Top financial advisors in Summerville, 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 Summerville, GA when you're navigating complex financial decisions like retirement planning, investment management, or tax strategies. Without focused expertise, advisors can overlook how local economic factors and state tax rules impact your financial goals.
- Local market insight. Confirm how they incorporate Summerville's economic trends and Georgia's tax environment into your plan.
- Experience with diverse portfolios. Ask how they tailor investment strategies to your risk tolerance and life stage.
- Clear fee structure. Understand whether their fees align with your financial situation and the services provided.
- Communication style. Ensure their approach matches your preference for updates and decision-making involvement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel O
CFP®, Series 63, Series 66
Rome, GA
Cetera
Daniel Owens brings 33 years of experience and CFP® certification, specializing in wealth management and retirement plans for business owners, which suits clients navigating retirement and tax strategies near Summerville, GA. Affiliated with Cetera, a large firm offering diverse portfolio management and flat-fee financial planning, he also serves high earners and those approaching retirement, providing seasoned guidance with flexible fee options.
Experience: 33 years
Avg account: $306,089
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Christopher R
Series 66, Series 65
Mentone, AL
Avidian Wealth Solutions
Christopher Russell offers expertise in private and alternative investments, real estate, and options strategies, which can address complex financial needs near Summerville, GA despite being based in Mentone, AL. His firm uses a model-based investment approach with discretionary management, serving high-net-worth clients on a flat-fee basis, distinguishing him from advisors with different fee structures or client focuses.
Experience: 15 years
Avg account: $2,482,747
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Krista H
Series 63, Series 65
Summerville, GA
Valic Financial Advisors
Krista Hill's 15 years of experience and expertise in ESG investing, tax-loss harvesting, and retirement income strategy equip her to address complex financial needs in Summerville, GA, considering local economic and tax factors. Affiliated with Valic Financial Advisors, a large firm offering flat-fee planning and discretionary managed accounts, she serves a diverse client base including high-net-worth individuals, providing flexible fee structures and Envestnet UMA model portfolios.
Experience: 16 years
Avg account: $99,681
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Dorsey Y
Series 66
Rome, GA
Edward Jones
Dorsey Young Jr. offers wealth management expertise with 16 years of experience and a Series 66 designation, supported by Edward Jones' large-firm resources and comprehensive advisory programs. His fee structure includes an annual program fee up to 1.35% AUM, and his background serving diverse client types like retirees and business owners distinguishes him from other advisors near Summerville, GA.
Experience: 17 years
Avg account: $246,728
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Christopher W
Series 65, Series 63, Series 66
Armuchee, GA
PRR Wealth Management
Christopher Wilson offers expertise in retirement income strategy and wealth management, incorporating options and derivatives strategies that can address complex financial needs in Summerville, GA. His firm, PRR Wealth Management, uses discretionary asset management with a focus on long-term growth and income generation, charging a $10,000 annual fixed fee and negotiable hourly planning fees, which may suit clients seeking tailored, independent advice with a quantitative approach.
Experience: 8 years
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