Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4,136 advisors near
30066

Out of 400,000+ nationwide

user avatar
firm logo

Michael H

Series 66

Alpharetta, GA

Wealthcare Advisory Partners LLC

Michael Holcomb Jr. is a financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and SignatureFD. Outside of finance, he owns Holcomb Lawn Care and Odd Jobs, a local business. 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 financial advising approach using patented Wealthcare software and incorporates both passive and active investment strategies within an evidence-based framework.

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

Ashley A

CFP®, Series 66

Atlanta, GA

BIP Wealth, LLC

Ashley Arrington is a CFP® professional with 14 years of industry experience, currently serving at BIP Wealth, LLC since 2022. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where she accumulated eight years of experience. Outside of her advisory role, she is a member of the Finance Committee for the Nashville Public Library, where she reviews and advises on the library’s investment portfolio. 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 discretionary and non-discretionary accounts, and manages private pooled investment vehicles alongside public and private-market 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

Matthew S

Series 65

Atlanta, GA

Advisory Services Network

Matthew Snellings is a financial advisor at Advisory Services Network with three years of industry experience. He holds a Series 65 designation and has previously worked at Pierson Wealth Management, Raymond James & Associates, and Capstone Financial. He is also a licensed insurance agent involved in life, health, disability, and long-term care insurance sales. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of strategies that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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

Kyle H

Series 63, Series 65

Alpharetta, GA

Elevation Point Wealth Partners, LLC

Kyle Hammond is a financial advisor at Elevation Point Wealth Partners, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at UBS Financial Services, Inc and Northwestern Mutual Wealth Management Company. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a mix of strategic and tactical asset allocation across various investment vehicles and offers specialized platforms for alternatives and held-away accounts.

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

Alex C

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Alex Cockerill is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Beacon Global Advisor Network, LLC and Paratus Wealth Ltd., and previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International LTD. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily 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 portfolios typically managed using a mix of mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Brent B

Series 66

Alpharetta, GA

RFG Advisory, LLC

Brent Blair is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at MassMutual Investors Services and related entities for 12 years before joining Barrett Capital Advisory and RFG Advisory in 2022. Outside of his advisory roles, he serves as a board member of Smart Eye Technology, Inc., a technology startup. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers primarily discretionary portfolio management using a variety of model strategies and third-party platforms, and it serves as a sub-adviser to multiple ETFs while also providing access to alternative investments and annuity platforms.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
user avatar
firm logo

Bernard B

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Bernard Buckley is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including GSB Capital Ireland, Seven Insurance Brokers, AHR Private Wealth, and Holborn Assets, LLC. 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, with a focus on both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Robin C

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Robin Copley is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Beacon Global Advisors, Kindred House Advisory Ltd, Wealth Architects Global, Avaloq, Multrees Investor Services, and James Hay Partnership. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension-advice services for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, primarily managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Aron R

CFP®, Series 63, Series 66

Atlanta, GA

BIP Wealth, LLC

Aron Riddle is a CFP® professional with 22 years of industry experience. He has been with BIP Wealth, LLC since 2017 and previously worked at Strategic Advisers, Inc. for 12 years. 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, utilizing tailored asset allocations that include mutual funds, ETFs, fixed income, individual securities, and options-based strategies, as well as private-market securities 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

Andrew M

CFP®, Series 65

Atlanta, GA

BIP Wealth, LLC

Andrew Malone is a CFP® and holds a Series 65 license, currently with BIP Wealth, LLC. He has four years of industry experience, including prior roles at Rollins Financial Advisors, Wood Partners, and PricewaterhouseCoopers. 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, utilizing tailored asset allocations and a range of investment strategies including private-market securities 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

Christopher C

Series 63, Series 65

Atlanta, GA

Donaldson Capital Management LLC

Christopher Corcoran is a financial advisor at Donaldson Capital Management LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Donaldson Capital Management in 2024, he worked at Costco Wholesale Corporation and Dunnhumby Limited. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Justin D

Series 66

Atlanta, GA

IFG Advisory, LLC

Justin Davidson is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 credential and 27 years of industry experience. He has been with IFG Advisory and LPL Financial since 2014. 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 offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

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

Chad P

Series 63, Series 65

Atlanta, GA

OpenArc Corporate Advisory, LLC

Chad Pigg Fife is a financial advisor with OpenArc Corporate Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. He serves on the Troy University Sorrell College of Business Advisory Council and volunteers with IMCA on the CIMA exam development. OpenArc Corporate Advisory provides wealth management, financial planning, and investment management services to individuals, trusts, corporations, and institutional retirement plans, managing approximately $10.1 billion on a discretionary basis. The firm employs a diversified investment approach that includes institutional research, manager due diligence, and access to both 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

James M

CFP®, Series 66

Alpharetta, GA

Elevation Point Wealth Partners, LLC

James Malatos is a CFP® professional with 14 years of experience in financial services. He joined Elevation Point Wealth Partners, LLC in 2026 after working at UBS Financial Services, Bank of America, and Merrill. Malatos serves as a Pro Bono Director for the Financial Planning Association of Georgia. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a blend of strategic and tactical asset allocation across various investment vehicles, including separately managed accounts and model portfolios, and offers specialized services such as retirement-plan consulting and alternative investments.

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

David B

CFP®, Series 63, Series 65

Atlanta, GA

Crawford Investment Counsel Inc

David Bockel Jr. is a CFP® with 24 years of industry experience currently with Crawford Investment Counsel Inc. He joined Crawford in 2022 after prior roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, and Caldwell & Orkin, Inc. Crawford Investment Counsel provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a bottom-up, value-oriented investment approach focused on dividend-paying equities and diversified fixed-income strategies, offering multiple distinct portfolio strategies and acting as adviser to several mutual funds.

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

Jacob S

Series 66

Atlanta, GA

Beacon Global Advisor Network, LLC

Jacob Shelton is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Morgan Stanley Wealth Management. Shelton is based in Atlanta, GA. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios with a mix of third-party models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms and overlay managers.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Christopher A

CFA®

Alpharetta, GA

Merit Financial Advisors

Christopher Armstrong is a CFA® charterholder with two years of industry experience. He is currently with Merit Financial Advisors and previously worked at firms including St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory role, he is involved in real estate investing through ownership of CK Properties LLC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach managed by an internal investment team and offers both discretionary and non-discretionary account services through a network of advisers.

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

Daniel M

Series 63, Series 65, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Miller is a financial advisor with IFG Advisory, LLC and holds the Series 63, Series 65, and Series 66 licenses. He has 26 years of industry experience and has been with IFG Advisory and LPL Financial since 2016. Outside of his advisory work, he owns Unique Atlanta Homes, Inc., a real estate renovation and flipping business. IFG Advisory, LLC provides advisory services to individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to manage client assets through various strategies and third-party managers.

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

Robert B

Series 66

Atlanta, GA

IFG Advisory, LLC

Robert Bethards II is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WOODBURY FINANCIAL SERVICES INC and Quay Financial Group, Inc. Outside of his advisory work, he is in the early stages of starting a home-based shirt company. 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 offers comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

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

David E

Series 66

Alpharetta, GA

Merit Financial Advisors

David Elder is a financial advisor with Merit Financial Advisors in Alpharetta, GA, holding a Series 66 designation and 19 years of industry experience. He has worked at Merit Financial Advisors since 2009 and previously at LPL Financial and AMG Financial Strategies, Inc. He is also an independent insurance agent providing insurance advice based on client needs. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation managed through centralized models and offers both discretionary and non-discretionary accounts, supported by an internal investment management team and 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”)