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Giuseppe R

Series 63, Series 66, Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Giuseppe Riggi is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63, 65, and 66 designations and 17 years of industry experience. His prior roles include positions at Carlton Group and Prudential entities. He is also engaged outside of advisory work as a U.S. Private Wealth Manager for Chase Buchanan USA and as Vice President at Max Benjiman Partners, where he focuses on real estate capital advisory. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its specialized pension-transfer services for U.K. nationals and use of a diverse range of investment vehicles managed through unified account platforms.

Wealth management Founder/Business Owner Expats
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Marcia M

CFP®, CFA®, Series 63, Series 65

Atlanta, GA

BIP Wealth, LLC

Marcia Mayoue is a CFP® and CFA® with 23 years of industry experience, currently serving at BIP Wealth, LLC since 2011. She holds Series 63 and Series 65 licenses and is based in Atlanta, GA. BIP Wealth, LLC is a multi-advisor firm managing approximately $5.29 billion for individuals, trusts, estates, and employer-sponsored retirement plans. The firm offers customized portfolio management and comprehensive financial planning, emphasizing diversified, low-cost mutual funds and ETFs, complemented by individual securities and private market investments.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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Courtney M

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Courtney Murphy Mesa is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She has previously worked at Merrill and Fidelity in various advisory roles. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers customized wealth management and retirement plan services, with a notable focus on institutional retirement practices and private market investments.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Franklin S

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Franklin Sullivan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Voya Investment Management, Onward Reserve, and Cannon Financial Strategists. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm combines tailored investment strategies with both discretionary and non-discretionary engagement models, with a notable focus on institutional retirement plans, private markets, and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Andrew C

CFP®

Atlanta, GA

BIP Wealth, LLC

Andrew Cole is a CFP® affiliated with BIP Wealth, LLC in Atlanta, GA, with one year of industry experience. Before joining BIP Wealth in 2026, he worked at Blue Trust, Blumark Financial Advisors, and Ronald Blue Trust, and has experience in education at Liberty University, Samford University, and Brookstone School. BIP Wealth, LLC serves individuals, trusts, estates, and employer-sponsored retirement plans, managing approximately $5.29 billion across about 3,100 client relationships. The firm offers customized, diversified portfolios using low-cost mutual funds and ETFs, individual securities, and private market investments through affiliated private funds.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General estate planning guidance Founder/Business Owner Executive
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Matthew C

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Matthew Clark is a CFP® with 12 years of experience in financial advising. He is currently with Capital Investment Advisors, LLC, where he has worked since 2021. His prior roles include positions at Howard Capital Management, Lindner Capital Advisors, Inc., and Mass Mutual Investors Services. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions and a specialized Capital Family Office division.

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

CFP®

Kennesaw, GA

Henssler Financial

Samantha Greckel is a CFP® professional with five years at Henssler Financial and one year of industry experience. Prior to joining Henssler Financial, she attended Georgia College and State University for four years. Henssler Financial is a multi-team registered investment adviser serving individual clients, investment advisers, registered investment companies, pension plans, and municipal clients. The firm employs a cash-flow driven "Ten Year Rule" investment approach, combining fixed-income securities for near-term needs with high-quality equities selected through quantitative and qualitative screening.

General retirement planning Income planning Tax-loss harvesting Charitable giving & philanthropy Attorney Founder/Business Owner Retired Young Professionals Mid-Career Professionals
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Stephen W

ChFC®, Series 63

Atlanta, GA

Oxford Financial Group, LTD

Stephen Wilkins is a financial advisor at Oxford Financial Group, LTD with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at The Leaders Group, Inc. and High Ground Company LLC. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm offers family office and CIO services, fiduciary trust administration, and access to private market investments, emphasizing diversified asset allocation and both discretionary and non-discretionary investment solutions.

