of Georgia. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a range of investment strategies, including sub-advisory arrangements and access to private investments.
Paul F
Series 65
Atlanta, GA
Beacon Global Advisor Network, LLC
Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.
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3,140 advisors near
30005
within the area shown on the map
Out of 400,000+ nationwide