Search Results
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1
Minerva Planning Group
Atlanta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
**NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with 2 office locations: Atlanta & St. Simons, GA. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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2
Summit Wealth Management, Inc
Atlanta,
GA
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $1,000,000
**NAPFA Member** We are a diversified team of highly skilled Financial Advisors who collaborate to create customized strategies to help clients realize their financial goals. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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3
Wealthcare Capital Management, LLC
Atlanta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $500,000...
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4
LeechGary Asset Management LLC
Atlanta,
GA
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
As a Fee-Only investment advisory firm we are focused on our limited number of clients. We are confident that we can help you meet your financial planning goals! Our NEW CLIENT Minimum Portfolio Size = $250,000...
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5
Goodwin Investment Advisory
Woodstock,
GA
Services offered: Money Management, Retirement Planning, 529 College Savings, 401K to IRA Rollover
We provide our clients with an independent, unbiased approach to investing. Because we are Fee-Only based, we take no kick-backs or incentives through any third-party firms. Our office is located 30 miles north of downtown Atlanta.
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6
Wiser Wealth Management, Inc.
Marietta,
GA
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $50,000
We are a Fee-Only Investment Advisor Firm offering investment management, business retirement plans, tax planning-preparation, and estate planning. We provide a PROCESS to meet your financial goals. Our NEW CLIENT Minimum Portfolio Size = $50,000...
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7
Financial Success
Atlanta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a hands-on boutique financial advisory firm with one goal in mind – building your wealth. We look forward to helping you meet your financial planning goals. NEW CLIENT minimum portfolio size = $500,000…
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8
Private Wealth Counsel, LLC
Alpharetta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
** NAPFA Member** Private Wealth Counsel is an independent investment advisory and wealth management firm dedicated to help families build wealth and preserve their financial legacies. Our NEW CLIENT Minimum Portfolio Size = $250,000...
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9
D'Annunzio Consulting Group, LLC
Atlanta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M...
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10
The Advisory Firm
Alpharetta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $100,000
**NAPFA Member** We offer true financial advice and investment management based on the principals of comprehensive financial planning. Our NEW CLIENT minimum portfolio size = $100,000...
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11
Arcus Capital Partners
Atlanta,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000....
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12
Financial Architects LLC
Woodstock,
GA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
**NAPFA Member** At Financial Architects, LLC, our focus is understanding and clarifying your goals, creating a financial plan, and managing your investment portfolio so you can achieve your goals. NEW CLIENT minimum portfolio size = $1,000,000...
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13
(dba) Mcmanus & Sinclair Wealth Management, LLC
1100 Frazier Drive
Augusta, GA
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14
Advanced Financial Strategists Inc
2055 North Brown Road
Lawrenceville, GA
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15
Advisor Financial Services, LLP
302 Creekstone Ridge
Woodstock, GA
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16
Advocacy Wealth Management Services, LLC
3155 Roswell Road
Atlanta, GA
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17
Alder Financial Group Inc
700 Galleria Pkwy
Atlanta, GA
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18
Alpha Capital Management, LLC
1355 Peachtree Street
Atlanta, GA
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19
Alpha Financial Management, Inc.
7505 Waters Avenue, Suite E-1
Savannah, GA
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20
American Financial Advisors, LLC.
2551 Roswell Road
Marietta, GA
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21
Anthony Smith Advisors, Inc.
2999 Piedmont Road, N.e.
Atlanta, GA
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22
Apex Investment Management, Inc.
200 Westpark Drive, Ste.270
Peachtree City, GA
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23
Apogee Wealth Management, LLC
3300 Cumberland Boulevard, Suite 300
Atlanta, GA
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24
Capital Management, LLC
Atlanta, GAServices offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000....
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25
Asset Advisors Corporation
2814 Hillcreek Drive
Augusta, GA
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My Portfolio Amount
- Up to $50,000 (4)
- $50,000 to $150,000 (7)
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- $500,000 to $1 million (19)
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Services Offered
- 401K to IRA Rollover
- 529 College Savings
- Estate Planning
- Money Management
- Retirement Planning