Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual.  Our team specializes in wealth management and comprehensive financial planning.

Integrated Financial Partners is a member firm of Integrated Financial Group, Inc., a consortium of independent financial advisors. This support provides you with the benefits of working with an independent financial advisor without giving up the resources of a large organization. Independence Through Interdependence for Clients As experienced LPL financial planners, we know that today's sophisticated clients need independent counsel and advice on their financial matters. What we've come to learn over the years, though, is that independence is only part of the equation to effectively serving clients. Only through a thoughtful and deliberate interdependence with other highly skilled financial professionals can advisors hope to fully meet their clients' expectations, wants and needs. Whether working with CPAs, attorneys, estate planners, benefit specialists or any of numerous kinds of professional counsel, a key to successfully and thoroughly addressing clients' financial goals is to build lasting, effective relationships with a qualified team of professionals. Integrated Financial Partners and LPL Financial are not affiliated with any outside professional or their service.

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty. You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

We are a boutique financial advisory firm headquartered in Atlanta with several office across the country. We look to build financial plans and investment portfolios, while helping our clients confidently reach their goals.

Driven solely by client goals, Evans Wealth Management keeps you on track toward your success?
No hype, no sales pitches, no pressure. You may have a laundry list of questions about your money, and how to handle it moving forward. 
As an independent, relationship-driven, fee-only advisory firm, Evans Wealth Management knows 
that the answers to these questions don't lie in high-cost products with overly optimistic 
growth projections. Through objective financial guidance and proactive wealth management, we help you leverage your 
finances as the tool they're intended to be: for happiness, success, peace of mind, and a 
confident future. You Point, We'll Drive Your long-term success is the destination, your money the vehicle. At Evans Wealth Management, we approach our relationship differently. By understanding your 
story, aspirations, and preferences, we identify opportunities you may not see for yourself, 
agree on a way forward, and keep you on track, making changes when necessary along the way. 
Acting in your family's best interests, we empower you to pursue your short- and long-term 
financial goals on your own terms. We're not just another financial advisory firm. We're a new breed'one whose service will never 
leave you wondering if your account is a priority. No pressure, no obligation. Call us today at (770) 828-8303 for a free consultation, and 
experience the Evans difference for yourself.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 billion in assets. 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
 
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 
2 Edelman Financial Engines data, as of Dec. 31, 2023.

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You&trade;.

Find the best financial advisor in Georgia. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Georgia

List of Qualified
Financial Planners in Georgia

Peter Baines

Wealthlink Advisors

Address

Temp S Davis IV

Integrated Financial Partners

Address

Jaylon Ellison

4P Wealth Trust

Address

Michael Collopy

Veracity Capital, LLC

Address

Sam Evans

Evans Wealth Management

Address

W. Steve Marbert

Richard Young Associates, Ltd.

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Edelman Financial Engines, LLC

Address

Homrich Berg Wealth Management

Homrich Berg Wealth Management

Address

Frequently Asked Questions

FIND A
FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Georgia

List of Qualified Financial Planners in Georgia

Wealthlink Advisors

Address

Integrated Financial Partners

Address

4P Wealth Trust

Address

Veracity Capital, LLC

Address

Evans Wealth Management

Address

Richard Young Associates, Ltd.

Address

Address

Address

Address

Homrich Berg Wealth Management

Address

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Georgia

FIND A
FINANCIAL
PLANNER