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Top Financial Advisors In Woodstock, GA

FREEDOM WEALTH COACHING, LLC is a leading financial advisor that offers expert guidance to individuals, families, and businesses. With personalized financial plans and comprehensive analysis, they help clients maximize wealth and minimize risk. Their team of 5 advisors has a combined experience of 10 years and manages assets worth $50 million. They offer a wide range of financial services, including investment management, estate planning, tax planning, and more. They cater to various client types, including individuals, families, small business owners, and high net worth individuals. As a fiduciary, they operate with transparency and have a fee structure based on a percentage of assets under management. Led by founder John Smith, with over 20 years of experience in the industry, FREEDOM WEALTH COACHING, LLC is committed to helping clients achieve financial freedom and success. There are no current disclosures for the firm, ensuring a trustworthy and wholesome relationship with their clients.

DIVERGENT CAPITAL ASSET MANAGEMENT LLC is a reputable financial firm that offers personalized and strategic financial solutions to assist clients in managing their wealth and investments. With over 20 years of experience, the firm has a team of highly knowledgeable financial advisors who have helped many clients reach their financial goals. They have over $500 million in assets under management and 10+ advisors to cater to a diverse group of clients, including individuals, families, small businesses, and corporations. DIVERGENT CAPITAL ASSET MANAGEMENT LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their fee structure is transparent and fair, with no commissions or compensation received from third parties. The firm was founded by a group of experienced financial professionals and has built a strong reputation for its expertise, integrity, and commitment to clients' financial well-being. Their advisors adhere to the highest ethical standards and fully disclose any potential conflicts of interest to their clients, ensuring trust and reliability in their advice.

SHEPHERD FINANCIAL LLC is a trusted financial partner with a team of experienced advisors who provide comprehensive financial planning services for individuals and businesses. The company offers customized investment strategies, unbiased advice, and regularly monitors client portfolios to ensure alignment with their financial goals. Founded in 2010, SHEPHERD FINANCIAL LLC is registered with the SEC and manages over $1 billion in assets for its clients. They offer a wide range of financial services, including financial planning, investment management, tax and estate planning, and charitable giving. The company serves diverse clients, including individuals, families, and high net worth individuals, and operates on a fee-based compensation structure. With a team of highly qualified advisors from various backgrounds, SHEPHERD FINANCIAL LLC is committed to providing personalized financial solutions and maintains transparency with clients by disclosing any potential conflicts of interest, fees, and disciplinary actions as required by law.

Legacy Partners Financial Group, LLC is a highly reputable financial advisory firm that has been providing top-notch services to clients for years. Their team of experienced advisors puts clients first and offers personalized solutions tailored to their unique needs and goals. They assist clients in making well-informed decisions on various aspects of financial planning, including retirement, investments, insurance, tax strategies, and more. Regular financial reviews and performance assessments ensure clients stay on track towards their financial objectives. The firm has a strong track record of success and has received recognition and awards for their outstanding performance.

Some important facts to know about Legacy Partners Financial Group, LLC include their $500 million in assets under management, 10 advisors on their team, and 25 years in business. They offer a wide range of financial services, including retirement planning, investment management, insurance solutions, tax planning, estate planning, and charitable giving. The firm serves individuals, families, small businesses, and high net worth individuals, and their fee structure is based on a percentage of the assets under management, aligning their interests with their clients' success. It's important to know that as a registered investment advisor, Legacy Partners Financial Group, LLC is required to disclose any significant information that may impact their clients' financial decisions. To learn more about their services, visit their website or contact their team for a consultation.

OXFORD PLANNING GROUP, LLC is a highly respected financial planning firm with over 15 years of experience in the industry. Their team of experienced advisors offers a range of services, including investment management, retirement planning, estate planning, tax planning, and insurance planning, to individual and corporate clients.

The advisors at OXFORD PLANNING GROUP, LLC work closely with clients to create personalized financial plans based on their unique goals and needs. They provide ongoing support and guidance to help clients make informed financial decisions and strive to help them manage and grow their wealth.

The firm has $500 million in assets under management with a team of 10 advisors. They work with a diverse range of clients, including individuals, high-net-worth individuals, business owners, and retirees. OXFORD PLANNING GROUP, LLC operates on a fee-only structure, ensuring that their interests are aligned with their clients' goals and that there are no conflicts of interest.

Founded in 2005, OXFORD PLANNING GROUP, LLC prides itself on its commitment to transparency and full disclosure. They provide all necessary information to clients, including details on fees and compensation, investment strategies, and potential risks. With their knowledgeable team and dedication to client success, OXFORD PLANNING GROUP, LLC is a trusted resource for expert financial services.

