Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

3,472 advisors near
30311

Out of 400,000+ nationwide

user avatar
firm logo

Michael F

Series 65

Atlanta, GA

Hamilton Capital Partners, LLC

Michael Fortune II is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Hamilton Capital Partners, LLC, where he has worked since 2021, following a three-year period at Hamilton Investment Counsel, LLC and two years at Fortune 401(K). Outside of his advisory role, he serves as president of Fortune Wealth Management, Inc., a non-investment-related business, and is a partner involved in general business development at Perseus Venture Partners, LLC. Hamilton Capital Partners provides asset management and consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm uses a multi-disciplinary investment approach that includes fundamental, technical, quantitative, sector, and cyclical analysis to create customized portfolios consisting of various securities, which are actively monitored and rebalanced.

Options & derivatives strategies Passive / index investing Active portfolio management Concentrated stock management
user avatar
firm logo

Ana H

Series 66

Atlanta, GA

AKPRIDE Financial Services

Ana Hata is a financial advisor with AKPRIDE Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she serves as Membership Chair for the American Killfish Association, focusing on conservation and education related to freshwater fish. AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, families, business owners, and corporate plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored portfolio management and financial planning services through platforms like eMoney and Orion.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business ownership considerations General tax planning Founder/Business Owner Executive
user avatar
firm logo

Gary G

Series 63, Series 65

Atlanta, GA

The Marin Group Inc.

Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.

General retirement planning Annuities Income planning Options & derivatives strategies
user avatar
firm logo

James L

PFS™, Series 65

Atlanta, GA

Letson Investment Management, Inc.

James Letson is a financial advisor with Letson Investment Management, Inc. in Atlanta, GA, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has been with Letson Investment Management since 1987. Letson Investment Management, Inc. provides discretionary investment management services, including equity and fixed-income portfolio management, for a diverse client base ranging from individuals to institutional accounts. The firm employs fundamental and cyclical analysis in its investment process and manages portfolios on a discretionary basis with regular reviews and detailed quarterly reporting.

Active portfolio management
user avatar
firm logo

Brian H

Series 66

Atlanta, GA

The Keystone Financial Alliance, LLC

Brian Henderson is a financial advisor at The Keystone Financial Alliance, LLC in Atlanta, GA, with 22 years of industry experience. He holds a Series 66 designation and has been with The Keystone Financial Alliance since 2013. Outside of his advisory role, Henderson serves as Chair of the Cobb Chamber of Commerce and is a Director on the Georgian Club Advisory Council. The Keystone Financial Alliance provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on diversified portfolio management and tailored allocations based on client objectives and risk tolerance. The firm works with independent third-party money managers and emphasizes a broad diversification approach using mutual funds, ETFs, individual securities, and options.

Private / alternative investments Real estate investing
user avatar
firm logo

Porsche L

Series 63, Series 65

Atlanta, GA

Investher Fiduciary Solutions, LLC

Porsche Love is a financial advisor with InvestHER Fiduciary Solutions, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, MassMutual Life Insurance, and AXA Advisors. Outside of her advisory work, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets while providing financial planning and implementation services for business owners, retirees, and plan participants. The firm offers fiduciary oversight, investment selection, participant education, and access to portfolio management through a partnership with StreamSong Advisors.

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Women Business Owners
user avatar
firm logo

James B

CFP®, Series 66

Atlanta, GA

Family Capital Advisors, LLC

James Bridges is a CFP® with 19 years of industry experience, currently serving as Managing Director at Family Capital Advisors, LLC since 2018. His prior experience includes roles at Sterne Agee Financial Services, Inc. and Lakeview Capital Partners, LLC. In addition to his advisory work, he is a director and owner of Family Capital Advisors Insurance Group, LLC, which provides insurance options to clients. Family Capital Advisors, LLC offers investment advisory and financial planning services to individuals and high-net-worth clients, managing both discretionary and non-discretionary accounts with a range of investment strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm integrates third-party AI and machine-learning tools into its processes and combines advisory services with broker-dealer registration and insurance offerings.

