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Top Rated Financial Advisors in Georgia

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 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 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 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.

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Temp S Davis IV

Integrated Financial Partners
CFS
Temp S Davis IV, a financial fiduciary, provides financial services to clients in the Fayetteville, Georgia area. Temp holds a CFS certification. Temp has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

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Jaylon Ellison

4P Wealth Trust
CFP®, AIF®
Jaylon Ellison, a financial fiduciary, provides financial services to clients in the Atlanta, Georgia area. Jaylon holds a CFP®, AIF® certification. Jaylon has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity Investments

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Michael Collopy

Veracity Capital, LLC
CFP®, CIMA®
Michael Collopy, a financial fiduciary, provides financial services to clients in the Atlanta, Georgia area. Michael holds a CFP®, CIMA® certification. Michael has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Fidelity Investments

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Paul Culbreth

Culbreth Wealth Management, LLC
CFP®
Paul Culbreth, a financial fiduciary, provides financial services to clients in the Dacula, Georgia area. Paul holds a CFP® certification. Paul has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):
    Charles Schwab

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Sam Evans

Evans Wealth Management
MBA, CFA®
Sam Evans, a financial fiduciary, provides financial services to clients in the Duluth, Georgia area. Sam holds a MBA, CFA® certification. Sam has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Financial Advice & Consulting
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W. Steve Marbert

Richard Young Associates, Ltd.
CFP®
W. Steve Marbert, a financial fiduciary, provides financial services to clients in the Augusta, Georgia area. W. holds a CFP® certification. W. has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Atlanta, Georgia area.

Additional Information:

    Fee Structure

  • Fee-Based

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

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Moore's Wealth Management

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

Additional Information:

    Fee Structure

  • Fee-Only

    Asset Requirement: $100,000

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