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This article highlights the top 27 wealth management companies in Georgia, offering diverse services from investment management to estate planning. Firms like Bluerock Wealth Management in Alpharetta and Townsend Wealth Management in Columbus emphasize personalized strategies and fiduciary responsibility. With a focus on high net worth individuals and families, these firms employ innovative approaches to financial planning, asset allocation, and risk management, catering specifically to the unique needs of Georgia's affluent clientele.
Bluerock Wealth Management LLC
🇺🇸 3650 Mansell Rd Suite 400Bluerock Wealth Management specializes in fee-only, fiduciary wealth management, providing comprehensive financial planning, investment strategies, and tax consulting tailored to individual client needs. Its commitment to acting in clients' best interests and delivering thorough analysis sets it apart in the financial services industry.
Elevate Wealth Advisory
🇺🇸 190 Hawthorne Park Athens, Georgia 30606, USElevate Wealth Advisory operates in the financial services industry, specializing in personalized investment advice and comprehensive financial planning with a fiduciary responsibility to prioritize clients' interests. Its innovative approach encompasses a wide range of specialties, including retirement, college, and estate planning, aimed at helping clients achieve their financial goals and secure their wealth.
Cahaba Wealth Management, Inc.
🇺🇸 1075 Peachtree Street NE Suite 2150Cahaba Wealth Management specializes in customized financial planning and investment management for families and institutions, focusing on actionable strategies for corporate executives, high net worth individuals, and business owners. As a Registered Investment Advisory firm and a member of NAPFA, it emphasizes a fee-only approach, ensuring transparency and alignment with clients' financial goals.
Specializing in fee-only fiduciary wealth management, this firm offers comprehensive financial services including retirement, estate, and tax planning, alongside executive compensation strategies and business succession planning. With a legacy dating back to 1974, it emphasizes high-touch client service and personalized financial solutions.
Elwood & Goetz Wealth Advisory Group
🇺🇸 687 S Milledge Ave Athens, Georgia 30605, USElwood & Goetz Wealth Advisory Group is an independent wealth management firm specializing in providing tailored financial services and legal fiduciary support, dedicated to ensuring clients achieve financial fulfillment through personalized strategies.
Townsend Wealth Management
🇺🇸 6867 Mountainbrook Dr Ste 102 Columbus, GA 31904, USTownsend Wealth Management specializes in providing comprehensive financial planning and investment management services, emphasizing a fiduciary approach that prioritizes clients' best interests without the influence of commissions or corporate mandates. Their innovative focus on diversified asset allocation and long-term investment strategies aims to optimize returns while aligning with individual risk tolerances, ensuring clients are well-prepared for retirement and financial stability.
AP Wealth Management
🇺🇸 1100 Frazier Drive Augusta, Georgia 30909, USAP Wealth Management specializes in personalized financial services, offering tailored investment management, financial planning, and estate planning solutions. With a collaborative approach that involves all stakeholders in a client's financial journey, it empowers individuals to achieve their financial goals and protect their legacies.
Persium Group is a strategic wealth advisory firm specializing in wealth management for business owners, individual investors, and retirement plan committees. Utilizing innovative frameworks like the Owner to Investor (O2I) approach, it addresses the unique financial needs of business owners while offering tailored, fee-only advisory services that align with clients' long-term wealth goals.
Marietta Wealth is an independent, fee-only financial advisory firm specializing in investment management, financial planning, and 401k consulting. With a strong fiduciary commitment, it offers tailored services that prioritize the unique needs and goals of individuals, businesses, and institutions.
West Paces Advisors
🇺🇸 3284 Northside Pkwy NW Suite 485An independent investment management firm specializing in generational wealth management, focused on helping successful families with customized financial solutions and exceptional service to grow and protect their wealth. With 140 years of experience, it emphasizes building trusted partnerships to manage and design clients' financial legacies.
St. John & Associates is a fee-only Registered Investment Advisory firm specializing in comprehensive financial planning and investment management for individuals and families. With a focus on proactive client engagement, it offers a wide range of services including tax planning, estate planning, and retirement planning, catering specifically to professionals and small businesses.
Letson Investment Management, Inc.
🇺🇸 48 W Brookhaven Dr NE Atlanta, Georgia 30319, USAn independent fee-only investment management firm specializing in providing tailored financial strategies and services to clients, focusing on transparency and fiduciary responsibility.
Lanier Financial Group
🇺🇸 320 E. Clayton Street STE 419Lanier Financial Group is a registered investment advisory firm specializing in portfolio management, financial planning, and 401(k) fiduciary services, emphasizing a fiduciary commitment to client service. The firm stands out by adapting to the evolving global economy, ensuring clients receive expert guidance and efficient navigation of financial landscapes.