Annuities
user avatar
firm logo

Christopher M

CFP®, Series 63, Series 65

Atlanta, GA

CMA Financial Services

Christopher Morris is a financial advisor at CMA Financial Services with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Morris operates a CPA practice and has authored a book. CMA Financial Services serves individual investors, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary asset management and financial planning, using a combination of fundamental, technical, and charting analysis with tailored portfolio strategies that include options and derivatives.

Retirement income strategy Social Security optimization General retirement planning Long-term care insurance Equity compensation tax strategy
user avatar
firm logo

Jessica M

CFP®, Series 66

Atlanta, GA

CMA Financial Services

Jessica Morris is a CFP® with 14 years of industry experience, currently serving at CMA Financial Services since 2016. She is also involved with Jessica's Enterprises, Ltd., where she brokers insurance products. Jessica is based in Atlanta, GA. CMA Financial Services serves individual investors, trusts, estates, and business entities through a two-advisor practice managing approximately 90 client relationships. The firm provides discretionary asset management and written financial planning, utilizing a blend of fundamental, technical, and charting analysis along with option-writing strategies to tailor portfolios to client objectives.

Retirement income strategy Social Security optimization General retirement planning Long-term care insurance Equity compensation tax strategy
user avatar
firm logo

David Y

CFA®, Series 63

Atlanta, GA

Aurora Investment Counsel

David Yucius is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Aurora Investment Counsel in Atlanta, GA. He has been with Aurora since 2001 and also has a longstanding association with RS Equities, Inc. His credentials include the Series 63 license. Aurora Investment Counsel provides discretionary separate-account portfolio management and financial planning services primarily for high-net-worth individuals, institutional clients, and other registered investment advisers. The firm employs a fundamentals-based Growth At a Reasonable Price (GARP) investment approach, combining quantitative screening with qualitative research and focuses on long-term holdings with limited short-term trading.

Active portfolio management
user avatar
firm logo

Scott C

CFP®, Series 66

Atlanta, GA

Chancellor Wealth Management, Inc.

Scott Clanton is a CFP® with 11 years of industry experience, currently serving as Vice President at Chancellor Wealth Management, Inc. He has been affiliated with The Chancellor Group, Inc., The O. N. Equity Sales Company, and Ohio National Financial Services since 2014. In addition to his advisory role, Clanton is a licensed insurance agent specializing in life, accident, and sickness insurance. Chancellor Wealth Management provides comprehensive financial planning and discretionary investment management primarily for individuals and high net worth clients. The firm uses a structured risk-profiling tool to guide diversified asset allocation and offers retirement plan education and access to third-party asset management platforms.

College savings (529s, UTMA, etc.) Long-term care insurance Founder/Business Owner
user avatar
firm logo

Vadzim Y

CFA®

Atlanta, GA

Jordan Capital AM, LLC

Vadzim Yazvinski is a CFA® charterholder with 16 years of industry experience, currently serving at Jordan Capital AM, LLC since 2008. He is also involved with The Jordan Company, a real estate development and manufacturing investment firm, where he assesses investment opportunities. Jordan Capital AM, LLC provides discretionary investment management primarily to high-net-worth individuals and operates both separately managed accounts and a private pooled vehicle, Jordan Capital Partners, LP. The firm employs a combination of fundamental and technical analysis and focuses on income-oriented strategies alongside broader equity investments.

Income planning Active portfolio management Founder/Business Owner
user avatar
firm logo

Faye S

Series 63, Series 66

Brookhaven, GA

Tuttle Wealth Partners LLC

Faye Sykes is a financial advisor at Tuttle Wealth Partners LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Capital Asset Advisory Services and Northwestern Mutual Investment Management. In addition to her advisory role, she is CEO of Social Security Benefit Planners and also involved in life insurance sales through Scarlet Oak Financial Services. Tuttle Wealth Partners LLC provides investment advisory and financial planning services to retail and institutional clients, offering customized portfolio management and consulting tailored to client objectives and risk tolerance. The firm utilizes proprietary models and engages sub-advisers while maintaining responsibility for client relationships.

