Top financial advisors working with high-net-worth individuals and 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 own a business or recently founded one, you likely face complex financial decisions that affect both your personal wealth and your company’s future. Without focused guidance, it’s easy to overlook how business risks and personal finances intertwine, potentially exposing you to unexpected tax or cash flow issues.
- Business cash flow insight. Look for advisors who understand how your company’s income cycles impact your personal financial plans.
- Exit strategy planning. Confirm they help you map out options for selling or transitioning your business, not just day-to-day management.
- Tax implications for owners. Ask how they address tax strategies unique to business owners, including retirement income exclusions relevant in Georgia.
- Wealth integration. Ensure they consider your business assets alongside personal investments to create a cohesive financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Carly E
Series 65
Macon, GA
Patton Albertson Miller Group, LLC
Carly Elliott specializes in wealth management and business succession planning, making her well-suited to assist high-net-worth founders and business owners in Warner Robins, GA. Operating from Macon, GA, she offers flat-fee and AUM-based pricing through Patton Albertson Miller Group, which uses a blend of fundamental and technical analysis for diversified portfolio management.
Experience: 3 years
Avg account: $2,549,696
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Andrew S
Series 63, Series 66
Macon, GA
Wells Fargo Advisors
Andrew Sutherland brings 30 years of experience advising high-net-worth founders and business owners, with specialties in business exit strategies and cash flow management, crucial for integrating personal and business finances. Based in Macon, GA, he operates within Wells Fargo Advisors, a large firm offering diverse planning services, which may provide broader resources compared to smaller local advisors in Warner Robins.
Experience: 31 years
Avg account: $514,335
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Glenn R
CFP®, ChFC®, Series 63, Series 65
Macon, GA
Creative Planning
Glenn Rosen's extensive 23 years of experience and CFP® and ChFC® designations equip him to address the complex financial needs of high-net-worth founders and business owners near Warner Robins, GA. Working at Creative Planning, a large firm managing $217 billion in assets, he offers a financial planning-led investment approach with flat-fee options and specialized retirement plans, distinguishing him from other advisors in the region.
Experience: 23 years
Avg account: $2,113,277
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Christopher D
Series 66
Macon, GA
Steward Partners Investment Advisory, LLC
Christopher Durham's 20 years of experience and Series 66 license equip him to address the complex financial needs of high-net-worth founders and business owners near Warner Robins, GA. Operating from a large firm managing over $28 billion in assets, he offers flexible fee structures including flat and hourly fees, and integrates proprietary and third-party investment strategies to tailor portfolio management.
Experience: 20 years
Avg account: $831,870
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Elizabeth G
CFP®
Macon, GA
Mercer Global Advisors Inc.
Elizabeth Gossett's experience with retirement plans for business owners and concentrated stock management suits high-net-worth founders in Warner Robins, GA, seeking integrated wealth strategies. Affiliated with Mercer Global Advisors, a large firm using Modern Portfolio Theory, she offers flat-fee and AUM-based pricing, serving women and established professionals with a focus on diversified, risk-appropriate portfolios.
Experience: 3 years
Avg account: $2,214,259
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