Seasoned financial advisors working with founders and business owners 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.
If you run your own business or founded a company, you likely face complex financial decisions that affect both your personal and business wealth. Without experience in this area, it's easy to overlook how business risks and opportunities impact your overall financial plan.
- Business cash flow insight. Look for advisors who understand how your company's income and expenses influence your personal finances.
- Exit strategy planning. Ask how they help prepare for selling or transitioning your business to avoid costly tax or timing mistakes.
- Retirement income integration. Confirm they consider how your business assets and retirement plans work together, especially given local tax benefits for older residents.
- Risk management focus. Ensure they address business-related risks like liability and succession to protect your financial future.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sherri G
Series 66
Warner Robins, GA
OSAIC
Sherri Goss brings 22 years of experience advising founders and business owners in Warner Robins, GA, with a focus on annuities and flat-fee financial planning. As president of Lifespan Financial Services and part of the large firm OSAIC, she offers fee-based asset management and leverages technology-driven investment processes, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 22 years
Avg account: $398,336
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Brett M
CFP®, Series 63, Series 66
Warner Robins, GA
Edward Jones
Brett Malcom's 25 years of experience and CFP® certification equip him to address the complex financial needs of founders and business owners in Warner Robins, GA. Working with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management, tax-loss harvesting, and multi-generational wealth transfer services, supported by a program fee up to 1.35% annually.
Experience: 25 years
Avg account: $246,728
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John E
Series 63, Series 65
Centerville, GA
Centaurus Financial, Inc.
John Evans brings 33 years of experience and specializes in income planning and Social Security optimization, making him well-equipped to address the financial complexities faced by founders and business owners near Warner Robins, GA. His affiliation with Centaurus Financial, a large firm offering diverse services including retirement-plan advisory and access to third-party money managers, distinguishes him from others by providing broad resources and a negotiable fee structure.
Experience: 34 years
Avg account: $213,989
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Robert M
Series 63, Series 66
Perry, GA
Kestra Private Wealth Services, LLC
Robert Mc Cullough brings 29 years of experience advising founders and business owners, with expertise in retirement income strategy and business owner retirement plans like SEP and solo 401(k). Operating from Perry, GA, he offers flat-fee and hourly financial planning through Kestra Private Wealth Services, a firm managing $10.2 billion in assets with nearly 200 independent advisors, providing a broad range of investment and planning solutions.
Experience: 30 years
Avg account: $653,677
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William G
ChFC®, Series 63
Warner Robins, GA
LPL Financial
William Griggers offers seasoned financial guidance tailored to founders and business owners in Warner Robins, GA, leveraging 43 years of experience and expertise in retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, distinguishing him with a broad service range and a focus on integrating business and personal wealth strategies.
Experience: 43 years
Avg account: $399,489
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