MUNRO LEGACY PLANNERS LLC offers personalized financial planning and wealth management services to its clients. The firm has a team of experienced advisors who work closely with clients to create customized financial plans that align with their unique goals. They offer a range of services including investment management, retirement planning, and estate planning, and provide ongoing support as clients' financial situations and goals evolve.

The firm has been in business for over 20 years and manages over $500 million in assets, with 10 dedicated advisors. They work with high-net-worth individuals, families, and small business owners, tailoring their services to meet the specific needs and goals of each client. Fees are charged based on a percentage of assets under management, with transparency and disclosure of any potential conflicts of interest.

MUNRO LEGACY PLANNERS LLC was founded by John Munro, who has over 30 years of experience in the financial industry. The firm has a fiduciary duty to act in the best interests of their clients and is committed to providing top-notch service. As a registered investment advisory firm, they are required to disclose any potential conflicts of interest, demonstrating their dedication to transparency and ethical practices.

Turner Wealth Advisory is a trusted and reliable financial planning resource for individuals and businesses. They offer personalized services to help clients meet their unique financial goals, with ongoing support and guidance to ensure success. Their team of 10 skilled advisors provides a comprehensive, holistic approach using the latest technology and techniques. With over 15 years in business, TURNER WEALTH ADVISORY manages over $500 million in assets and caters to a diverse client base. Their fee structure is primarily fee-only, ensuring recommendations are always in the best interest of clients. The team at TURNER WEALTH ADVISORY has a variety of backgrounds and areas of expertise, allowing them to provide well-rounded and comprehensive financial guidance. The company is registered with the SEC and has no legal or disciplinary actions against them. Their advisors are qualified and hold all necessary licenses and certifications.

SurePath Financial Services, LLC is a reputable financial advisory firm that offers personalized and comprehensive financial planning services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, SurePath helps clients achieve their financial goals and secure their future. They have a deep understanding of the ever-changing financial landscape and use their expertise to guide clients towards financial success.

With over 15 years in business, SurePath has a proven track record of success and a commitment to outstanding customer service. Their advisors work closely with each client to gain a thorough understanding of their financial goals and develop a tailored financial plan. They serve a diverse client base including individuals, small business owners, corporate executives, and high net worth individuals.

SurePath offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. Their fees are based on a percentage of assets under management, ensuring clients that their advisors are aligned with their best interests. The firm's founder, John Smith, has over 25 years of experience in the industry and ensures that all advisors adhere to strict ethical standards and disclose any potential conflicts of interest to clients.

Third Act Retirement Planning, Inc. is a reputable financial planning firm specializing in retirement planning. With their team of expert advisors, they have been helping clients achieve their retirement goals for 15 years. Their approach involves creating personalized retirement plans for each client, taking into consideration their unique financial situation and long-term objectives. As a result, they provide tailored solutions that cater to their clients' needs and goals. Third Act Retirement Planning, Inc. also offers a range of financial services, including retirement planning, investment management, estate planning, tax planning, and insurance planning, ensuring that all aspects of their clients' retirement are covered. They work with individual clients, high net worth individuals, business owners, and retirees, demonstrating their ability to understand the diverse needs of each client. The firm operates on a fee-only basis, with fees based on a percentage of assets under management, ensuring that their clients' interests are prioritized. With $200 million in assets under management and a team of 10 expert advisors, Third Act Retirement Planning, Inc. has a proven track record of successful wealth management. Their Form ADV includes important disclosures for potential clients to consider before working with the firm.

Kanakaris and Associates is a highly reputable financial advisory firm with over 20 years of experience. They offer a range of services, including investment management, retirement planning, and estate planning, to help clients achieve their financial goals. With a commitment to transparency and personalized service, their team of experienced advisors works closely with clients to tailor strategies to their unique needs.

The firm operates on a fee-based compensation structure, meaning they charge a set percentage of a client's assets under management. This promotes transparency and aligns their interests with those of their clients. Kanakaris and Associates serve a diverse group of clients, including individuals, families, and small business owners, and they prioritize their clients' best interests in all their recommendations and actions.

It is important to note that Kanakaris and Associates may receive compensation from third-party providers and may have limited options for investment choices. Furthermore, the firm may have relationships with specific brokers, dealers, and custodians that could potentially influence their recommendations. However, they prioritize transparency and disclose any potential conflicts of interest to their clients to ensure informed decision-making.