8 Best Financial Advisors in Atlanta, Georgia for 2021 • Benzinga

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Atlanta is home to numerous fiscal advisors and firms. Choosing the right business enterprise advisor for your unique post out of hundreds of options can be a difficult task.

Benzinga researched thousands of financial advisors in the Capital of Georgia domain to come up with the best in Atlanta for your needs.

Best Financial Advisors in Battle of Atlanta:

Best for Belongings Financial Planning: Wealth and Pension Services Group
Unsurpassable Robo-Adviser: M1 Finance
Best for Tax-Inclusive Solutions: PeachCap Tax and Advisory
Best Mobile App: Betterment
Topper for Tailor-made Wealth Direction Solutions: Eads & Heald Wealth Management
Best Portfolio Analysis: Personal Capital
Best for High-Value Investors: ZWJ Investment Direction
First for Personalized Financial Needs: IFG Advisory

Best for Fiduciary Financial Planning: Wealth and Pension off Services Group

As the name suggests, the Wealth and Pension off Services Chemical group primarily focuses on providing wealth and retreat planning services. As a team of registered investment advisors, its squad has a legal responsibility to put your financial interests first.

Its fee-only structure ensures that you'll meet the to the highest degree unbiased advice possible. Individuals and estates make up the bulk of Wealth and Pension Services' clientele. Its financial planners and advisors might be right for you if you'ray looking at for riches or store management for a flat percentage fee. Thither's no more story stripped-down for wealth management serve accounts.

Wealthiness AND PENSION SERVICES GROUP INC.

Best For

Customizable Robo Investing

Best Robo-Advisor: M1 Finance

M1 Finance doubles up as a hybrid robo-advisor and brokerage house firm. This unique money management political program, available happening Google Play and the Apple App Store, lets you enjoy the freedom to grow, invest and optimize your money.

M1 stands out for its signature "pie-investing" investment trust allocation scheme that lets you opt from 1 of its 80 expert portfolio allocations, operating theatre pies, which be a amalgamate of ETFs and stocks. IT likewise offers a fractional share option that lets you buy major ETFs and stocks with as little A $1 in your account.

Finance education is also well-rounded — it offers precreated expert portfolios, an education center field with lots of articles and videos atomic number 3 wellspring as platform education videos.

M1's platform is free to use and doesn't charge commissions or markups on trades. The minimum account size is $100 for taxable accounts and $500 for retreat accounts.

Unsurpassable for Tax-Inclusive Solutions: PeachCap Tax and Advisory

PeachCap Tax and Advisory is a financial planner in Atlanta focused on offering a tax-inclusive solution so line of work owners can wangle their assets and Cash flux. To boot to riches management and financial planning services, it too offers a comprehensive range of accounting and assess consideration services.

Its investment and assess teams employment together to increase your asset holdings while minimizing tax considerations. If you're freelance or a business owner looking for a solution to your personal and professional money management, PeachCap is a goodish choice. There's zero account minimum required to get investing.

PEACHCAP TAX & ADVISORY, LLC

Advisable Mobile App: Betterment

Amelioration allows early and seasoned investors to manage their financial lives and tap into its diversified portfolio of stocks and bonds with a all redesigned app. It also caters to daily spending and savings, thanks to Betterment Everyday, a cash management suite that includes a checking and cash reserve account.

Betterment offers 2 service options: Betterment Digital, which doesn't require an account minimum but charges 0.25% of the assets subordinate management yearly and Betterment Agio, which requires a $100,000 invoice minimum, charges a 0.40% fee and offers unlimited access to its certified financial planning professionals. Betterment has another peachy perk — you commode have your 1-class management fee waived if you deposit $250,000 or more into any investment invoice.

Best for Custom-built Wealth Management Solutions: Eads & Heald Wealthiness Management

Eads & Heald is a boutique wealth management service and one of the upper financial advisors for investors looking for active assistance in managing investing portfolios. When you sign up for asset OR riches management through Eads & Heald, you sign away power of attorney to your ain investment adviser.

This allows your investment adviser to buy and deal assets on your behalf spell keeping your investments secure in a brokerage write u of your prize. The minimum account poise required to begin with Eads & Heald is typically $250,000. Its services are best suited for investors looking a hands-off answer to wealth and investment management.

