Top 10 Best Financial Advisors in Smyrna, Georgia

Are you looking for the best financial advisors in Smyrna? Residents in Georgia frequently search for queries like “top wealth advisors near me” online. It’s easy to see why this is a common search.

Choosing a financial advisor is a critical step because it involves entrusting your assets to a company or a professional within that company. The goal is to safeguard your funds and use them wisely for wealth accumulation and retirement planning.

However, the challenge is making sure that your money is being handled properly. How can you learn about the fees charged by financial advisors and understand how these fees might affect your savings or retirement plans over time?

Why Do You Need Financial Advice?

Making wise financial choices is key to reaching your goals. While some may manage their finances on their own, certain situations may call for the help of a financial advisor in Smyrna.

Complicated Financial Life: A reliable financial advisor can guide you through a complicated financial life. They’re skilled in crafting a detailed financial plan that suits your unique needs.

Lack of Time and Knowledge: When time is short or you lack financial know-how, a top Smyrna financial advisor can take on the heavy lifting. They can manage your investments, explore new investment avenues, and keep up with financial trends, freeing you up to concentrate on other areas of your life.

Long-Term Goals: For achieving major life goals like retirement planning, education funding, or preparing for a significant life event, a financial advisor can chart a path to success.

Investment Guidance: If investing feels daunting or you’re new to it, a Smyrna financial advisor can lead the way. They can evaluate your risk profile, suggest appropriate investment options, and make sure your investment strategy aligns with your financial goals.

Financial Transitions: During major life changes, such as getting married, going through a divorce, receiving an inheritance, or starting a business, financial advisors provide crucial, unbiased advice. They help you face these transitions with confidence, ensuring you make sound financial decisions.

In these scenarios, working with a top financial advisor in Smyrna can offer reassurance and better financial results. It’s worth considering talking with a reputable financial advisor to see how their skills can aid your financial journey.

Selecting the Right Path in Financial Planning

Creating a strong financial plan is essential for maintaining financial health over the long haul. Here are some strategies to consider:

1.   Explore online platforms for managing your finances.

You can manage your investments on your own through online platforms. This allows you to cut costs by avoiding the middlemen typically involved in financial transactions.

2.   Seek advice from an expert financial planner in Smyrna.

Despite the costs involved, hiring a financial planner or wealth manager can be beneficial. Studies indicate that working with a financial advisor may improve your portfolio’s returns by 1.5% to 4% over time.

Payment Schemes of Financial Advisors in Smyrna

When selecting a financial advisor, it’s crucial to understand the different types of payment schemes and how they might affect your long-term financial goals.

Here are the most common types of payment methods that Smyrna financial advisors employ:

Hourly Fee: Advisors bill clients for the time spent on their financial issues, which isn’t linked to the value of their assets.

Retainer Fee: This is a set fee charged monthly or annually for continuous access to an advisor’s services within the scope of the retainer agreement.

Flat Fee: A single fee covers all financial planning and asset management services. This fee isn’t affected by the size of the client’s investment account.

Commission-Based: In this payment method, a Smyrna financial planner receives a commission based on the amount spent on specific investments. This is usually calculated per transaction.

Asset Management Fee: This fee is a percentage of the total assets being managed, taken directly from the client’s investment account.

Identifying the Appropriate Payment Structure: Which Is Best?

When choosing how to pay your wealth manager in Smyrna, it’s important to think about any conflicts of interest. Picking the wrong payment method could harm your finances.

For the best results, a fee structure based on commissions can be advantageous. In such a setup, the advisor makes money from the growth of your investments. This motivates them to focus on your financial interests instead of theirs.

Make sure to choose a payment plan that matches your financial objectives and guarantees that your advisor’s motivations are in line with your best interests.

7 Key Factors To Consider When Picking a Financial Advisor in Smyrna

Keeping these essential factors in mind will help you find the best financial advisor that aligns with your financial needs and goals.

1. Qualifications and Credentials

Seek advisors with significant qualifications and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These certifications demonstrate their level of expertise and commitment to professional standards.

2. Experience and Track Record

The best Smyrna financial planner will have a good performance history and ample years of experience. Find out how many years of experience they have in the financial advisory field and their specializations, if any.

3. Services Provided

Top financial planners in Smyrna will have a wide range of offerings to cater to varied needs. Whether it’s comprehensive financial planning, investment management, retirement advice, or specific services, make sure the services they provide align with your financial needs.

4. Fiduciary Responsibility

Confirm if the advisor acts as a fiduciary. This means that they’re legally and ethically obligated to put your interests first. This ensures that decisions are made in your favor.

5. Client Feedback

The best financial planners in Smyrna are those who receive good reviews and feedback from their clients. You can ask your potential advisor for a list of references to get a sense of their reputation and the quality of service they provide.

6. Payment Scheme

Understand how Smyrna financial advisors are compensated. Common payment methods include hourly fees, fixed rates, or commission-based compensation. Make sure that the fees are acceptable to you and that there are no hidden charges.