BYRT Financial Advisors, LLC
🇺🇸 102 Lee Ave Waycross, Georgia 31501, usBYRT Financial Advisors, LLC specializes in investment management, wealth management, financial planning, and retirement planning, offering a distinctive approach to financial planning aimed at enhancing client outcomes. Their innovative strategies focus on personalized financial solutions tailored to individual needs.
Homrich Berg is an independent wealth management firm specializing in fiduciary, fee-only investment management and comprehensive financial planning services. With a focus on personalized solutions, it manages over $17 billion in assets, positioning itself as a leader in the financial services industry.
Crescent Wealth Advisory
🇺🇸 3630 Peachtree Road Suite 750Crescent Wealth Advisory specializes in financial services, offering a unique blend of asset protection and management through personalized portfolio management and unbiased fiduciary support. The firm prioritizes transparency and objectivity, catering to high net worth individuals and families with tailored investment solutions that align with their values and objectives.
Nora Wealth specializes in financial planning and wealth management, integrating behavioral finance to enhance client communication about money. As a fee-only advisory firm committed to a fiduciary standard, it focuses on personalized strategies that align clients' financial means with their ambitious life goals, ensuring unbiased advice tailored to individual circumstances.
Wiser Wealth Management specializes in providing comprehensive financial planning and wealth management services, focusing on guiding clients toward financial freedom through a fiduciary, fee-only model. Their innovative approach emphasizes personalized investment management and financial consulting tailored to individual client needs.
Capital Square, LLC
🇺🇸 633 Chestnut St Suite 707 Republic CentreSpecializing in investment management, retirement planning, estate planning, and portfolio management, this firm offers a personalized approach to asset management, ensuring tailored portfolios that cater to the unique needs of affluent clients, especially during market volatility. Its commitment to conservative objectives positions it as a premier choice for wealth management in its region.
Asset Management Group Inc. is a fiduciary wealth management firm specializing in financial services for high net worth clients, with a focus on advanced planning for affluent small businesses. The firm is committed to delivering clear, unbiased advice that enhances clients' quality of life through comprehensive investment, tax, business, and estate planning solutions.
Montag & Caldwell is an investment management firm specializing in proprietary and time-tested investment strategies, focusing on disciplined analysis of individual securities. With a commitment to client interests and a holistic approach to managing risk, it offers tailored solutions in equity, fixed income, and asset allocation, distinguishing itself through in-house management and a deep expertise in the field.
Redwood Wealth Management, LLC
🇺🇸 11175 Cicero Drive, Suite 510 Alpharetta, Georgia 30022, USRedwood Wealth Management specializes in fee-only comprehensive wealth management, offering personalized solutions for asset allocation, investment management, retirement planning, and tax planning. Their innovative approach focuses on aligning financial strategies with clients' unique values and life goals, ensuring adaptability as clients' challenges evolve.
Asset Advisors
🇺🇸 2814 Hillcreek Drive Suite AA private investment management firm dedicated to affluent individuals and families, specializing in comprehensive wealth management services including retirement, tax, and philanthropic planning, while emphasizing integrity and client-centric advisory through active listening and extensive research.
Johns Creek Advisors, Inc.
🇺🇸 11138 State Bridge Road Suite 125Johns Creek Advisors, Inc. specializes in investment management, offering services as certified financial fiduciaries and investment professionals, while also providing insurance solutions. Their commitment to fiduciary responsibility sets them apart in the industry, ensuring clients receive tailored and trustworthy financial guidance.
Locust Lane Wealth Management
🇺🇸 Alpharetta, Georgia 30009, USLocust Lane Wealth Management specializes in providing tailored investment advisory services for individuals, families, and business owners, focusing on personalized financial strategies to meet diverse investment needs.
Buckhead Capital Management, LLC
🇺🇸 3100 Cumberland Blvd SE Suite 1450An investment management firm specializing in transparent and focused financial strategies, dedicated to helping individuals and families achieve financial confidence and peace of mind. With over 25 years of experience, it emphasizes a simplified approach to wealth management, ensuring clients feel secure and informed about their investments.
Peachtree Wealth Advisors
🇺🇸 300 W Wieuca Rd NE Atlanta, Georgia 30342, USPeachtree Wealth Advisors specializes in providing independent, comprehensive financial services aimed at enhancing long-term financial success through customized programs and objective advice. Their innovative approach emphasizes personalized service and tailored solutions for wealth growth and conservation.
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