Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

5,993 advisors near
30341

Out of 400,000+ nationwide

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, currently serving as a financial advisor at Merit Financial Advisors. His prior experience includes roles at St. John & Associates, Northwestern Mutual Investment Services LLC, and Invesco Ltd. Outside of his advisory work, Armstrong is the owner of CK Properties LLC, where he is involved in real estate investing. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable investment sleeves, supported by a central Investment Management team and an Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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

Patrick C

Series 66

Atlanta, GA

Arkadios Wealth Advisors

Patrick Connolly is a financial advisor at Arkadios Wealth Advisors in Atlanta, GA, holding a Series 66 designation with four years of industry experience. His prior roles include work with Arkadios Capital, Afterburner Inc, and a short tenure at Top Dawg Moving. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing various portfolio management strategies that incorporate fundamental, technical, and cyclical analysis.

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

David E

Series 66

Alpharetta, GA

Merit Financial Advisors

David Elder is a financial advisor at Merit Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at Merit Financial Advisors since 2009, with prior experience at LPL Financial and PKS Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by an Investment Committee.

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

James B

Series 65

Alpharetta, GA

Merit Financial Advisors

James Breen is a Series 65-licensed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2025, following eight years at AMP Wealth Management and two years at Horizon Investments. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and an Investment Committee.

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

Blake F

Series 63, Series 66

Atlanta, GA

Arkadios Wealth Advisors

Blake Floyd is a financial advisor with Arkadios Wealth Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Kestra Advisory and Foresters Financial Services. He also works with Strive Financial Solutions, where he advises clients on financial planning strategies and asset allocation. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm provides customized investment plans based on client risk profiles using a combination of fundamental, technical, and cyclical analysis across various managed account solutions.

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

David W

CFP®, Series 63, Series 65

Atlanta, GA

Capital Investment Advisory Services, LLC

David Wilke is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Capital Investment Advisory Services, LLC since 2018. His prior experience includes 13 years at Princor Financial Services Corp and Principal Life Insurance Co. In addition to his advisory role, Wilke is also an insurance agent with Capital Insurance Affiliates. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base, including individuals, corporations, and charitable institutions. The firm offers tailored investment strategies primarily managed on a discretionary basis, utilizing fundamental, technical, and charting analysis methods across a range of asset types.

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

Adrian F

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Adrian Flambard is a financial advisor at Beacon Global Advisor Network, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brite Advisors USA, Inc., Brite Investments USA, LLC, and Brite Advisors Ltd. since 2015. 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 a focus on tailored client portfolios using a blend of mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
user avatar
firm logo

Chiao C

Series 63, Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Chiao Chan is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Cambridge Investment Research. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm employs both discretionary and non-discretionary engagement models and offers a wide range of investment options, including private markets and digital assets, alongside a substantial institutional retirement practice.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Andrew P

Series 66

Norcross, GA

BIP Wealth, LLC

Andrew Prehmus is a financial advisor with BIP Wealth, LLC in Norcross, GA, holding a Series 66 credential and 11 years of industry experience. His prior experience includes roles at Strategic Blueprint, LLC, and The Strategic Financial Alliance, Inc. Outside of his advisory work, he is a partner in Prehmus Financial Partners, which offers financial services and fixed insurance advice. BIP Wealth, LLC 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 employs tailored asset allocations and offers private-market securities to qualified investors, distinguishing itself through adviser roles to private pooled vehicles and affiliated sponsor activities.

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

Cynthia Y

Series 66

Atlanta, GA

OpenArc Corporate Advisory, LLC

Cynthia Yepez is a financial advisor at OpenArc Corporate Advisory, LLC in Atlanta, GA, holding a Series 66 designation with three years of industry experience. She previously spent 11 years at Merrill before joining OpenArc in 2025. OpenArc Corporate Advisory serves individual and institutional clients, including trusts, nonprofit endowments, and retirement plans. The firm offers a range of services such as wealth management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary models with diverse investment options including private markets and digital assets.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
user avatar
firm logo

Derek K

Series 66

Atlanta, GA

IFG Advisory, LLC

Derek Keeney is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at IFG Advisory and LPL Financial since 2019, and prior experience at Doehler North America and Anheuser-Busch InBev. IFG Advisory, LLC serves a diverse client base that includes 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 blend of fundamental, technical, and cyclical analysis, and offers specialized real estate planning and business valuation services.

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

Ronald S

Series 63, Series 65

Kennesaw, GA

Kovack Advisors, inc.

Ronald Skopek is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he is the owner and president of Summit Financial Services, Inc., focusing on retail sales of securities, and also leads a fixed insurance business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally developed models and third-party managers to construct and manage portfolios.

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

John H

CFP®, Series 66

Atlanta, GA

BIP Wealth, LLC

John Hester is a CFP® with six years of industry experience, currently serving as an advisor at BIP Wealth, LLC. He previously worked at Royal Alliance Associates, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Prior to his financial career, he spent five years with the Seattle Mariners. 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 private-market investment advisory services and 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

Jeremy P

Series 66

Atlanta, GA

Alexander Capital Wealth Management LLC

Jeremy Presley is a financial advisor with Alexander Capital Wealth Management LLC in Atlanta, GA, holding a Series 66 license and with 10 years of industry experience. He has worked with Alexander Capital, L.P. since 2020 and previously with Centaurus Financial, Inc. from 2016 to 2020. Outside of his advisory role, he operates a tax consultation business as a registered Enrolled Agent. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional clients, with a focus on technical and fundamental analysis to guide asset allocation. The firm employs multiple advisory teams and uses discretionary management, sub-advisers, and model portfolios to implement client strategies.

Active portfolio management Options & derivatives strategies Business sale tax planning Retirement withdrawal strategies
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. Prior to joining Apollon in 2023, she worked for nine years at United Capital Financial Advisers, LLC. She is also a licensed insurance agent for life, health, and annuity products. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, consulting, and sub-advisory services, combining centrally managed strategies with locally managed portfolios tailored through various investment vehicles and specialized offerings.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Douglas L

CFP®, Series 65

Atlanta, GA

SignatureFD, LLC

Douglas Liptak is a CFP® and Series 65 credentialed financial advisor with 22 years of industry experience. He has been with SignatureFD, LLC since 2000. Based in Atlanta, GA, he focuses on wealth management within a multi-team firm environment. SignatureFD serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing ongoing 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 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

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 the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan services using a broad range of investment tools and emphasizes institutional research and governance for its retirement plan sponsors.

Private / alternative investments ESG / Sustainable investing Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Values-based investing
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")