Top financial advisors in Rome, 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 seek a financial advisor in Rome, GA when you're planning for retirement income and want to understand how local tax exclusions can affect your strategy. A common mistake is overlooking these state-specific benefits, which can lead to paying more taxes than necessary.
- Retirement income tax knowledge. Confirm the advisor understands Georgia's retirement income exclusions and how they impact your after-tax income.
- Income sequencing strategy. Ask how they plan withdrawals to maximize tax advantages over time, not just in the short term.
- Coordination with other income sources. Ensure they consider Social Security, pensions, and investments together to optimize your overall retirement cash flow.
- Experience with local regulations. Local rules can affect retirement planning; check how familiar they are with Rome, GA-specific financial considerations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sherman F
Series 63, Series 65
Rome, GA
Integrated Wealth Concepts LLC
Sherman Fernandes offers expertise in retirement income strategy and tax-loss harvesting, crucial for navigating Georgia's retirement income tax exclusions. With 26 years of experience and a flat-fee structure at Integrated Wealth Concepts LLC, a large national firm, he serves established professionals and provides comprehensive financial planning and family office services, distinguishing him from other advisors in Rome, GA.
Experience: 26 years
Avg account: $781,916
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Don A
Series 65
Rome, GA
Corecap Advisors
Don Ash in Rome, GA, specializes in retirement income strategy and income planning, with 15 years of experience and a Series 65 designation. His firm, Corecap Advisors, offers flat-fee and AUM-based pricing, serving high-net-worth and accredited investors with a long-term, individualized investment approach, differentiating him from advisors focusing solely on standard portfolio management.
Experience: 16 years
Avg account: $412,164
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Kathy B
Series 63, Series 66
Rome, GA
LPL Financial
Kathy Barton in Rome, GA, offers expertise in wealth management and retirement plans for business owners, supported by 29 years of industry experience and Series 63 and 66 licenses. Her affiliation with LPL Financial, a large firm providing diverse investment solutions and in-house research, complements her flat-fee financial planning approach, distinguishing her from advisors with different fee structures or firm sizes.
Experience: 29 years
Avg account: $399,489
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Rhea A
CFP®, Series 66
Rome, GA
Benjamin F. Edwards & Company, Inc.
Rhea Aronhalt's 18 years of experience and CFP® certification equip her to navigate Georgia's retirement income tax exclusions effectively, benefiting clients in Rome, GA. Affiliated with Benjamin F. Edwards & Company, a large firm managing $15.7 billion in assets, she offers flat-fee financial planning and specializes in passive and active portfolio management, which may appeal to executives and business owners seeking tailored retirement strategies.
Experience: 19 years
Avg account: $553,528
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Hal B
Series 63, Series 65
Rome, GA
Cetera
Hal Butler's 42 years of experience and expertise in retirement plans for business owners make him well-equipped to navigate Rome, GA's retirement income tax landscape. Operating within Cetera, a large firm offering flat fees and a broad institutional platform, he serves diverse clients including high earners approaching retirement, providing tailored strategies that consider local tax exclusions and income sequencing.
Experience: 43 years
Avg account: $306,089
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