Best Financial Planner in Georgia
Top Financial Planner Listings in Georgia
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-50 of 386 Financial Planner listings in Georgia · page 1 of 8
#1Capital Investment Advisors Top-Rated

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (404) 531-0018
- yourwealth.com
Capital Investment Advisors is a financial planner in Atlanta, GA, located at 10 Glenlake Pkwy NE. The firm is a family-owned, fee-only SEC-registered investment advisory practice that has helped families plan for retirement since 1996. It builds personalized...

Score breakdown
- Financial Planner
- Martinez, Georgia
- (706) 364-4281
- apwealth.com
AP Wealth Management of Martinez is a Financial Planner in Martinez, GA, located at 1100 Frazier Dr. The firm operates as a fee-only fiduciary Registered Investment Advisor regulated by the SEC, providing investment management, financial planning, and tax and...
#3Wealth Engagement Top-Rated

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (917) 826-5955
- wealthengagement.com
Wealth Engagement is a financial planner in Atlanta, GA. The firm provides financial planning and investment management services to help clients design and invest for their personal goals. It holds a rating of 5.00 based on customer reviews. Wealth Engagement...
#4SELF Wealth Top-Rated

Score breakdown
- Financial Planner
- Macon, Georgia
- (478) 200-5175
- selfwealthllc.com
SELF Wealth is a Financial Planner in Macon, GA, located at 1305 Hardeman Ave Ste. 200, Office #120. The firm provides comprehensive retirement planning and wealth management services to individuals seeking to build, manage, and preserve their assets. Led by...
#5Elwood & Goetz Wealth Advisory Group of Athens Top-Rated

Score breakdown
- Financial Planner
- Athens, Georgia
- (706) 548-1025
- elwoodclothing.com

Score breakdown
- Financial Planner
- Macon, Georgia
- (888) 417-6278
- sfamga.com
Security First Asset Management is a financial planner in Macon, Georgia. The firm provides a variety of specialized services, including comprehensive retirement planning, asset management, estate planning, and life insurance. They also assist clients with...

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (404) 264-1400
- hbwealth.com
HB Wealth of Atlanta is a financial planner in Atlanta, GA, located at 3550 Lenox Rd NE #2700. The firm provides comprehensive wealth management and financial planning services to individuals, families, and select organizations. Their approach is built on a...

Score breakdown
- Financial Planner
- Athens, Georgia
- (706) 715-5963
- heavy.com
Josh Mashburn - Thrivent is a Financial Planner in Athens, GA. The business operates at 485 Huntington Road. It holds a rating of 0 based on 0 reviews. The location sits on Huntington Road, less than a mile from Georgia Square Mall and Rugga. The office is...
Score breakdown
- Financial Planner
- Augusta, Georgia
- (706) 739-0725
- pcrichard.com
Richard Young Advisors is a Financial Planner in Augusta, GA. The firm provides financial planning services to individuals and families in the Augusta area, focusing on personalized strategies for wealth management, retirement planning, and investment...

Score breakdown
- Financial Planner
- Duluth, Georgia
- (218) 628-3135
- mpplfinancial.com
MPPL Financial of Duluth: MPPL Financial is a financial planner in Duluth, GA. The firm provides wealth management and financial planning services to families, business owners, corporate executives, and medical professionals. As a fiduciary registered investment advisor, the firm...

Score breakdown
- Financial Planner
- Gainesville, Georgia
- (703) 753-2955
- corporatefinanceinstitute.com

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (470) 575-0221
- marinerfinance.com

Score breakdown
- Financial Planner
- Sandy Springs, Georgia
- (470) 575-0221
- marinerfinance.com

Score breakdown
- Financial Planner
- Savannah, Georgia
- (912) 353-9343
- alpha-sav.com
Alpha Financial Management is a Financial Planner in Savannah, GA, located at 7505 Waters Ave STE E1. The firm provides fiduciary, fee-only investment advice and comprehensive financial planning for families and business owners. It serves clients with no...

Score breakdown
- Financial Planner
- Milledgeville, Georgia
- (478) 453-1060
- ameriprise.com

Score breakdown
- Financial Planner
- Athens, Georgia
- (706) 549-8555
- mitchell1.com

Score breakdown
- Financial Planner
- Athens, Georgia
- (706) 353-6265
- alan.com
Alan M. Posey, CFP®, Synovus Securities is a financial planner in Athens, GA, serving individuals and families with personalized financial planning, investment management, and retirement strategies. The firm specializes in helping clients achieve long-term...

Score breakdown
- Financial Planner
- Statesboro, Georgia
- (912) 800-0401
- thompsoncff.org
Thompson Wealth Management, LLC is a Financial Planner in Statesboro, GA. They provide comprehensive financial planning services tailored to meet the needs of their clients, including wealth management and strategic financial advice. With a strong focus on...

