Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,474 advisors near
30099

Out of 400,000+ nationwide

user avatar
firm logo

Kassi H

ChFC®, Series 66

Peachtree Corners, GA

Apollon Wealth Management, LLC

Kassi Hyde is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at United Capital Financial Advisers, LLC, Thomas Burdg Consulting, Inc., and Thrivent Investment Management. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and consulting services. Apollon combines centrally managed strategy mandates with locally managed portfolios and employs fundamental analysis, tactical allocations, ESG risk models, and technology tools, including generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
user avatar
firm logo

Leslie H

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Leslie Hill is a financial advisor at OpenArc Corporate Advisory, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years before joining OpenArc in 2025. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm employs a diversified investment approach that includes public and private market securities and offers governance-oriented 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

Mark W

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Mark Wazevich is a financial advisor at OpenArc Corporate Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he is involved in a family-held LLC established for ownership of a personal condominium. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm combines institutional research and diversified implementation across public and private markets to serve its clients, managing approximately $10.1 billion on a discretionary basis.

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

Alexandra K

CFP®, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Alexandra Khoury is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OpenArc Corporate Advisory, LLC since 2025. Prior to joining OpenArc, she worked for 14 years at Bank of America and Merrill. Outside of her advisory role, she is a member of NAB Property Group LLC, a family-owned entity. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans. The firm manages approximately $10.1 billion and employs a comprehensive investment approach that includes institutional research, manager due diligence, and diversified implementation across public and private markets.

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

Daniel K

Series 66

Alpharetta, GA

Arkadios Wealth Advisors

Daniel Kistler is a financial advisor with Arkadios Wealth Advisors in Alpharetta, GA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Dempsey Lord Smith, LLC. He is also the owner of a business in the insurance, benefits, and human resources sector. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment solutions using a blend of fundamental, technical, and cyclical analysis, with a range of portfolio management options including internally managed accounts, model portfolios, and third-party managers.

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

Braeden D

Series 65

Atlanta, GA

IFG Advisory, LLC

Braeden Davidson is a financial advisor at IFG Advisory, LLC in Atlanta, GA, holding a Series 65 designation with one year of industry experience. Prior to joining IFG Advisory, he worked at Aegis Capital Group, LLC and Accenture. IFG Advisory provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments, offering tailored strategies through sub-advisors and third-party managers.

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

Laurel R

Series 66

Atlanta, GA

IFG Advisory, LLC

Laurel Resendez is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial and Professional Compliance Assistance, Inc. in prior roles. Resendez is involved in managing a business entity related to LPL and 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 uses a variety of analytical approaches and investment instruments, employing sub-advisors and third-party managers to tailor portfolios to client objectives.

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

William B

CFP®, ChFC®, Series 63, Series 66

Grayson, GA

Mutual Of Omaha Investor Services, Inc.

William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar
firm logo

David Krunch K

Series 63, Series 66

Atlanta, GA

Elevation Point Wealth Partners, LLC

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Credit Suisse Securities, and Lehman Brothers. He serves as treasurer and fundraiser for the Bill Rompf Junior Tennis Foundation, a nonprofit awarding scholarships to junior tennis players in financial need. Elevation Point Wealth Partners provides investment advisory services to individuals, retirement plans, trusts, and institutional clients, utilizing a mix of discretionary and non-discretionary portfolio management strategies across various asset classes and model portfolios.

Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Values-based investing
user avatar
firm logo

Nicholas N

Series 63, Series 66

Atlanta, GA

The Strategic Financial Alliance, Inc.

Nicholas Nussbaumer is a financial advisor with The Strategic Financial Alliance, Inc. in Atlanta, GA, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc., Morgan Stanley, and E*TRADE Securities LLC. The Strategic Financial Alliance serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized portfolio management, financial planning, and consulting services through a combination of its Strategic Choice programs, co-advisory relationships, and referrals to third-party asset managers.

Wealth management Founder/Business Owner Executive
user avatar
firm logo

James B

CFP®, Series 63, Series 65

Alpharetta, GA

Merit Financial Advisors

James Byers II is a CFP® with 24 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Clearbridge Wealth Management, LPL Financial, and Raymond James Financial Services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar
firm logo

Michael D

Series 66

Atlanta, GA

United Advisor Group

Michael Deschenes is a financial advisor with United Advisor Group based in Atlanta, GA, holding a Series 66 designation and four years of industry experience. He has worked at Mustard Money LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Deschenes is also an independent insurance agent licensed to sell life, health, disability insurance, and annuities. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, and family office services. The firm employs a combination of proprietary model portfolios, custom trading, and third-party managers using fundamental and technical analysis.

Annuities
user avatar
firm logo

Wesley F

Series 63

Atlanta, GA

United Capital Financial Advisors

Wesley French is a financial advisor with United Capital Financial Advisors in Atlanta, GA, holding a Series 63 designation and 23 years of industry experience. He previously worked at French Wolf & Farr, Inc. for 13 years before joining United Capital Financial Advisors in 2019. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a range of managed strategies.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
user avatar
firm logo

John B

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

John Bridgers is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2013. IFG Advisory, LLC serves a broad client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis across various management strategies.

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

Justin H

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Justin Harris is a Series 65-licensed advisor with Beacon Global Advisor Network, LLC. He has prior experience working at Chase Belgrave entities from 2008 to 2023. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent Investment Advisory Representatives. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

David P

Series 63, Series 65

Atlanta, GA

Apollon Wealth Management, LLC

David Pierce is a financial advisor at Apollon Wealth Management, LLC in Atlanta, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Capital, Catalyst Wealth Management, and OneAmerica Securities. Pierce also engages in the sale and servicing of fixed insurance products such as life and disability insurance. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately 145 advisors and over $11 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, combining centrally managed strategies with locally managed portfolios and employing a range of investment tools including ESG risk models, tax-managed direct indexing, and generative AI.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
user avatar
firm logo

Christopher G

Series 65

Atlanta, GA

Aprio Wealth Management, LLC

Christopher Guinther is a financial advisor at Aprio Wealth Management, LLC in Atlanta, GA, with eight years of industry experience. He holds a Series 65 designation and previously worked at A. Montag & Associates, Inc. for seven years. Outside of his advisory role, he has owned rental property since 1993, managing it remotely on a limited basis. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals and retirement plans. The firm emphasizes tailored portfolio management focused on asset allocation and long-term purchasing-power preservation, employing specialist sub-advisers and offering access to private investments and structured products.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Lyndsay K

Series 63, Series 66

Buford, GA

Alera Investment Advisors, LLC

Lyndsay Kim is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Triad Advisors, Inc. and currently serves at both Alera Investment Advisors and OSAIC. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term investment orientation.

Wealth management
user avatar
firm logo

Steven C

Series 63, Series 66, Series 65

Atlanta, GA

Bison Wealth, LLC

Steven Clark is a financial advisor with Bison Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions with Metric Financial LLC, Wells Fargo Advisors, and UBS Financial Services. Clark is also the owner and trustee of Silver Pineapple Wealth Management and its related 401(k) plan. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies, alongside offering third-party manager access and ERISA retirement plan services.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar
firm logo

Alexander B

CFP®, Series 66

Alpharetta, GA

Merit Financial Advisors

Alexander Barthold is a CFP® with 17 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Morgan Stanley, E*TRADE, Harrisdirect, and Edward Jones. He holds Series 66 registration and is based in Alpharetta, GA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement consulting, and financial wellness programs, employing a long-term, diversified investment approach managed by an internal team and supported by third-party sub-advisers.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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”)