Top financial advisors working with dentists in Sandy Springs, GA

Eda Driver Owen is a financial advisor at COR3 Investment Partners, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Metro Logics since 2024, where she manages finance, accounting, and personnel-related functions. Outside of her advisory role, she is involved in managing a third-party logistics business. COR3 Investment Partners offers discretionary investment management to high-net-worth individuals, family entities, trusts, estates, charitable foundations, corporations, and other registered investment advisers. The firm employs a fundamental, research-driven approach focused on concentrated U.S. small- and mid-cap equities, emphasizing quality and value with multi-year holding periods and downside scenario stress-testing.

Richard Vaughan is a financial advisor with 20 years of industry experience, currently operating at 401K Advisory Group, Inc. in Sandy Springs, GA. He holds Series 63 and Series 66 designations and has worked at his current firm since 2009. Prior to that, he spent five years with Domino's Pizza. 401K Advisory Group, Inc. focuses exclusively on advising pension plan sponsors and participants in qualified retirement plans, particularly 401(k) plans and other defined benefit and contribution plans. The firm provides fiduciary guidance and personalized financial-wellness coaching, employing a conservative, fundamental-analysis approach centered on mutual funds and ETFs.

Laura Rosenberg is a financial advisor at Hayes Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Hayes Wealth Advisors since 2023. Outside of her advisory role, Rosenberg is an optometrist at The Eye Gallery, an optometry practice she has been associated with since 2012. Hayes Wealth Advisors serves individual clients, retirement plans, and corporate clients by providing comprehensive financial planning, discretionary portfolio management, and consulting services. The firm has a niche focus on advising optometric practices and offers business-valuation and practice appraisal services alongside a primarily passive, ETF- and mutual fund-based investment approach.

Brandis Barnes is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities LLC and Scottrade Inc. Barnes has also been involved in entrepreneurial ventures, owning and managing an online retail store and a short-term rental housing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across mutual funds, ETFs, and ETPs.

Laurie Schaeffer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and possessing 23 years of industry experience. Her prior roles include positions at LPL Financial, Independent Financial Partners, Mass Mutual Investors Services, and MetLife Securities Inc. She is also a commissioned notary in New York. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with technology-driven portfolio management and planning solutions, including access to third-party managers and estate-planning platforms.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with consultant-derived capital market assumptions and a range of investment options, including alternatives and options-based overlay strategies.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.

James Adams is the Senior Resident Director at the Augusta Branch of Merrill Lynch Wealth Management and a financial advisor with Adams, Wilson & Associates. He has been a Merrill financial advisor for over 27 years, focusing on helping clients achieve their individualized financial goals. He holds a Bachelor's Degree from the University of North Carolina System and a Master's Degree from the University of South Carolina System. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. James and his wife, Claudia, have lived in the area for the past 30 years, making their home in Aiken, South Carolina. He is involved in the community as a member of the United Way of the CSRA Board. His personal interests include biking, boating, and golfing.

Paul Nelson is a Series 65-licensed financial advisor with Cain, Watters & Associates, LLC in Frisco, TX, bringing one year of industry experience. Prior to joining Cain, Watters & Associates, he worked six years at Forvis Mazars LLP and has held roles in both fitness and academic settings. Cain, Watters & Associates provides financial planning, retirement planning, and investment management primarily for dental healthcare professionals, offering services that include ERISA plan advisory, unified managed accounts, and donor-advised fund management. The firm uses both discretionary and non-discretionary investment solutions and maintains formal affiliations with related financial and accounting entities.

David Balmer is a financial advisor with Edward Jones in Anchorage, Alaska, holding a Series 66 designation and bringing eight years of industry experience. He has been with Edward Jones since 2017 and also serves in the United States Air Force Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.