Score breakdown
- Financial Planner
- Lilburn, Georgia
- (678) 667-1911
- lendmarkfinancial.com

Score breakdown
- Financial Planner
- Pooler, Georgia
- (912) 330-1520
- lendmarkfinancial.com

Score breakdown
- Financial Planner
- Villa Rica, Georgia
- (770) 459-1442
- lendmarkfinancial.com

Score breakdown
- Financial Planner
- Savannah, Georgia
- (912) 704-6425
- thrivent.com

Score breakdown
- Financial Planner
- Smyrna, Georgia
- (770) 434-0776
- kinsmithloans.com

Score breakdown
- Financial Planner
- Douglasville, Georgia
- (813) 418-2814
- starz.com

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (800) 728-0670
- epwealth.com
EP Wealth Advisors of Atlanta is a financial planner in Atlanta, GA, serving families and entrepreneurs in the Metro area. The firm creates customized financial plans aimed at helping clients manage and preserve wealth. Services span retirement planning...

Score breakdown
- Financial Planner
- Milledgeville, Georgia
- (478) 452-0262
- wellsfargo.com

Score breakdown
- Financial Planner
- Douglasville, Georgia
- (678) 391-0324
- feminactu.com

Score breakdown
- Financial Planner
- Brookhaven, Georgia
- (404) 528-2846
- ironcladapp.com
Ironclad Wealth Management is a Financial Planner in Brookhaven, GA. They provide comprehensive financial planning services for individuals and businesses, specializing in contract lifecycle management with an emphasis on AI-driven solutions. Their expertise...
Score breakdown
- Financial Planner
- Peachtree City, Georgia
- (678) 489-7314
- reveillewealth.com
Reveille Wealth Management of Peachtree City is a financial planner in Peachtree City, GA, located at 525 Westpark Dr STE 100, Peachtree City, GA. It holds a rating of 5.00 based on customer reviews. The firm operates using a proprietary Rules Based...

Score breakdown
- Financial Planner
- Lilburn, Georgia
- (470) 461-0938
- my.clevelandclinic.org

Score breakdown
- Financial Planner
- Martinez, Georgia
- (706) 868-8020
- ameriprise.com

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (512) 241-7341
- 49financial.com
49 Financial - Atlanta Office is a financial planner in Atlanta, GA. The firm provides comprehensive financial planning services to individuals, families, business owners, and executives. Their specialized offerings include retirement projections, tax...

Score breakdown
- Financial Planner
- Loganville, Georgia
- (678) 585-6432
- lendmarkfinancial.com

Score breakdown
- Financial Planner
- Stockbridge, Georgia
- (678) 284-1347
- 1ffc.com

Score breakdown
- Financial Planner
- Warner Robins, Georgia
- (478) 971-0774
- contabeis.com.br

Score breakdown
- Financial Planner
- Woodstock, Georgia
- (678) 816-9999
- luxurywealthadvisors.com

Score breakdown
- Financial Planner
- Cumming, Georgia
- (770) 627-2121
- foryourfuture.net
Financial Consultants Group is a Financial Planner in Cumming, GA, located at 1080 Sanders Rd #300. It holds a rating of 5.00 based on customer reviews. The firm provides personalized financial planning and investment management services to individuals and...

Score breakdown
- Financial Planner
- Roswell, Georgia
- (770) 545-8801
- roswellpark.org
Roswell Asset Advisors is a financial planner in Roswell, GA, serving individuals and families with personalized retirement planning, investment management, and estate planning services. The firm specializes in helping clients build long-term financial...

Score breakdown
- Financial Planner
- Lawrenceville, Georgia
- (770) 982-0420
- kbb.com

Score breakdown
- Financial Planner
- Statesboro, Georgia
- (912) 764-7718
- visitdallas.com
Dallas Washburn - Financial Advisor, Ameriprise Financial Services, LLC is a Financial Planner in Statesboro, GA. The office is located on N Main St, a short walk from the Bulloch County Annex and the Bulloch County Tax Commission. The location is...

Score breakdown
- Financial Planner
- Woodstock, Georgia
- (770) 783-0500
- yourwealthadvisors.com

Score breakdown
- Financial Planner
- Riverdale, Georgia
- (833) 752-6333
- edelmanfinancialengines.com

Score breakdown
- Financial Planner
- Thomasville, Georgia
- (229) 702-6100
- rosenbergwealth.com
Rosenberg, Alvis, & Ambrose Wealth Management is a financial planner in Thomasville, GA, serving high-net-worth individuals, families, and business owners through comprehensive wealth management services. The firm specializes in investment management...

