Ways to browse Independent advisors serving Dunwoody, GA

Pick a specialty to browse more Independent advisors serving Dunwoody, GA.

Browse by specialty

Find advisors serving Dunwoody, GA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,153
Wealth management	944
Retirement plans for business owners (SEP, solo 401k)	841
Executive	728
Options & derivatives strategies	581
Private / alternative investments	576
Active portfolio management	340
Retired	327
ESG / Sustainable investing	298
General retirement planning	294
Retirement income strategy	274
Charitable giving & philanthropy	240
Tax-loss harvesting	236
Concentrated stock management	201
Business exit / sale strategy	190
College savings (529s, UTMA, etc.)	183
Cash flow / budgeting	176
Real estate investing	167
Annuities	152
Income planning	152
HENRY (High Earners, Not Rich Yet)	122
Passive / index investing	119
General estate planning guidance	95
General tax planning	92
Approaching retirement	86
Mid-Career Professionals	69
Tax strategies for small businesses	67
Business ownership considerations	65
Equity compensation tax strategy	53
Business succession planning	46
Retirement withdrawal strategies	37
Established Professionals	36
Social Security optimization	34
Attorney	33
Young Professionals	31
Debt management	26
Long-term care insurance	26
Family Business	24
Life insurance needs analysis	18
Divorce financial planning	17
Doctor or Medical Professional	13
Business sale tax planning	12
Self-Employed	12
Factor investing / smart beta	11
Retired	11
Values-based investing	10
Women Professionals	10
Medicare planning	9
Equity Recipients (RS/RSU, SOP, ESPP)	8
Multi-generational wealth transfer	7
Business Financial Management	6
Financial Professional	5
Roth conversion strategy	5
Technology Professional	5
Young Families	5
Disability insurance	4
Divorced	4
Intergenerational Families	4
Dentist	3

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support