EADS & HEALD WEALTH MANAGEMENT

Pricing

Fees range based on deposit amount and services used

Best Portfolio Analysis: Personal Capital

Personal Capital promises a personalized approach to your portfolio with its Personal Scheme® — a multi-asset category portfolio built with individual ETFs and stocks managed for you. It comes in 2 versions: the wealth management service and free financial dashboard.

To get started, you'll need to connect your business enterprise account to the platform's financial dashboard, subsequently which you will enjoy a rove of capabilities including cash flux analyzer, budgeting, retirement contriver, 401(k) analyzer and a personal advisor.

Personal Capital is also acquiring into the banking crippled with its Personal Capital Cash™ account, which offers an yearly percentage yield (APY) of 0.05% — with no limits on the come of withdrawals Beaver State deposits. A $100,000 stripped account balance is required to qualify for a managed portfolio.

Best for Higher-Value Investors: ZWJ Investment Advise

ZWJ is an investment management company primarily centralised on construction portfolios for high net-worth individuals with a large total asset balance. Its services are generally reserved to higher-value investors. ZWJ's investment funds philosophy revolves around the idea of long-term dividend returns and humble, incremental increases in value.

Unlike competitors, ZWJ's team South Korean won't invest your money in reciprocative funds, instead focal point along choosing man-to-man companies that take proven track records of debt direction, dividend production and profits. ZWJ is one of the best business advisors for investors looking for hand-selected securities chosen by a team of experts instead of generalized fund investing.

ZWJ Investiture COUNSEL INC

Best for Personalized Financial Needs: IFG Advisory

IFG Advisory is a group of registered investment advisors and financial planners employed unitedly to provide a diverse tramp of investment advice depending on your needs. When you begin working with IFG, you'll partake a little about your financial and personal goals, as well arsenic your income and quick assets under management.

From there, IFG will organise your ad hominem investing and financial planning inevitably with an consultant who fits your expectations and vision. Your adviser leave compose a comprehensive commercial enterprise plan on your behalf, go around over it with you at your next appointment and lay out your personal plan into action. In that location's no minimum account balance required to begin with IFG.

IFG Informative, LLC

Frequently Asked Questions

Q: Can financial advisors help mitigate debt?

A: Financial advisors arse equal of important assistance in acquiring a manage along debt. They are experts at serving you get your finances proper for today and the future. They may offer several services, including budget planning, analyzing and restructuring debts, consolidating debt and creating a sustainable financial project.

Q: Do I need a financial advisor for retirement?

A: Yes, you credibly do. A financial adviser can assistance you with your finances in assorted ways, including retirement preparation. If you have a level of investable assets or want to prepare investments you will live off during retirement, working with a financial consultant is crucial.

Q: Is it worth paying a financial advisor 1%?

A: Financial advisors don't offer their services for slaveless. They armorial bearing a fee, typically 1% of the assets they manage. But, about have can hold their fees structured as follows:

Flat fee
Hourly rate
Commission only
Annual or period of time retainer fee
A combination of fees and commissions

The 1% bung whitethorn be worth it if your financial advisor has helped you earn high returns on your portfolio, say a concordant 10% return happening your portfolio for 6 years. The charges could also be reasonable if your advisor has helped you clear a huge debt or accomplish a major business enterprise goal.

If you're new to working with financial advisors, chase after record and reputation can help you make the right assessment.

Choose the Right Commercial enterprise Consultant in Atlanta

Financial matters are complex, the amount of fiscal information available is infinite and acquiring started may be intimidating. Inquisitory for a keen financial consultant is a good prototypal ill-use. Atomic number 3 you perform background signal checks, weigh in on a few comparisons supported on your preferred case of advisor — fee-only, bung-settled or commission-based, how much assistance you need, credentials and experience. The advisor you ultimately choose should assist you safeguard your financial incoming.

Methodological analysis

To determine the top financial advisors in Atlanta, we pored through whol SEC-enrolled consultive firms who have an office in Atlanta. We winnowed the list by only if including advisors that are registered fiduciaries, have no past disclosures and take in stripped-down personal conflicts of interest. To advance break the list to the true top advisors in the area, we gave weight to advisors that offer some investment management and planning, have no conflicts of concern, have offices in multiple states, have a wrap bung program and terminated $50 million in assets subordinate management .

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