Top Rated Financial Advisors in Georgia, Cumming

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Georgia, Cumming is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Georgia, Cumming with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Georgia, Cumming near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Savant Wealth Management

Savant Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Atlanta, Georgia area.

Atlanta, GA

Telephone Advisor

Telephone: 404-237-8881

Visit Advisor Website

https://savantwealth.com/

View Research Report

Additional Information:

Years of Experience:
35 Years

Fee Structure


• Fee-Only
• Based on Assets

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Fidelity

Ed Sturdivant

Edelman Financial Engines, LLC

Ed Sturdivant, a financial fiduciary, provides financial services to clients in the Duluth, Georgia area. Ed has over 23 years of experience.

Duluth, GA

Telephone Advisor

Telephone: 770-810-2575

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Years of Experience:
23 Years

Fee Structure


• Fee-Based

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Craig Pfau

Locust Lane Wealth Management

Craig Pfau, a financial fiduciary, provides financial services to clients in the Milton, Georgia area. Craig has over years of experience.

Milton, GA

Telephone Advisor

Telephone: 315-427-0512

Visit Advisor Website

www.locustlanewealth.com

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $150,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More