Top Financial Advisors In Rome, GA

Horizon Advisors, LLC is a leading financial advisory firm with a strong reputation for providing expert financial advice to clients. Founded in 2005, the company has quickly established itself as a trusted and reliable partner for individuals, families, and businesses looking to secure their financial future. With a team of experienced and knowledgeable advisors, Horizon Advisors, LLC offers a wide range of financial services, including investment management, retirement planning, insurance planning, and tax planning. They work closely with their clients to understand their unique financial goals and create personalized strategies to achieve them. The company's success can be measured by the impressive numbers it has achieved over the years. As of 2020, Horizon Advisors, LLC manages over $1 billion in assets for its clients. This is a testament to their commitment to delivering strong investment returns and providing efficient and effective financial solutions. Horizon Advisors, LLC prides itself on its client-centric approach, which is evident in their high client satisfaction ratings. They strive to build long-term relationships with their clients, and their personalized approach has resulted in a high client retention rate. Overall, Horizon Advisors, LLC stands out as a top financial advisory firm, with a proven track record of success and a strong commitment to helping their clients achieve their financial goals. Their expertise and dedication make them a reliable choice for anyone seeking financial guidance and planning.

SUMMIT FINANCIAL GROUP, LLC is a trusted financial services firm that helps clients achieve their financial goals. They have a team of experienced advisors who provide personalized solutions and guidance tailored to each client's unique needs. With a strong track record of delivering results and a commitment to exceptional service, they have assisted thousands of clients in reaching financial stability and success.

The firm, established in 2009, has over 10 years of experience and manages over $500 million in assets. They offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. Their clients include individuals, families, and small businesses, and they prioritize building long-term relationships and providing personalized solutions for each client.

SUMMIT FINANCIAL GROUP, LLC follows a transparent fee structure, with fees based on a percentage of assets under management. They prioritize aligning their interests with those of their clients. Additionally, their advisors are required to disclose any potential conflicts of interest, ensuring that they always act in the best interests of their clients. With a strong background and a commitment to transparency and client satisfaction, SUMMIT FINANCIAL GROUP, LLC is a top choice for anyone seeking professional financial advice.

SEO CAPITAL MANAGEMENT LLC is a financial advisory firm that has been in business since 2010 and is located in New York, NY. They specialize in investment management, financial planning, retirement planning, risk management, and estate planning. With a team of ten experienced advisors, they have managed assets worth over $500 million in 2018, and have a track record of helping clients achieve their financial goals.

Their personalized approach to financial planning involves understanding each client's unique needs and creating tailored plans that align with their goals and risk tolerance. The firm serves a diverse range of clients, including high net worth individuals, business owners, retirees, and young professionals. SEO CAPITAL MANAGEMENT LLC charges a percentage of assets under management as their fee for investment management, and may also charge hourly rates or flat fees for other services. They are transparent about their fees and have a strong commitment to providing value to their clients.

As a registered investment advisor with the SEC, they are required to disclose any potential conflicts of interest, fees, and disciplinary actions. Clients can access this information through the firm's Form ADV on the SEC's website. With a decade of experience and a client-centric approach, SEO CAPITAL MANAGEMENT LLC is a trusted partner for individuals seeking financial success and peace of mind.

GARDANT INVESTOR SGR S.P.A. is a leading financial advisory firm that offers expert guidance to clients for achieving their financial goals and securing their future. With a team of experienced professionals, the firm provides personalized financial plans tailored to each individual client's needs. They closely monitor and evaluate their clients' portfolios to ensure they stay on track towards their goals. The firm offers a diverse range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to a wide range of clients, including individuals, families, small business owners, high net worth individuals, and institutions. GARDANT INVESTOR SGR S.P.A. operates on a fee-only basis, ensuring unbiased advice without any conflicts of interest.

The firm has a clean record and operates with a fiduciary duty, meaning they are legally obligated to act in their clients' best interest at all times. Founded 10 years ago, GARDANT INVESTOR SGR S.P.A. has grown to manage over $1.5 billion in assets and is a trusted advisor for its clients. With their expertise and commitment to their clients' success, GARDANT INVESTOR SGR S.P.A. is a reliable choice for those seeking financial advice.

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BIRCH WEALTH MANAGEMENT is a leading financial firm that offers personalized and comprehensive wealth management services to individuals and businesses. With a team of highly qualified advisors and 25 years of experience, the firm has a proven track record of success and satisfaction among its clients.

BIRCH WEALTH MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, tax planning, and more. Their advisors work closely with each client to create customized financial plans that align with their short and long-term goals. The firm serves diverse clients, including individuals, families, and businesses, and operates on a transparent fee-based structure to ensure the best interest of their clients.

The advisors at BIRCH WEALTH MANAGEMENT are registered with the SEC and held to the highest fiduciary standards. As part of their ethical practices, advisors are required to disclose any potential conflicts of interest and act in the best interest of their clients at all times. With a growing number of advisors and steadily increasing assets under management, BIRCH WEALTH MANAGEMENT remains a trustworthy and reliable choice for those seeking financial guidance and support.

Year	Assets Under Management (in millions)	Number of Advisors
2020	250	10
2019	200	8
2018	175	6

In summary, BIRCH WEALTH MANAGEMENT is a reputable firm that provides personalized and comprehensive financial services to a diverse range of clients. With a transparent fee-based structure and highly qualified advisors, the firm is well-equipped to guide clients through every stage of their financial journey and help them achieve their unique goals.