Top financial advisors in Marietta, 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.
If you're approaching retirement or managing income streams in Marietta, GA, you need advisors who understand how to optimize your retirement income while considering local tax benefits. A common mistake is overlooking state-specific retirement income exclusions, which can lead to paying more taxes than necessary.
- Retirement income tax knowledge. Confirm how they incorporate Georgia's income exclusions into your retirement plan to minimize tax liability.
- Income sequencing strategy. Ask how they plan withdrawals from different accounts to stretch your savings and reduce taxes over time.
- Experience with local regulations. Ensure they understand Georgia's specific rules that affect retirement income and estate planning.
- Coordination with other professionals. Check if they work with your tax preparer or estate attorney to align strategies across your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darryl T
Series 63, Series 66
Marietta, GA
Wealth Mgt Group of Georgia
Darryl Trimble, based in Marietta, GA, brings 15 years of experience and holds Series 63 and 66 credentials, which support his capability to navigate retirement income tax strategies relevant to Georgia residents. His firm focuses on institutional mandates and pooled vehicles, offering both percentage-based and hourly fees, distinguishing him from advisors primarily serving individual retail clients.
Experience: 16 years
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Christopher M
CFP®, Series 66
Macon, GA
LPL Financial
Christopher Malphurs offers retirement planning expertise in Marietta, GA, with 17 years of experience and CFP® certification, making him well-versed in managing retirement income and tax strategies. Affiliated with LPL Financial, a large firm providing diverse investment solutions, he offers flat-fee financial planning and serves a broad client base, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 17 years
Avg account: $399,489
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Jennifer S
Series 66
Marietta, GA
Wickham Financial & Insurance Services
Jennifer Smalley offers a decade of experience in Marietta, GA, with expertise in active portfolio management and alternative investments, which can support optimizing retirement income and tax strategies. Her firm serves high-net-worth clients and pension plans, managing assets mostly on a non-discretionary basis with an annual fee up to 1.55%, distinguishing her approach from others by integrating third-party platforms for held-away accounts.
Experience: 11 years
Avg account: $622,606
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Christopher B
Series 66
Marietta, GA
Brown Capital Advisors, LLC
Christopher Brown in Marietta, GA, offers expertise in real estate investing and cash flow management, which can support retirement income optimization and tax planning. His firm provides flat-fee financial planning and CFO advisory services, focusing on high-net-worth individuals and business owners, with a disciplined investment approach including equities, ETFs, and alternatives, setting him apart from other local advisors.
Experience: 12 years
Avg account: $640,609
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Katrina E
CFP®, Series 63, Series 65
Marietta, GA
Wells Fargo Advisors
Katrina Everett's 24 years of experience and CFP® certification equip her to navigate retirement income strategies effectively in Marietta, GA, including tax considerations specific to the state. Affiliated with Wells Fargo Advisors, a large firm offering comprehensive planning services, she serves high-net-worth clients and brings additional expertise in business exit strategies and cash flow management, distinguishing her from other local advisors.
Experience: 24 years
Avg account: $514,335
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