Top financial advisors in Macon, 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 considering your retirement income strategy if you're approaching retirement age or managing multiple income sources. A common mistake is underestimating how state-specific tax exclusions can affect your overall tax burden, leading to less income than expected.
- State tax knowledge. Confirm the advisor understands Georgia's retirement income exclusions and how they impact your tax planning.
- Income sequencing. Ask how they plan withdrawals from different accounts to optimize tax efficiency over time.
- Longevity planning. Ensure they consider how your income needs might change as you age, including healthcare and unexpected expenses.
- Coordination with benefits. Check if they integrate Social Security and pension timing into your income strategy for maximum benefit.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Owen F
Series 65
Macon, GA
Christy Capital Management, Inc.
Owen Freel specializes in retirement income strategy and wealth management in Macon, GA, with a focus on annuities and charitable giving. His firm, Christy Capital Management, serves high-net-worth clients and offers tax planning, estate conservation, and private market investments, providing a broad range of services beyond retirement income. Owen's flat-fee, independent approach and experience with executive and founder clients differentiate him from others in the area.
Experience: 4 years
Avg account: $491,357
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Billy G
Series 66
Macon, GA
Guardian Life
Billy Gaskins in Macon, GA, brings 17 years of experience and a Series 66 designation, with expertise in business exit strategies and tax-loss harvesting, which can support retirement income planning with tax efficiency. Affiliated with Primerica Advisors, a large firm offering flat-fee options and a broad retail client base, he also operates his own wealth management business, providing a blend of firm resources and personalized service.
Experience: 17 years
Avg account: $230,599
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Donald S
CFP®, Series 66
Macon, GA
Creative Planning
Donald Stringfield's expertise in retirement income strategy and tax-loss harvesting suits clients in Macon, GA, seeking to optimize retirement income with state-specific tax considerations. His 21 years of experience, CFP® certification, and affiliation with Creative Planning—a large firm managing $217 billion with a financial planning–led investment approach—distinguish him from others by offering access to extensive resources and tailored flat-fee planning options.
Experience: 21 years
Avg account: $2,113,277
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Daniel L
Series 66
Centerville, GA
Merrill
Daniel Lynch in Macon, GA, offers expertise in tax-loss harvesting and active portfolio management, which can support effective retirement income strategies considering Georgia's tax landscape. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and discretionary portfolio management, he provides access to broad investment strategies and integrates with Bank of America affiliates, differentiating him from advisors at smaller firms.
Experience: 0 years
Avg account: $860,085
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Britian B
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Britian Bickley in Macon, GA, specializes in general retirement planning with a focus on passive, index investing, making him well-suited to address retirement income strategies involving tax-efficient withdrawals and longevity planning. As an independent advisor serving high-net-worth clients, he offers personalized financial planning and discretionary management with a low-cost, market-tracking approach and a 0.25% AUM fee, differentiating him from advisors with broader client bases or active management styles.
Experience: 10 years
Avg account: $447
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