Top financial advisors in Atlanta, GA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're approaching retirement and want to maximize your income while minimizing taxes, these advisors can help you navigate complex retirement income strategies. A common mistake is not accounting for how different income sources and tax exclusions interact, which can lead to unexpected tax bills.
- Retirement income exclusions. Ask how they incorporate Georgia's tax exclusions for retirees into your income plan.
- Income sequencing. Confirm how they prioritize withdrawals from various accounts to reduce your overall tax burden.
- Social Security timing. Discuss strategies for when to claim benefits to optimize your lifetime income.
- Tax impact modeling. Ensure they use detailed projections to show how different income choices affect your taxes over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marcus T
Series 65
Atlanta, GA
Limitless Capital Management, Inc.
Marcus Turner, based in Atlanta, offers expertise in wealth management and equity recipients, which can be valuable for retirement income planning involving complex asset types. His firm, Limitless Capital Management, focuses on institutional assets and high-net-worth clients, providing detailed portfolio analysis and investment policy documentation, with a variable fee structure from 0.50% to 2.00% annually, distinguishing him from advisors with broader retail client bases.
Experience: 14 years
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Isis W
CFP®, Series 66
Atlanta, GA
Temperance Wealth Management
Isis Waites in Atlanta offers expertise in cash flow and budgeting, supported by seven years of experience and CFP® certification, making her well-suited to help retirees manage income sequencing and tax impacts. Her firm uses modern portfolio theory with third-party managers and provides flexible fee options including flat fees and hourly consulting, distinguishing her from advisors focused solely on asset-based fees.
Experience: 8 years
Avg account: $299,919
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Curtis H
CFP®
Atlanta, GA
NEwEdge Advisors
Curtis Hearn, a CFP® professional in Atlanta, specializes in retirement plans for business owners and offers flat-fee financial planning up to $200,000, which suits clients seeking transparent pricing. His firm, NewEdge Advisors, manages diverse portfolios with a wrap fee program and employs detailed analytic approaches, providing a comprehensive strategy that integrates asset management with financial planning, differentiating him from advisors focused solely on investment management.
Experience: 14 years
Avg account: $813,531
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Craig T
CFP®, Series 63
Johnson City, TN
Ameriprise
Craig Torbett specializes in retirement income strategy and Social Security optimization, making him capable of addressing complex retirement income needs despite being based in Johnson City, TN. His 26 years of experience at Ameriprise, a large firm offering tax-efficiency analysis and a 0.15% AUM fee, distinguish him from others by combining seasoned expertise with comprehensive retirement planning services.
Experience: 26 years
Avg account: $471,167
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Cecily W
CFP®, Series 65
Atlanta, GA
Welch Financial Investments, LLC
Cecily Welch's 12 years of experience and CFP® certification equip her to handle retirement income strategies in Atlanta, including tax planning and wealth management. Her firm integrates accounting and financial advisory services, serving high-net-worth individuals and institutions with a 0.75% annual fee, focusing on diversified asset allocation using mutual funds and ETFs, which distinguishes her from other advisors.
Experience: 12 years
Avg account: $480,123
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