Independent, disability insurance financial advisors in Marietta, GA

Darryl Trimble is a financial advisor at Wealth Management Group of Georgia with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including ChangePath, LLC, Corecap Investments, Wells Fargo Clearing, Merrill, and Edward Jones. Wealth Management Group of Georgia is an independent registered investment adviser that primarily manages pooled vehicles and institutional mandates rather than individual retail accounts. The firm operates with a single advisory professional and offers both percentage-of-assets and hourly fee billing arrangements, an uncommon approach in its peer group.

Christopher Malphurs is a CFP® professional with 17 years of industry experience, currently serving as an advisor at LPL Financial since 2018. His prior roles include positions at Capital City Banc, INVEST Financial Corporation, SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., and CUNA Brokerage Services, Inc. Outside of his advisory work, he coaches baseball at Buchholz High School in Gainesville, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory support with extensive non-advisory financial services.

Jennifer Smalley is a financial advisor with Wickham Financial & Insurance Services in Marietta, GA. She holds a Series 66 designation and has 11 years of industry experience, including nine years at Thrivent Financial and ten years at Thrivent Investment Management Inc. Wickham Financial Group provides comprehensive portfolio management and financial planning to individual and high-net-worth clients, as well as retirement plan consulting to employer plan sponsors. The firm manages approximately $193 million in regulatory assets and uses a combination of fundamental, technical, quantitative, and sector analysis to construct individualized portfolios, with a majority of assets managed on a non-discretionary basis.

Christopher Brown is the sole advisor at Brown Capital Advisors, LLC in Marietta, GA, holding a Series 66 designation with 11 years of industry experience. He previously worked at LPL Financial LLC and Hennsler Financial before founding his current firm in 2018. Brown Capital Advisors provides discretionary portfolio management, comprehensive financial planning, and CFO advisory services primarily to individuals, high-net-worth clients, and entrepreneurs or small-business owners. The firm manages approximately $16.7 million across about 20 client relationships, emphasizing fundamental analysis, asset allocation, diversification, and risk management, with the use of equities, ETFs, and select alternative investments. Its CFO advisory services to small businesses, combined with a willingness to utilize derivatives and complex investment vehicles, distinguish its offerings from many independent advisory firms.

Katrina Everett is a CFP® professional with 24 years of industry experience. She is currently with Wells Fargo Advisors, joining the firm in 2023 after seven years at Wells Fargo Clearing and six years at Banc Of America Investment Services, Inc. Everett has interests outside of finance including ownership roles and secretarial duties in several investment-related businesses and private companies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that address a wide range of needs, including retirement, education, and niche areas like business-owner transition and special-needs planning.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Matthew Kimberley is a financial advisor at Des Moines Investments, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Des Moines Wealth Management LLC and Royal Alliance Associates, INC. In addition to his advisory work, he operates Kimberley Tax Preparation, providing tax preparation services. Kimberley also coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments advises individuals, business owners, and trusts with discretionary portfolio management and financial planning services tailored to clients’ goals and risk tolerance. The firm emphasizes a forward-looking, economy-aware investment approach and manages a high volume of client relationships per advisor.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.