Top divorce financial planning financial advisors in Warner Robins, 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 triggers complex financial decisions, from dividing assets to planning for future income. Without careful planning, you might overlook tax implications or underestimate ongoing expenses.
- Asset division insight. Look for advisors who understand how to value and split diverse assets fairly, including retirement accounts and property.
- Income planning focus. Confirm they help model your post-divorce cash flow to avoid surprises in living expenses.
- Tax impact awareness. Ask how they address potential tax consequences of asset transfers and support payments.
- Long-term strategy. Ensure they consider your financial goals beyond the divorce, like retirement savings and debt management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joshua I
Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Joshua Ivey specializes in divorce financial planning and related areas like estate guidance and cash flow budgeting, making him well-equipped to handle complex post-divorce financial decisions. Based in Macon, GA, he brings seven years of experience at Mass Mutual Investors Services, a large firm known for its collaborative planning and use of advanced software tools, which may offer a more structured approach compared to smaller practices.
Experience: 7 years
Avg account: $249,379
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Parrish J
ChFC®, Series 66
Bonaire, GA
Edward Jones
Parrish Jenkins specializes in divorce financial planning and retirement income strategy, bringing 11 years of experience and credentials like ChFC® and Series 66. Based in Bonaire, GA, he works with Edward Jones, a large firm serving over four million clients, offering diverse advisory programs with a fee structure up to 1.35% annually, which may suit those seeking comprehensive support beyond divorce planning.
Experience: 12 years
Avg account: $246,728
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Andrew S
Series 63, Series 66
Macon, GA
Wells Fargo Advisors
Andrew Sutherland offers expertise in divorce financial planning with 30 years of experience and holds Series 63 and 66 designations, serving high-net-worth clients from Wells Fargo Advisors, a large firm known for comprehensive financial services. Located in Macon, GA, he also specializes in business exit strategies and planning for children with special needs, providing a broad approach beyond typical divorce planning.
Experience: 31 years
Avg account: $514,335
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Trent S
Series 63, Series 65
Macon, GA
Solomon Investments & Financial Planning, LLC
Trent Solomon specializes in divorce financial planning with 23 years of experience, offering insights into asset division, retirement income strategy, and Social Security optimization. Based in Macon, GA, his independent practice provides fee-based planning at $125 per hour and 1% AUM, distinguishing him with a broad service range including pension consulting and public seminars.
Experience: 24 years
Avg account: $53,333
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