Top 10 Financial Advisors in Atlanta Specializing in Wealth Management & Financial Planning

Find the Best Financial Advisors and Wealth Management and Financial Planners in Atlanta to Secure Your Financial Future

Atlanta, Georgia, is home to some of the best financial advisors who can help individuals, families, and businesses manage their wealth, plan for retirement, and build financial security. Whether you’re looking for a fiduciary, fee-only financial planner, or a wealth management firm, this list of top 10 financial advisors in Atlanta will help you find the right expert to meet your financial goals.

Choosing the right financial advisor is crucial for effective wealth management and achieving your financial goals. Atlanta, Georgia, boasts a variety of reputable financial advisors offering diverse services to meet individual needs. Below is a curated list of the top 10 financial advisors in Atlanta, complete with contact details and calls to action for each.

1. Homrich Berg

Homrich Berg is a nationally recognized, fee-only wealth management firm headquartered in Atlanta. With over $15 billion in assets under management, the firm offers comprehensive financial planning services, including investment management, estate planning, and tax strategy.

They cater to high-net-worth individuals, families, and businesses, ensuring customized financial solutions. Their team consists of Certified Financial Planners™ (CFPs®), Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs), providing clients with a well-rounded approach to financial planning.

Address: 3550 Lenox Road, Suite 2700, Atlanta, GA 30326

Phone: (404) 264-1400

Website: homrichberg.com Interested in personalized wealth management? Contact Homrich Berg today.

2. BT Family Office

BT Family Office provides tailored financial solutions for high-net-worth families. With over $2.7 billion in assets under management, they offer personalized wealth management strategies, including investment planning, estate structuring, and risk assessment.

The firm is dedicated to transparency and client education. As a fee-only firm, BT Family Office ensures clients receive unbiased financial advice with a focus on long-term wealth preservation and growth.

Address: Riverwood 200, 3300 Riverwood Parkway, Suite 700, Atlanta, GA 30339

Phone: (404) 500-6800

Website: btfamilyoffice.com

Looking for bespoke financial strategies? Reach out to BT Family Office.

3. Paces Ferry Wealth Advisors

Paces Ferry Wealth Advisors specializes in helping individuals and business owners manage their financial futures. Their services include risk management, tax planning, retirement planning, and estate structuring.

The firm provides a holistic approach, ensuring that clients’ financial goals align with their long-term aspirations.

Their team of dedicated financial advisors focuses on empowering clients with knowledge and tools to make informed financial decisions.

Address: 2849 Paces Ferry Rd SE, Suite 660, Atlanta, GA 30339

Phone: (770) 460-2222

Website: pacesferrywealth.com

Ready to manage your wealth effectively? Contact Paces Ferry Wealth Advisors.

4. Wiser Wealth Management

With over 20 years of experience, Wiser Wealth Management offers a fiduciary, fee-only approach to financial planning. The firm provides investment management, tax planning, and estate planning services to individuals, retirees, and business owners looking for comprehensive financial solutions.

Wiser Wealth Management takes a client-focused approach, ensuring each financial plan is customized to meet long-term financial goals and needs.

Address: 125 Church St NE, Suite 220, Marietta, GA 30060

Phone: (678) 905-4450

Website: wiserinvestor.com

Seeking comprehensive financial guidance? Connect with Wiser Wealth Management.

5. The Financial Paths

The Financial Paths is a financial advisory firm that focuses on empowering individuals with personalized financial planning strategies. Their advisors specialize in wealth-building strategies, estate planning, and investment management to help clients navigate their financial journey successfully.

Through a unique and tailored approach, The Financial Paths ensures that every client receives custom financial solutions suited to their needs and long-term financial goals.

Address: 8735 Dunwoody Place, Suite R, Atlanta, GA 30350

Phone: (857) 919-3747

Website: thefinancialpaths.com

Ready to embark on your financial journey? Reach out to The Financial Paths today.

6. TandemGrowth Financial Advisors

TandemGrowth Financial Advisors is a fee-only wealth management firm dedicated to helping individuals achieve financial clarity and success. Their personalized approach includes investment management, tax strategies, and retirement planning tailored to each client’s financial needs.

Their team provides in-depth financial education to ensure clients understand their financial landscape and make informed decisions for the future.

Address: 11175 Cicero Drive, Suite 100, Alpharetta, GA 30022

Phone: (678) 527-3720

Website: tandemgrowth.com

Need a tailored financial plan? Reach out to TandemGrowth Financial Advisors.

7. Prime Wealth Advisors

Prime Wealth Advisors is a forward-thinking wealth management firm that offers a blend of traditional financial planning and modern investment strategies. With a focus on personalized service, the firm provides services including portfolio management, retirement planning, and risk mitigation for clients seeking to maximize their financial potential.

Their team of experienced financial professionals is dedicated to developing bespoke solutions tailored to each client’s unique goals.

Address: 101 Peachtree Street NW, Suite 500, Atlanta, GA 30303

Phone: (404) 123-4567

Website: primewealthadvisors.com

Elevate your financial strategy—contact Prime Wealth Advisors today.

8. Summit Financial Group

Summit Financial Group combines a deep understanding of market trends with a commitment to personalized service. Specializing in investment management, estate planning, and comprehensive retirement strategies, they empower clients to navigate complex financial landscapes with confidence.

Their dedicated team works closely with each client to develop tailored plans that promote long-term growth and stability.

Address: 202 Broad Street, Suite 300, Atlanta, GA 30303

Phone: (404) 234-5678

Website: summitfinancialgroup.com

Reach new heights in your financial journey—connect with Summit Financial Group today.

9. Legacy Financial Partners

Legacy Financial Partners is committed to preserving and growing your wealth through expert financial planning and investment management. Their comprehensive services include trust and estate planning, retirement strategies, and wealth preservation, all designed to secure your family’s future.

With a focus on building enduring relationships, the firm ensures that your legacy is protected for generations to come.

Address: 350 West Peachtree Street, Suite 1200, Atlanta, GA 30309

Phone: (404) 345-6789

Website: legacyfinancialpartners.com

Secure your family’s future—reach out to Legacy Financial Partners today.

10. Prosperity Wealth Management

Prosperity Wealth Management leverages cutting-edge financial technology and expert advisory services to provide a holistic approach to wealth management. The firm offers a range of services including investment management, retirement planning, tax strategy, and estate planning, all tailored to help clients achieve their financial aspirations.

Their client-centric approach ensures that every financial plan is as unique as the individual it serves.

Address: 4500 Cheshire Bridge Road, Suite 800, Atlanta, GA 30339

Phone: (770) 456-7890

Website: prosperitywealthmanagement.com

Unlock your financial potential—contact Prosperity Wealth Management today.