Top financial advisors working with divorced clients 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.
Divorce often brings complex financial changes, from dividing assets to adjusting budgets and planning for new tax situations. Without focused guidance, you might overlook how these shifts affect your long-term financial health.
- Asset division insight. Confirm how they approach splitting investments, retirement accounts, and property to protect your interests.
- Tax impact awareness. Divorce can change your filing status and deductions; ask how they help minimize unexpected tax burdens.
- Retirement income planning. Older clients should explore income exclusions that reduce taxes, especially after divorce.
- Cash flow adjustments. Ensure they consider new expenses and income changes to keep your budget balanced post-divorce.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Brandy W
CFP®, Series 63, Series 65
Atlanta, GA
Blake Financial Counsel, LLC
Brandy Wright specializes in divorce financial planning and cash flow management, making her well-suited for clients navigating post-divorce financial changes in the Roswell, GA area. With over 21 years of experience, she serves high-net-worth individuals through Blake Financial Counsel, offering flat-fee divorce consultation and a fundamental analysis-driven investment approach focused on passive, low-cost funds.
Experience: 22 years
Avg account: $2,628,967
-
Nivedita P
CFP®, Series 66
Sandy Springs, GA
Transition Planning & Guidance, LLC
Nivedita Persaud specializes in assisting divorced clients with retirement planning, cash flow management, and college savings, leveraging 15 years of experience and CFP® certification. Operating independently with a flat-fee structure, her firm focuses on life transitions without selling products, offering estate planning and asset allocation guidance, which distinguishes her from advisors with broader or product-driven approaches in the Roswell, GA area.
Experience: 15 years
-
Adam W
Series 66
Atlanta, GA
Register Financial Advisors, LLC
Adam Waller specializes in divorce financial planning and retirement plans for business owners, making him well-suited to address the financial complexities faced by divorced clients in the Roswell, GA area. His firm uses a mix of fundamental and technical analysis with model portfolios, and he offers flat-fee planning services ranging from $500 to $5,000, providing transparent pricing compared to other advisors who may charge based on assets under management.
Experience: 6 years
Avg account: $1,092,963
-
Dena C
Series 66
Alpharetta, GA
Mass Mutual Investors Services
Dena Crosby's 19 years of experience and Series 66 license equip her to address the financial complexities faced by divorced clients in Roswell, GA, including asset division and cash flow adjustments. Affiliated with Mass Mutual Investors Services, a large firm offering collaborative annual planning and specialized divorce services, she also brings expertise in estate planning and multi-generational wealth transfer, distinguishing her from advisors with narrower focuses.
Experience: 19 years
Avg account: $249,379
-
Patrick C
Series 63, Series 66, Series 65
Atlanta, GA
Savant Wealth Management
Patrick Curran specializes in assisting divorced clients in the Roswell, GA area, leveraging his expertise in retirement income strategy and Social Security optimization to address post-divorce financial challenges. Operating within Savant Wealth Management, a large firm offering flat-fee options and integrated tax, legal, and estate planning services, he provides a structured, evidence-based investment approach that distinguishes him from other advisors nearby.
Experience: 9 years
Avg account: $2,108,203
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
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")