Top financial advisors in Dunwoody, 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.
You might seek a financial advisor in Dunwoody, GA when planning for retirement income, especially if you want to understand how local tax exclusions can affect your savings. A common mistake is overlooking these state-specific tax benefits, which can lead to paying more taxes than necessary.
- Retirement income tax knowledge. Confirm the advisor understands Georgia's retirement income exclusions and how they apply to your situation.
- Income sequencing strategy. Ask how they plan withdrawals to maximize tax advantages over time.
- Experience with local regulations. Ensure they consider state and local rules that impact your retirement planning.
- Coordination with other professionals. Check if they work with your tax preparer or estate planner to align strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mitchell M
Series 63, Series 65
Dunwoody, GA
Lincoln Investment
Mitchell Melan's 31 years of experience and Series 63 and 65 licenses position him well to navigate Dunwoody's retirement income tax landscape, including Georgia's specific exclusions. Affiliated with Lincoln Investment, a large firm managing $18.9 billion, he offers active portfolio management and tax-loss harvesting with a competitive 0.15% AUM fee, distinguishing him from smaller local advisors.
Experience: 32 years
Avg account: $157,266
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Shahab K
Series 66, Series 63
Dunwoody, GA
PNC Wealth Management
Shahab Khan's 23 years of experience and Series 63 and 66 registrations position him well to navigate retirement income planning in Dunwoody, GA, including local tax considerations. Affiliated with PNC Wealth Management, a large firm offering model-based advisory services and algorithmic risk assessments, he combines active portfolio management with wealth management expertise, catering to executives with a 0.85% annual AUM fee.
Experience: 24 years
Avg account: $182,752
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Jeffrey B
CFP®, Series 66
Atlanta, GA
OSAIC
Jeffrey Bramlett, a CFP® professional at Osaic Wealth, Inc., offers expertise in annuities and serves clients including founders, executives, and retirees, which suits retirement income planning in Dunwoody, GA. His firm’s large size provides access to diverse investment products and a comprehensive process, while his flat-fee structure and four years of experience distinguish him from other advisors nearby.
Experience: 5 years
Avg account: $398,336
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Michael W
Series 66
Dunwoody, GA
Lincoln Investment
Michael Walls offers expertise in retirement plans for business owners and wealth management, making him well-suited for clients in Dunwoody, GA planning retirement income with local tax considerations. His affiliation with Lincoln Investment, a large firm managing $18.9 billion in assets, provides access to diverse financial planning services and flexible fee options including flat and hourly fees, distinguishing him from advisors with smaller practices or less fee flexibility.
Experience: 13 years
Avg account: $157,266
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Jennifer H
Series 66
Dunwoody, GA
Edward Jones
Jennifer Howard's 18 years of experience and focus on retirement income strategy make her well-equipped to navigate Georgia's retirement income tax exclusions. As part of Edward Jones, a large firm managing over $1 trillion in assets, she offers access to diverse advisory services and a program fee up to 1.35% annually, distinguishing her from advisors at smaller firms.
Experience: 18 years
Avg account: $246,728
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