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Top Rated Financial Advisors in Norcross, 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 Norcross, 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 Norcross, 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 Norcross, 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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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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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.

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

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

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Peter Baines

Wealthlink Advisors/Northwestern Mutual
CLTC®, RICP®
Peter Baines, a financial fiduciary, provides financial services to clients in the Alpharetta, Georgia area. Peter holds a CLTC®, RICP® certification. Peter has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

CFP®
John Puckett, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the Suwanee, Georgia area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • 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):
    Fidelity Investments

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Davidson Hepburn

Northwestern Mutual
CFP®
Davidson Hepburn, a financial fiduciary, provides financial services to clients in the Atlanta, Georgia area. Davidson holds a CFP® certification. Davidson has over 4 years of experience.

Additional Information:

Years of Experience:
4 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

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

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
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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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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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