Financial Advisors in Georgia
Active Filters:
State: GA
Showing 1-7 of 7 advisors
Athens, GA
Alexander Greene
Wells Fargo Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesUltra High Net Worth PlanningBusiness Ownership Strategies+4
Typical Clientele
Wealthy Families1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
17 years
Atlanta, GA
Justin Porter
Porter Wealth Management, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+5
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 years
Atlanta, GA
Ben Loughery
Lock Wealth Management
Specialties and Expertise
Cash Flow AnalysisHigh Net Worth PlanningPortfolio Construction+13
Typical Clientele
InheritorsReal Estate Agents+15
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
12 years
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Atlanta, GA
Russ Thornton
Wealthcare for Women
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
31 years