Seasoned 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 like dividing assets, managing new budgets, and planning for future stability. Without focused experience, advisors might overlook how these shifts affect your long-term goals and tax situation.
Seasoned advisors bring decades of insight into navigating post-divorce financial challenges, helping you avoid common pitfalls.
- Asset division insight. Confirm how they approach splitting investments, retirement accounts, and property to protect your interests.
- Tax impact awareness. Ask how they factor in changes like retirement income exclusions that can reduce your tax burden after divorce.
- Cash flow management. Look for strategies that address new income streams and expenses unique to your situation.
- Emotional sensitivity. Divorce can be stressful; check how they support clients through financial decisions during this transition.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terrence H
CFP®, Series 65
Atlanta, GA
Savant Wealth Management
Terrence Hartigan's extensive 23-year experience and CFP® certification equip him to address the financial complexities faced by divorced clients, including retirement income strategy and Social Security optimization. Based in nearby Atlanta, he offers flat-fee divorce planning through Savant Wealth Management, a large firm known for evidence-based, tax-aware investment approaches and comprehensive in-house services, distinguishing him from other advisors in the Roswell area.
Experience: 23 years
Avg account: $2,108,203
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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-equipped to handle the financial complexities faced by divorced clients in the Roswell, GA area. With over 21 years of experience, CFP® certification, and a focus on high-net-worth individuals, she offers flat-fee divorce planning services and employs a fundamental analysis-driven investment approach, distinguishing her from other advisors nearby.
Experience: 22 years
Avg account: $2,628,967
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Levan L
Series 63, Series 66
Atlanta, GA
Merrill
Levan Lunsford brings 27 years of experience and a seasoned approach to managing financial transitions for divorced clients near Roswell, GA, leveraging Merrill's large-firm resources. His expertise includes retirement income strategies and estate planning, serving professionals like attorneys and business owners, with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him through integrated wealth management and risk mitigation.
Experience: 28 years
Avg account: $860,085
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Devon R
ChFC®, Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Devon Reynolds brings 22 years of experience in divorce financial planning and cash flow management, making him well-equipped to address the financial complexities faced by divorced clients near Roswell, GA. Affiliated with MassMutual Investors Services, a large firm offering comprehensive planning and investment strategies, he also serves diverse clients including business owners and executives, providing a broad perspective compared to advisors focused solely on individual planning.
Experience: 23 years
Avg account: $249,379
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