Top financial advisors in Fitzgerald, 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 be planning for retirement income and want to understand how to reduce your tax burden effectively. Without careful planning, you could miss out on retirement income exclusions that lower your taxes as an older resident.
- Retirement income exclusions. Ask how they incorporate Georgia's tax rules to minimize your taxable income during retirement.
- Income sequencing. Confirm how they plan the order of withdrawals to maximize tax benefits and maintain cash flow.
- Social Security strategy. Inquire about timing Social Security benefits to complement other income sources and tax considerations.
- Long-term tax outlook. Ensure they consider how your income and tax situation may evolve as you age, not just immediate gains.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
James S
Series 63, Series 66
Fitzgerald, GA
Cetera
James Story's 29 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address retirement income and tax strategies in Fitzgerald, GA. His affiliation with Cetera, a large firm offering diverse services and flexible fee structures including flat fees, distinguishes him from others by providing tailored financial planning and access to third-party money managers.
Experience: 30 years
Avg account: $306,089
-
Lauren W
Series 66
Fitzgerald, GA
LPL Financial
Lauren Wixson, based in Fitzgerald, GA, offers expertise in wealth management and retirement plans for business owners, which can help address retirement income and tax planning needs. Affiliated with LPL Financial, a large firm providing diverse investment solutions, she offers flat-fee financial planning and has experience with tax-loss harvesting, distinguishing her from other advisors in the area.
Experience: 1 year
Avg account: $399,489
-
James M
Series 63, Series 65
Fitzgerald, GA
TAVCO Financial Advisory, Inc
James Marsh offers over 33 years of experience in wealth management in Fitzgerald, GA, with a focus on portfolio management through third-party money managers and ERISA plan services. His firm uses fundamental analysis and non-discretionary asset management, charging a combined fee of 1.85%, which may appeal to clients seeking independent, seasoned guidance with access to platform solutions like Orion and TAMP.
Experience: 33 years
Avg account: $197,905
-
Jason H
Series 63, Series 66
Fitzgerald, GA
Edward Jones
Jason Hester specializes in retirement income strategy and general retirement planning, making him well-suited to address tax-efficient retirement income in Fitzgerald, GA. With 20 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an AUM fee up to 1.35%, catering notably to educators and academics.
Experience: 21 years
Avg account: $246,728
-
Owen P
Series 66
Ocilla, GA
Principal Financial Services
Owen Paulk, based near Fitzgerald in Ocilla, GA, is positioned to assist with retirement income planning and tax strategies, leveraging his Series 66 designation and four years of experience at Principal Financial Services, a large firm offering diverse client services including retirement plan consulting. His firm’s flexible fee structure with AUM, hourly, and monthly options, combined with his background as a founder and business owner, provides a practical perspective compared to other advisors.
Experience: 5 years
Avg account: $324,050
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Fitzgerald, GA
Find advisors by type
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.
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")