Ways to browse advisors serving Marietta, GA

Pick a specialty or descriptor to browse more advisors serving Marietta, GA.

By how they work

Type	Advisors
Large-firm	4,656
Flat-fee	3,032
Seasoned	2,245
Independent	2,063
CFP®-certified	1,241

By who they serve

Type	Advisors
High-net-worth	1,590
Baby Boomer	48

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,029
Executive	2,823
Wealth management	2,541
Retired	1,665
Retirement plans for business owners (SEP, solo 401k)	1,525
Tax-loss harvesting	1,459
Retirement income strategy	1,286
General estate planning guidance	1,124
Active portfolio management	1,097
Private / alternative investments	990
General retirement planning	920
Options & derivatives strategies	702
ESG / Sustainable investing	692
HENRY (High Earners, Not Rich Yet)	678
Mid-Career Professionals	658
Approaching retirement	618
Charitable giving & philanthropy	599
Cash flow / budgeting	598
Business exit / sale strategy	534
College savings (529s, UTMA, etc.)	497
Income planning	407
Annuities	362
Concentrated stock management	341
Real estate investing	326
Equity compensation tax strategy	295
Passive / index investing	242
Social Security optimization	235
Multi-generational wealth transfer	215
Divorce financial planning	208
General tax planning	200
Retirement withdrawal strategies	189
Business ownership considerations	164
Self-Employed	157
Attorney	156
Business succession planning	124
Established Professionals	121
Divorced	120
Married/Couples/Partners	118
Women Professionals	100
Financial Professional	98
Intergenerational Families	88
Planning for children with special needs	77
Tax strategies for small businesses	61
Debt management	48
Long-term care insurance	48
Equity Recipients (RS/RSU, SOP, ESPP)	41
Liquidity event planning	35
Young Professionals	33
Dentist	32
Educators, Teachers, and Academics	31
Family Business	31
Values-based investing	31
Technology Professional	24
Factor investing / smart beta	23
Consultant	21
Life insurance needs analysis	19
Doctor or Medical Professional	18
Young Families	15
Business sale tax planning	14
Women's Finance	14
Elder care planning	13
Business Financial Management	12
Medicare planning	11
Professional Athlete	10
Airline Pilot	9
Military & Veterans	9
Religious/faith focused	9
Retired	9
Roth conversion strategy	6
Widow/Widower	6
Stock option exercise strategy	5
Disability insurance	4
Dual Income Family	4
Women Business Owners	4

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support