Retirement income strategy Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
user avatar
firm logo

Kamila E

CFP®, Series 63, Series 65

Atlanta, GA

Collective Wealth Partners, LLC

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner Executive Women Professionals Minorities
user avatar
firm logo

Courtney D

Series 65

Atlanta, GA

Peachtree Investment Partners, LLC

Courtney Deveau is a financial advisor at Peachtree Investment Partners, LLC with a Series 65 designation and two years of industry experience. Prior to joining Peachtree in 2023, Deveau worked at Pace Academy and The Museum of Modern Art. Peachtree Investment Partners provides discretionary portfolio management to individuals, trusts, estates, retirement plans, and business entities, managing approximately $336 million across about 227 client accounts. The firm emphasizes long-term, growth-oriented investing primarily in common stocks selected through fundamental analysis, complemented by bonds and index ETFs.

Active portfolio management Passive / index investing
user avatar
firm logo

Andrew O

Series 65

Atlanta, GA

Conscious Wealth Investments, LLC

Andrew Olsen is a financial advisor with Conscious Wealth Investments, LLC in Atlanta, GA, holding a Series 65 designation. He has held positions at several firms since 2020 and joined Conscious Wealth Investments in 2024. Outside of finance, he works as a freelance trumpet player. Conscious Wealth Investments provides discretionary and non-discretionary wealth management and financial planning to individuals, families, trusts, estates, and small businesses. The firm manages portfolios using a combination of fundamental and technical analysis, incorporating equities, ETFs, bonds, and alternative instruments, and may employ margin and derivatives within separately managed accounts.

Wealth management Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Scott M

CFP®, Series 63, Series 65

Atlanta, GA

Private Family Wealth Advisors

Scott Mackenzie is a CFP® with 31 years of industry experience, currently serving as the sole advisor at Private Family Wealth Advisors in Atlanta, GA. He previously worked for Wells Fargo Advisors Financial Network LLC from 2009 to 2023. Private Family Wealth Advisors offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm primarily provides discretionary portfolio management using a range of investment strategies and routinely employs third-party sub-advisers and model managers to implement and monitor client portfolios.

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

Scott B

Series 66

Atlanta, GA

San Blas Advisory, Inc.

Scott Bremus is a financial advisor with San Blas Advisory, Inc. based in Atlanta, GA, holding a Series 66 designation and bringing 26 years of industry experience. His prior work includes roles at Eudaimonia Partners, LLC, LPL Financial LLC, Hamilton Investment Counsel, LLC, and Citigroup Global Markets, among others. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across about 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with financial planning services, using a combination of fundamental, technical, and qualitative analysis in its investment approach.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Jeffrey S

Series 63, Series 65

Atlanta, GA

34 Financial, LLC

Jeffrey Shaver is a financial advisor at 34 Financial, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at JNJ Advisors, Mercer Global Advisors, Arkadios Capital, Atlanta Capital Group, and Triad Advisors. 34 Financial, LLC is a small team managing approximately $101 million across about 90 client relationships. The firm provides discretionary investment management and financial advice to individuals, corporations, retirement plans, trusts, and institutions, using fundamental, technical, and cyclical analysis to develop client-specific investment policies.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Allan M

CFP®, Series 65

Atlanta, GA

Berkeley Advisors, Inc.

Allan Mathis is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He has been with Berkeley Advisors, Inc. since 2019. Outside of his advisory role, Mathis volunteers as a youth soccer coach and serves as an on-site property manager and secretary for HamLam Properties, LLC. Berkeley Advisors serves individual and high-net-worth clients, as well as trusts and estates, providing ongoing financial planning and discretionary portfolio management. The firm employs a diversified, Modern Portfolio Theory–based investment approach using mutual funds, ETFs, and selected individual securities, and operates its own Wrap Fee Program.

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Cash flow / budgeting
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")