Financial Advisors in Atlanta To Consider

Finding the right financial advisor can be an important step in organizing and achieving your long-term financial goals. Atlanta is home to a wide variety of financial professionals who offer services ranging from retirement planning and investment management to tax strategies and wealth preservation. Each firm brings its own philosophy, specialties, and approach to client relationships.

This overview provides a selection of financial advisors located in Atlanta, each with a unique background and service offering. It’s intended to help you explore available options, compare services, and make an informed decision that fits your financial needs and personal values.

1. Atlanta Financial Advisors Directory

Atlanta Financial Advisors Directory, accessible via atlantagroupfinance.com, is a financial services firm based in India, specializing in a range of loan and credit solutions. Their services include unsecured personal loans, business loans, private financing, home loans, loan against property (LAP), educational loans, and debt consolidation loans. Additionally, they offer CIBIL rectification services to help clients improve their creditworthiness by addressing inaccuracies in credit reports. The firm emphasizes quick loan approvals, flexible repayment options, and support for clients with low CIBIL scores or high fixed obligation to income ratios (FOIR). Atlanta Financial Advisors Directory operates across major Indian cities, including Mumbai, Pune, Hyderabad, Bangalore, Chennai, Kolkata, and Delhi NCR.

Phone: 1-404-953-5149

Email: info@atlantagroupfinance.com

Address: 1230 Peachtree St NE, Atlanta, GA 30309

Website: http://atlantagroupfinance.com/

2. American Wealth Management Inc

American Wealth Management, Inc. (AWM) is a financial services firm based in Alpharetta, Georgia, offering a comprehensive range of services including financial planning, stock brokerage, and investment management. Established in 1989, AWM operates as a corporation with its fiscal year ending in December. The firm is privately held, with a team size ranging from 11 to 50 employees. 

Phone: 1-770-392-8740

Email: langdonhollingsworth@awminc.biz

Address: 1050 Crown Pointe Pkwy Ste 1230, Atlanta, GA 30338

Website: https://www.americanwealthmanagement.com/

3. OneWealth

OneWealth, LLC, headquartered in Snellville, Georgia, is a multifaceted financial services firm committed to helping individuals and families achieve long-term financial well-being. Their expansive suite of services includes personalized financial planning, professional investment management, comprehensive insurance solutions, and expert guidance in both real estate and mortgage brokerage. By integrating these services under one roof, OneWealth ensures a streamlined and holistic approach to wealth building and preservation. Their team is dedicated to empowering clients with tailored strategies that align with their unique goals, values, and life circumstances.

Phone: 1-404-537-8317

Email: matt@onewealthllc.com

Address: 2987 Clairmont Rd NE Ste 225, Atlanta, GA 30329

Website: http://www.onewealthllc.com

4. CTJT Financial Group LLC

​CTJT Financial Group, LLC, headquartered in Atlanta, Georgia, is a comprehensive financial services firm specializing in benefits consulting, career development, and training solutions for individuals and employer groups. Established in 2017, the firm offers personalized services aimed at empowering clients to achieve financial security and professional growth. Their offerings include life and health insurance, business development strategies, and leadership training programs. Led by CEO Cecilia Payne, CTJT Financial Group operates from its office at 730 Peachtree Street NE, Suite 570, Atlanta, GA 30308.

Phone: 1-888-840-9551

Email: info@ctjtfinancialgroup.com

Address: 730 Peachtree St Ste 570, Atlanta, GA 30308

Website: http://www.ctjtfinancialgroup.com/

5. Michael Watson – Financial Advisor

Michael D. Watson II, CLTC®, is a financial advisor and Growth and Development Director at Northwestern Mutual in Atlanta, Georgia. As the lead advisor for Watson Wealth Management, he specializes in multi-generational planning, investment strategies, and risk management, aiming to guide clients toward financial independence. Watson has been recognized as a Top 40 Under 40 Financial Advisor in Atlanta and is a recipient of the Million Dollar Round Table designation. A graduate of Grambling State University, he is committed to financial education and actively engages in community initiatives to promote financial literacy.