Private / alternative investments Business exit / sale strategy Business ownership considerations Family Business Wealth management Founder/Business Owner
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Jonathan C

Series 65, Series 63

Atlanta, GA

49 Financial

Jonathan Curry is an advisor at 49 Financial based in Atlanta, GA, holding Series 65 and Series 63 licenses with five years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Oakwood Capital Securities. Outside of advisory roles, he is also licensed to sell fixed and traditional insurance products. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, with an investment approach focused on disciplined, long-term diversified asset allocation through proprietary and model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Daniel D

CFP®, Series 63, Series 65

Atlanta, GA

SignatureFD, LLC

Daniel Dubay is a CFP® professional with 18 years of industry experience, currently serving at SignatureFD, LLC since 2013. Based in Atlanta, GA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing principal of Paradise Pointe Partners, LLC, a family real estate holding company. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans with 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 it is vertically integrated with an affiliated accounting firm and 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
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Ryan H

Series 66

Atlanta, GA

IFG Advisory, LLC

Ryan Hood is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and 28 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health insurance-related activities. 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 and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis while managing held-away assets to align with clients’ objectives.

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

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

Jack Cayce is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has held prior roles at Purshe Kaplan Sterling Investments, Catalyst Wealth Management, and Kalos Capital. Outside of advisory work, he is also an insurance agent specializing in life, disability, and fixed annuity sales. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis and tactical allocations, and offers ESG risk-based models and tax management tools.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Daphne G

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Daphne Gentile is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, Wells Fargo Advisors, Cambridge Investment Research, Fuller and Company, and Morgan Stanley. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm provides tailored investment solutions including private markets and digital assets, with a significant focus on institutional retirement plans and operational integration with third-party platforms.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Mary B

Series 65

Atlanta, GA

Aprio Wealth Management, LLC

Mary Beford is a Series 65-licensed financial advisor with Aprio Wealth Management, LLC, based in Atlanta, GA, and has two years of industry experience. She has worked at Aprio Wealth Management since 2023 and previously with Aprio Advisory Group and CliftonLarsonAllen LLP. In addition to her advisory role, she is employed at a CPA firm, Aprio Advisory Group. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with various trading techniques and offers coordinated tax and advisory services through its affiliated CPA firm.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
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Kade S

Series 65

Atlanta, GA

SignatureFD, LLC

Kade Scott is a financial advisor at SignatureFD, LLC with a Series 65 designation and two years of industry experience. He previously worked at Blue Mile and has a background that includes roles outside the financial sector at Georgia Southern University and McAllister's Deli. SignatureFD serves a range of clients including individuals, business entities, and charitable organizations, offering discretionary wealth management, financial planning, and consulting. The firm utilizes diversified, long-term asset allocation strategies and operates several specialized business lines such as AutographFD, an AI-enabled platform for 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
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Ronald S

Series 63, Series 65

Atlanta, GA

Bison Wealth, LLC

Ronald Savarese is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Bison Wealth since 2014 and previously spent three years with Sterne Agee Financial Services. Outside of his advisory role, he is involved in publishing through Home Planet Publishing, Inc., where he publishes books authored by himself and family members. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm employs multi-manager portfolios with tactical and strategic allocations and offers both discretionary and non-discretionary management, along with access to alternative investments and a distinctive option-based Overlay Strategy.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Randall R

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Randall Roman is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures at both firms from 2010 to 2025. Based in Atlanta, GA, he has been with OpenArc since 2025. OpenArc Corporate Advisory serves a diverse client base including individuals, trusts, nonprofit endowments, and retirement plans. The firm offers tailored wealth management and retirement plan services, utilizing a variety of investment strategies that include individual securities, alternative investments, and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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Melissa D

Series 66, Series 65

Scottdale, GA

Missionsquare Retirement

Melissa Doughty is a financial advisor with Missionsquare Retirement, holding Series 65 and Series 66 credentials and 21 years of industry experience. She has worked at ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Edward G

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisors, LLC

Edward Goepp Jr. is a CFP® professional with 14 years of industry experience, currently serving at Capital Investment Advisors, LLC since 2019. Prior to this, he worked at Wela Strategies, Inc. and Wela Strategies, LLC from 2012 to 2025. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients by providing discretionary portfolio management, integrated financial planning, and pension consulting services. The firm employs a centralized, structured investment platform with standardized asset-allocation models and offers access to various private investment solutions and specialized in-house planning resources.

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

CFP®

Atlanta, GA

Waverly Advisors, LLC

Benjamin Logan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. Prior to this, he worked at BT Wealth Management, LLC for six years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in regulatory assets. The firm serves individual clients across wealth levels, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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