Browse all CFP®-certified advisors in Georgia

Every advisor below is licensed to work with clients in Georgia. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,605
Wealth management	910
Retired	906
Executive	877
Retirement plans for business owners (SEP, solo 401k)	858
Tax-loss harvesting	722
Retirement income strategy	529
Private / alternative investments	525
Options & derivatives strategies	405
ESG / Sustainable investing	329
College savings (529s, UTMA, etc.)	327
Cash flow / budgeting	326
General retirement planning	324
Business exit / sale strategy	310
Active portfolio management	278
Annuities	271
General estate planning guidance	259
Income planning	184
Charitable giving & philanthropy	174
Real estate investing	174
Approaching retirement	166
Concentrated stock management	162
Passive / index investing	161
Self-Employed	153
HENRY (High Earners, Not Rich Yet)	136
Business succession planning	123
Retirement withdrawal strategies	115
Social Security optimization	104
General tax planning	92
Business ownership considerations	82
Multi-generational wealth transfer	79
Established Professionals	74
Divorce financial planning	73
Mid-Career Professionals	61
Women Professionals	60
Attorney	39
Divorced	36
Equity compensation tax strategy	33
Planning for children with special needs	31
Long-term care insurance	28
Married/Couples/Partners	27
Tax strategies for small businesses	25
Young Professionals	23
Dentist	21
Debt management	20
Liquidity event planning	18
Financial Professional	17
Equity Recipients (RS/RSU, SOP, ESPP)	15
Factor investing / smart beta	15
Business sale tax planning	13
Retired	13
Family Business	12
Values-based investing	12
Life insurance needs analysis	10
Educators, Teachers, and Academics	9
Military & Veterans	9
Professional Athlete	8
Doctor or Medical Professional	7
Intergenerational Families	7
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	7
Trust structures (GRAT, IDGT, revocable)	6
Charitable giving tax strategies	5
Christian Faith Based	5
Disability insurance	5
Religious/faith focused	5
Widow/Widower	5
Young Families	5
Dual Income Family	4
Government Employee	3
LGBTQIA	3
Medicare planning	3
Roth conversion strategy	3
Student loan debt	3

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