Top financial advisors in Roswell, 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 not accounting for how retirement income exclusions can reduce your tax burden, which can lead to paying more taxes than necessary.
- Retirement income exclusions. Ask how they incorporate Georgia's tax exclusions for retirees into your income plan.
- Income sequencing. Confirm how they prioritize withdrawals from different accounts to optimize tax efficiency.
- Longevity planning. Ensure they model your income needs over a potentially long retirement to avoid running out of money.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your lifetime income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
John M
ChFC®, Series 63, Series 65
Roswell, GA
Kovack Advisors, inc.
John Meagher in Roswell, GA, specializes in wealth management and retirement plans for business owners, making him well-suited to address retirement income strategies with tax considerations. His firm, Kovack Advisors, offers flexible fee structures including flat fees and negotiable AUM percentages, serving a diverse client base with both discretionary and non-discretionary asset management options.
Experience: 4 years
Avg account: $433,120
-
Thomas T
Series 63, Series 65
Roswell, GA
Wells Fargo Advisors
Thomas Tarabicos brings 38 years of experience to retirement income planning in Roswell, GA, with expertise in cash flow and budgeting that supports effective income sequencing and longevity planning. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he combines broad investment services with personalized strategies, distinguishing him from advisors with smaller practices or narrower specialties.
Experience: 38 years
Avg account: $514,335
-
Kyle E
Series 63
Roswell, GA
Raymond James Financial
Kyle Evens specializes in retirement income strategy and business exit planning, making him well-suited for managing retirement income in Roswell, GA. With 37 years of experience and a flat-fee structure at Raymond James Financial, a large firm serving diverse clients, he offers seasoned guidance that balances tax-efficient income sequencing and longevity planning.
Experience: 37 years
Avg account: $700,796
-
Erwing L
Series 63, Series 65
Roswell, GA
J.P. Morgan Securities
Erwing Landazabal in Roswell, GA, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With Series 63 and 65 licenses and experience at Fidelity and Family First Life Insurance, he provides a blend of brokerage and investment management, charging 0.30% annually on assets under management.
Experience: 5 years
Avg account: $318,381
-
James G
Series 63, Series 65
Roswell, GA
PNC Wealth Management
James Galloway at PNC Wealth Management in Roswell, GA, brings 21 years of experience and holds Series 63 and 65 credentials, supporting retirement income strategies with active portfolio management and wealth management expertise. His firm offers model-based advisory services with algorithmic risk assessment and a digital portfolio solution, differentiating him through a large-firm environment and a 0.85% annual AUM fee structure.
Experience: 21 years
Avg account: $182,752
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Roswell, GA
Find advisors by type
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.
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
© 2026 Warmer Holdings Inc. ("Warmer")