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Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Kevin W

Series 63, Series 66, Series 65

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a ChFC® credentialed financial advisor with 15 years of industry experience. He is the principal of OBN Wealth Advisors, an independent firm he has led since 2016. Prior to founding OBN Wealth Advisors, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of advising, he is an author and professional speaker through his involvement with One Bucket Nation LLC. OBN Wealth Advisors serves individuals, including high-net-worth clients, and small businesses by providing financial planning, investment consultation, retirement-plan advice, and portfolio management. The firm combines fundamental analysis with technical and cyclical methods, using both active and passive management strategies, and offers educational seminars and written materials alongside its advisory services.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Vincent B

Series 63, Series 65

Fayetteville, GA

Personal Financial Solutions, LLC

Vincent Bethel Jr. is the sole advisor at Personal Financial Solutions, LLC in Fayetteville, GA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Personal Financial Solutions since 2003. Bethel also holds a license as an insurance agent, selling life, disability, and other insurance products on a limited basis. Personal Financial Solutions offers discretionary portfolio management and limited financial planning primarily to individuals and small businesses. The firm employs an investment approach focused on asset allocation with monthly rebalancing and combines investment management with tax preparation and insurance brokerage services.

General tax planning Wealth management
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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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Douglas O

Series 65

McDonough, GA

Andvari Associates LLC

Douglas Ott is a financial advisor at Andvari Associates LLC in McDonough, Georgia, holding a Series 65 designation with 13 years of industry experience. He has been with Andvari Associates since its founding in 2013. Andvari Associates LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and institutional clients through separately managed accounts and a private pooled investment vehicle. The firm employs a long-term, fundamental, bottom-up equity analysis approach combining growth and value strategies, and distinguishes itself by managing a private fund and using performance-based compensation arrangements for certain clients.

Active portfolio management Options & derivatives strategies Concentrated stock management Income planning
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Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. from 2016 to 2021. Outside of his advisory role, he owns a freelance photography business. Georgia Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and state and municipal government entities. The firm follows a long-term, multi-method investment approach and typically manages accounts on a discretionary basis, combining third-party money managers and model portfolios, primarily through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Darryl D

CFP®, Series 63, Series 65

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Darryl Dyche is a CFP® professional with 22 years of experience in financial advising. He is the founder of Dyche Wealth Management, Inc., where he has worked since 2012, and is also a 50% owner of Compass Financial Services, Inc., which offers fixed insurance sales. Dyche Wealth Management provides financial planning, portfolio management, and ERISA plan services to individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerance, and it also advises accredited investors on privately offered alternative investments.

Cash flow / budgeting Founder/Business Owner
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Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Justin F

Series 63, Series 66

Jonesboro, GA

Capital and Planning, LLC

Justin Florence is a financial advisor at Capital and Planning, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2004. Justin joined Capital and Planning in 2023. Capital and Planning, LLC provides investment management and financial planning services to individuals, small businesses, trusts, estates, and charitable entities. The firm offers both discretionary and non-discretionary portfolio management across a range of asset classes and delivers customized portfolios based on client objectives, with ongoing monitoring and periodic reviews.

Private / alternative investments Real estate investing Wealth management
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Matthew S

Series 65, Series 63

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Matthew Selman is a financial advisor with Dyche, Riley, & Selman Wealth Management in Fayetteville, GA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior work includes roles at Patrick Capital Markets, LLC and Triloma Securities, LLC. He is also a manager at Terra Development, LLC, a real estate investment and development firm. Dyche Wealth Management offers financial planning and investment management services to individuals, high-net-worth clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on fundamental, technical, and cyclical analysis, and serves as a sponsor and adviser to privately offered pooled investment vehicles and real estate development entities.

Cash flow / budgeting Founder/Business Owner
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Joquinn S

Series 63, Series 65

McDonough, GA

Nortlov Advisory, LLC

Joquinn Sadler is a financial advisor at Nortlov Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at multiple firms including IBIS Compliance & Financial Services LLC, where he serves as CEO, and Nortlov Group LLC, a holding company he leads as president. Sadler is also president of the Rising Sun Foundation, a nonprofit focused on community initiatives such as youth mentorship and educational programs. Nortlov Advisory, LLC provides investment management, consulting, financial planning, and estate planning services to individuals, families, businesses, and institutional clients including insurance companies and municipal entities. The firm customizes portfolios using asset allocation, trading strategies, and third-party manager integration, and conducts ongoing due diligence on money managers and platforms.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Expats
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Peyton R

Series 63

Fayetteville, GA

Dyche, Riley, & Selman Wealth Management

Peyton Riley is a financial advisor at Dyche, Riley, & Selman Wealth Management with 22 years of industry experience. He holds a Series 63 designation and has been with Dyche Wealth Management since 2014. Outside of advisory work, Riley is involved in operating LLCs related to group medical and dental insurance commissions, as well as other business activities. Dyche Wealth Management provides personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional plans. The firm offers discretionary and non-discretionary portfolio management, ERISA plan consulting, and advises on private alternative investments, with a focus on thorough client evaluation and ongoing portfolio monitoring.

Cash flow / budgeting Founder/Business Owner
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Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Michael E

CFP®, Series 63, Series 65

Jonesboro, GA

Capital and Planning, LLC

Michael Edmondson is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Wells Fargo Clearing. Edmondson also provides investment advisory services through Capital and Planning, LLC, an independent investment advisory firm he is involved with. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a wide range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Private / alternative investments Real estate investing Wealth management
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Brian S

CFP®, ChFC®, RICP®, TPCP®

McDonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Business ownership considerations Business exit / sale strategy Founder/Business Owner African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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Joseph N

Series 66

Jonesboro, GA

Capital and Planning, LLC

Joseph Norton is a financial advisor at Capital and Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wisdom Planning Center, Principal Life Insurance, and Woodbury Financial Services. Norton is also involved in fixed insurance sales, offering life insurance, annuities, Medicare, disability, and long-term care insurance. Capital and Planning, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, small businesses, trusts, estates, and charities. The firm manages approximately $193.9 million in assets and emphasizes asset allocation, fundamental and technical analysis, and mutual fund and ETF selection tailored to clients’ objectives.

Private / alternative investments Real estate investing Wealth management
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