Phone: 1-470-869-1899

Email: michael.watson@nm.com

Address: 2859 Paces Ferry Rd SE, Atlanta, GA 30339

Website: http://michaelwatson.nm.com/

6. Searcy Weems-Scott & Quinn

Searcy, Weems-Scott & Quinn is a financial planning firm based in Atlanta, Georgia, dedicated to guiding clients toward financial independence. The firm offers a comprehensive range of services, including retirement planning, investment management, estate planning, and risk management. The team is led by experienced professionals such as Principal Partner Brian Quinn, who has over 25 years in financial services, and Connie Weems-Scott, a CERTIFIED FINANCIAL PLANNER™ with a Master of Science in Financial Services. 

Phone: 1-770-353-6369

Email: brian@planforretirement.com

Address: 200 Ashford Center N, Atlanta, GA 30338

Website: http://www.planforretirement.com/

7. Asset Preservation Advisors

Asset Preservation Advisors (APA) is a specialized investment management firm headquartered in Atlanta, Georgia, with a strong focus on managing tax-exempt and taxable municipal bond portfolios. Serving clients across the United States, APA is dedicated to preserving capital and delivering consistent, tax-efficient income through disciplined fixed income strategies.

Phone: 1-404-261-1333

Email: contactus@assetpreservationadvisors.com

Address: 3344 Peachtree Rd #2050, Atlanta, GA 30326

Website: http://www.assetpreservationadvisors.com/

8. Paradigm Asset Management Co

Paradigm Asset Management Co. LLC, established in 1990, is a certified Woman and Minority Business Enterprise (WMBE) specializing in data-driven equity strategies for institutional investors. The firm leverages over three decades of experience to integrate data science, artificial intelligence, and machine learning into its investment processes, offering customized solutions across 32 domestic and international markets. Paradigm’s diverse product offerings include Large Value, Dynamic Core, International Core, International Value, and World Value strategies, all available as separately managed accounts. As of March 29, 2024, the firm manages approximately $386.4 million in assets. Paradigm is fully committed to promoting racial, gender, LGBTQ, disability, and ethnic diversity and equity within its operations.

Phone: 1-404-724-9077

Email: grp@paradigmasset.com

Address: 1201 Peachtree St NE, Atlanta, GA 30361

Website: http://paradigmasset.com/

9. Pathfinder Group

Exceleration Partners, founded in 2008 and headquartered in Atlanta, Georgia, is a professional training and coaching firm specializing in priming leaders for change and complexity. With a team of experienced professionals, they offer executive coaching for emerging and senior leaders, focusing on building agile leaders and teams. Their services include leadership development programs, team coaching, and custom learning modules designed to drive powerful enterprise impact. The firm is led by Managing Partner and Founder Jodie Charlop, who brings extensive experience in executive coaching and leadership development

Phone: 1-404-377-0146

Email: jcharlop@excelerationpartners.com

Address: 1641 S Ponce De Leon Ave NE, Atlanta, GA 30307

Website: http://www.excelerationpartners.com/

10. Georgia Financial Associates

Georgia Financial Advisors, headquartered in Atlanta, Georgia, is a comprehensive financial planning and wealth management firm dedicated to serving the financial needs of Georgia residents. As a branch of Florida Financial Advisors, the firm offers a wide range of services, including retirement planning, wealth management, tax optimization, and estate planning. Their mission is to help clients achieve their financial goals through personalized strategies and transparent communication. The firm operates from multiple locations in Atlanta, with offices at 691 John Wesley Dobbs Avenue Suite V-139, Atlanta, GA 30312 , and 2970 Peachtree Rd NW, Suite 300, Atlanta, GA 30305 . Georgia Financial Advisors emphasizes building long-term relationships and provides resources such as articles, calculators, and newsletters to educate clients on financial matters.

Phone: 1-770-234-0274

Email: info@financeatlantaga.com

Address: 1100 Peachtree St NE Suite 200, Atlanta, GA 30309

Website: https://financeatlantaga.com/

Exploring Your Options in Atlanta

Financial planning is a deeply personal process, and no one-size-fits-all solution exists. That’s why taking time to evaluate your options and understand how different advisors work can be beneficial. From fee-based planners to fiduciaries and full-service firms, Atlanta’s financial landscape offers a diverse mix of professionals.

As you review the firms listed, consider your goals, communication preferences, and comfort level with their approach. With the right fit, a financial advisor can serve as a trusted partner, helping you make informed decisions and stay on track through life’s many financial turns.