Top financial advisors in Georgia
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.
Choosing the right financial advisor in Georgia means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor and whether they handle cases like yours, whether it's retirement planning, investments, or tax strategies.
- Retirement income tax knowledge. Georgia offers retirement income exclusions that can lower taxes for older residents. Confirm the advisor understands how to apply these benefits to your plan.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Make sure their fee structure aligns with your preferences and financial goals.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. If part of a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park is equipped to assist with financial planning in Georgia, leveraging his seven years of experience and expertise in tax-loss harvesting and active portfolio management, which can be valuable for managing retirement income tax benefits. Affiliated with Merrill, a large firm offering managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners, charging a 1.10% fee for managed strategies under $2 million, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $860,085
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Claxton W
Series 66
Macon, GA
Wells Fargo Clearing
Claxton West is well-equipped to assist with financial planning in Georgia, leveraging eight years of experience and a Series 66 designation while working at Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven investment approach. His flat-fee structure and focus on high-net-worth clients differentiate him from others, along with his background as a founder and business owner, providing a practical perspective on complex financial needs.
Experience: 9 years
Avg account: $475,575
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Kelsey M
Series 66
Commerce, GA
Edward Jones
Kelsey Mc Knight is equipped to assist with financial planning in Georgia, specializing in wealth management, tax-loss harvesting, and multi-generational wealth transfer, which are valuable for managing complex financial needs. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, Kelsey offers a program fee up to 1.35% annually and brings three years of industry experience, providing access to extensive resources and a broad client network.
Experience: 3 years
Avg account: $246,728
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Thomas M
Series 65
Atlanta, GA
Corient
Thomas Mason is well-equipped to assist with financial needs in Georgia, leveraging nine years of experience and expertise in private and alternative investments, ESG investing, and wealth management. Operating within Corient, a large firm known for its team-based investment approach and risk management techniques, he offers flat-fee and hourly financial planning services, catering primarily to high-net-worth clients, which may provide more comprehensive support compared to solo advisors.
Experience: 9 years
Avg account: $6,073,959
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Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Charles Steele is well-equipped to serve clients in Georgia seeking comprehensive wealth management, offering discretionary investment management and retirement plan advisory services with a focus on long-term strategies and fundamental analysis. His firm provides flat-fee financial planning engagements ranging from $5,000 to $10,000 and ongoing services for $100 to $500 monthly, catering to individuals and high-net-worth clients, which distinguishes him from advisors who may rely solely on asset-based fees or lack his extensive 20 years of industry experience.
Experience: 20 years
Avg account: $407,523
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