Score breakdown
- Financial Planner
- Johns Creek, Georgia
- (770) 715-5894
- thrivent.com
John Cherry - Thrivent is a Financial Planner in Johns Creek, GA, offering a range of financial services including financial planning, managed accounts, trust services, insurance, and investment options such as annuities, mutual funds, and ETFs. The business...

Score breakdown
- Financial Planner
- Gainesville, Georgia
- (678) 696-8444
- prosperitybankusa.com
Prosperity Wealth Advisors of Gainesville: Prosperity Wealth Advisors is a Financial Planner in Gainesville, GA. They offer personalized financial planning services to individuals and families, helping them achieve their financial goals through tailored solutions such as savings accounts, checking...

Score breakdown
- Financial Planner
- Kennesaw, Georgia
- (678) 819-3765
- phelpsfinancialgroup.com
Phelps Financial Group is a Financial Planner in Kennesaw, GA. The firm specializes in retirement planning, wealth management, annuities, and investment strategies, serving families, retirees, business owners, professionals, and faith-based institutions...

Score breakdown
- Financial Planner
- Woodstock, Georgia
- (678) 567-7915
- phoenixnap.com

Score breakdown
- Financial Planner
- Marietta, Georgia
- (404) 890-5606
- nicholaswealth.com
Nicholas Wealth Management is a Financial Planner in Marietta, GA, located at 218 Roswell St NE Suite 200. The firm provides personalized wealth management and retirement planning guidance to individuals and families. Their advisors offer comprehensive...

Score breakdown
- Financial Planner
- Carrollton, Georgia
- (770) 832-6837
- holmescc.edu

Score breakdown
- Financial Planner
- Savannah, Georgia
- (912) 378-0006
- turbotax.intuit.com
Recently Updated Financial Planner in Georgia
Business profiles with freshly refreshed About sections.

Score breakdown
- Financial Planner
- Cumming, Georgia
- (770) 627-2121
- foryourfuture.net
Financial Consultants Group is a Financial Planner in Cumming, GA, located at 1080 Sanders Rd #300. It holds a rating of 5.00 based on customer reviews. The firm provides personalized financial planning and investment management services to individuals and...

Score breakdown
- Financial Planner
- Roswell, Georgia
- (770) 545-8801
- roswellpark.org
Roswell Asset Advisors is a financial planner in Roswell, GA, serving individuals and families with personalized retirement planning, investment management, and estate planning services. The firm specializes in helping clients build long-term financial...

Score breakdown
- Financial Planner
- Marietta, Georgia
- (404) 890-5606
- nicholaswealth.com
Nicholas Wealth Management is a Financial Planner in Marietta, GA, located at 218 Roswell St NE Suite 200. The firm provides personalized wealth management and retirement planning guidance to individuals and families. Their advisors offer comprehensive...

Score breakdown
- Financial Planner
- Augusta, Georgia
- (207) 530-9008
- retiresovereign.com
Sovereign Wealth Management is a Financial Planner in Augusta, GA, located at 160 Capitol St # 3. It holds a rating of 5.00 based on 1 reviews. The firm operates as a fiduciary, legally bound to act in its clients’ best interests. Founder Jeffrey Truchon...

Score breakdown
- Financial Planner
- Atlanta, Georgia
- (404) 253-7600
- signaturefd.com
SignatureFD is a financial planner in Atlanta, GA, located at 1230 Peachtree St NE. The firm specializes in financial advising, wealth management, investment advising, and retirement planning. It serves clients through a structured approach centered on the...

Score breakdown
- Financial Planner
- Loganville, Georgia
- (678) 206-8748
- menxfinancial.com
Menx Financial Services LLC is a Financial Planner in Loganville, GA, located at 405 Crested View Dr. It holds a rating of 5.00 based on 0 reviews. The firm provides tax preparation and mobile notary services throughout the United States. Nicholas Mensah...

Score breakdown
- Financial Planner
- Rome, Georgia
- (706) 237-6894
- peachtreeplanning.com
Peachtree Planning Corporation of Rome is a financial planner in Rome, GA, located at 1301 E 2nd Ave SE. The firm helps individuals and families organize their financial lives to gain clarity on their big picture and make informed choices for their future...

Score breakdown
- Financial Planner
- Athens, Georgia
- (706) 204-9068
- archfinancialplanning.com
Arch Financial Planning, LLC is a Financial Planner in Athens, GA, located at 367 Prince Ave Suite T. The firm serves retirees and pre-retirees, particularly those with one million dollars or more in investment assets, across Athens, Watkinsville, Oconee...
Looking for the best financial planner in Georgia? BizScoreAI scores 386 Financial Planner listings across Georgia on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Georgia Financial Planner listings ranked on BizScoreAI?
Each is scored on a composite of AI-search visibility, traditional SEO, citation presence and profile completeness - not paid placement.
How do I claim my financial planner listing in Georgia?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Georgia is listed and scored for free, and claiming is free too.