Top financial advisors in Sandy Springs, 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 Sandy Springs, GA, if you're planning for retirement and want to understand how local tax rules could affect your income. A common mistake is overlooking state-specific retirement income exclusions, which can lead to paying more taxes than necessary.
- Local tax knowledge. Confirm the advisor understands Georgia's retirement income exclusions and how they apply to your situation.
- Retirement income sequencing. Ask how they plan withdrawals to minimize taxes over time, not just in the short term.
- Experience with diverse portfolios. Look for advisors who manage various income sources, including pensions, Social Security, and investments.
- Coordination with tax professionals. Ensure they work alongside your tax preparer to align retirement and tax strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eda D
Series 65, Series 63
NW Sandy Springs, GA
COR3 Investment Partners, LLC
Eda Driver Owen offers expertise in active portfolio and concentrated stock management, which can be valuable for managing diverse retirement income sources in Sandy Springs, GA. Her role at COR3 Investment Partners, serving high-net-worth clients with a research-driven approach to U.S. small- and mid-cap equities, distinguishes her from others by combining investment focus with experience in finance and accounting.
Experience: 3 years
Avg account: $1,113,012
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Richard V
Series 63, Series 66
Sandy Springs, GA
401K Advisory Group, Inc.
Richard Vaughan's 20 years of experience and focus on retirement income strategy make him well-suited for navigating Georgia's retirement tax rules. His firm specializes in advising 401(k) plan participants with a conservative investment approach, offering flat-fee services and personalized financial-wellness coaching, which distinguishes him from advisors with broader wealth management practices.
Experience: 20 years
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Laura R
Series 65
Sandy Springs, GA
Hayes Wealth Advisors, LLC
Laura Rosenberg offers financial advice in Sandy Springs, GA, with a focus on retirement plans for business owners and cash flow management, which can help navigate local tax rules affecting retirement income. Her firm, Hayes Wealth Advisors, specializes in optometric practices and uses a primarily passive investment approach, charging fees between 0.35% and 1.20%, making her a distinct choice for high-net-worth clients in healthcare professions.
Experience: 2 years
Avg account: $765,989
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Brandis B
Series 63, Series 66
Sandy Springs, GA
Fidelity
Brandis Barnes in Sandy Springs, GA, offers expertise in charitable giving and active portfolio management, supported by 10 years of industry experience and Series 63 and 66 designations. Working with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he manages diversified portfolios using mutual funds, ETFs, and ETPs, which may benefit clients seeking sophisticated investment strategies alongside retirement planning.
Experience: 10 years
Avg account: $234,793
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Laurie S
Series 65, Series 66
Sandy Springs, GA
Independent Advisor Alliance, LLC
Laurie Schaeffer's 23 years of experience and expertise in retirement income strategy and business owner retirement plans make her well-equipped to navigate Georgia's specific tax rules for retirees. Operating independently with a flat-fee structure, she offers personalized financial planning and wealth coaching through Independent Advisor Alliance, which employs a blend of fundamental and quantitative investment analysis, distinguishing her from other advisors in Sandy Springs.
Experience: 23 years
Avg account: $386,491
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