7. Personal Connection

Arrange a meeting with potential wealth advisors in Smyrna to assess if you communicate well with each other. A strong personal connection and clear communication are vital for a fruitful advisory relationship.

By considering these crucial points, you’ll be better positioned to select a financial advisor who can effectively support your financial journey. Choose carefully, as your financial well-being is at stake.

10 Best Financial Advisors in Smyrna, Georgia

Explore the top financial advisors in the area who are dedicated to leading you toward financial prosperity. Possessing extensive knowledge, skills, and a dedication to outstanding service, these financial professionals have earned a strong reputation for offering reliable financial advice.

1. Landmark Financial Group

Landmark Financial Group is a guiding light for individuals and small businesses aiming for financial success. This top financial advisory firm in Smyrna has the mission of empowering families with the knowledge to make informed decisions for financial independence. By sharing valuable financial insights and experiences, Landmark Financial Group assists in navigating the complexities of investing, planning for asset accumulation, risk management, and retirement income distribution.

Catering to both individuals and groups, Landmark Financial Group adopts a personalized approach. It crafts goal-based strategies to meet specific objectives, ensuring a hands-on service model that includes continuous support and open lines of communication.

Landmark Financial Group supports clients through various life stages, including wealth accumulation, preservation, and income distribution. This holistic strategy is tailored to each client’s unique situation and goals, offering a roadmap to financial freedom and security.

Landmark Financial Group
2400 Herodian Way Suite 110-W
Smyrna, GA 30080
Phone: (770) 767-3707
landmark.primerica.com

2. Arbor Portfolio Management

Arbor Portfolio Management is a fee-only financial advisory firm in Smyrna committed to providing transparent and objective fiduciary advice. With a clear focus on serving clients’ best interests, it operates without selling any products, earning commissions, or accepting referral fees.

Arbor Portfolio Management offers expertise in investment management, retirement planning, and comprehensive financial planning. At the helm is Joshua Pilgreen, the President and managing member, who not only leads the investment committee but also excels as the lead portfolio manager. His leadership is marked by significant recognition. In 2020, he was awarded by the Corporate Finance Institute as the top financial analyst worldwide in their Financial Modeling and Analyst Competition.

This accolade underlines the caliber of guidance Arbor Portfolio Management brings to its clients, ensuring personalized and strategic financial planning and investment management tailored to each individual’s goals and needs.

Arbor Portfolio Management
2400 Herodian Way Suite 110-W
Smyrna, GA 30080
Phone: (404) 480-0766
arborportfoliomanagement.com

3. Ridley International

Ridley International, based in Smyrna, Georgia, has been a beacon of financial guidance since joining Primerica in 1980. At its core, this firm is dedicated to educating individuals on the essentials of personal finance, believing that a strong foundation is crucial for making wise financial decisions.

Specializing in investments, savings, and term life insurance, Ridley International supports the “Buy Term and Invest the Difference” strategy. This innovative approach has not only transformed the life insurance industry but also the realm of investments, by advocating for term life insurance as a cornerstone of consumer-friendly financial planning.

As a top Smyrna financial advisory firm, Ridley International is committed to providing products that genuinely benefit the consumer.

For those feeling overwhelmed by personal finance or doubting their ability to secure a financially stable future on their income, Ridley International is ready to demystify the process. They teach that financial security is attainable for everyone, regardless of income level.

Ridley International
2400 Herodian Way #110
Smyrna, GA 30080
Phone: (770) 933-8974
primerica.com/kipridley

4. Wright Financial Group

Wright Financial Group excels in removing the complexity of financial planning for both today and the future. Catering to individuals aiming to accumulate wealth, safeguard their families, or conserve assets, this top Smyrna advisory firm tailors its services to each client’s specific requirements, desires, and long-term ambitions.

The approach employed by Wright Financial Group is holistic, focusing on maximizing employer-sponsored plans, strategizing for estate preservation, optimizing insurance coverage, and planning for educational expenses and investments.

It prioritizes creating a balanced program that aligns with each client’s risk tolerance, time horizon, and goals. This approach aims to navigate today’s economic challenges while seizing potential opportunities.

Wright Financial Group also prides itself on a collaborative approach, working closely with clients across various aspects of financial management, including retirement and estate planning, insurance, education funding, investment strategies, and employee benefits.

Wright Financial Group
3020 Highlands Parkway SE
Smyrna, GA 30082
Phone: (770) 319-8101
wrightfg.com

5. Strive Financial

Strive Financial is a leading financial advisor in Smyrna that’s mainly located in Atlanta. The firm is known for its unique and personal touch in helping people manage their money. With a range of services like financial planning, investments, insurance, and retirement, the firm has got every angle covered.

What sets Strive Financial apart is its promise to be by your side, ready to adjust your financial strategy as your life evolves. Their team approach means you get the collective expertise of several advisors, making sure no detail is missed.

At Strive Financial, it’s not just about the numbers; it’s about building a relationship where every question you have matters. It’s committed to providing top-notch service, guided by its core values of integrity and teamwork.

Through a clear four-step process—Discover, Build, Manage, and Review—Strive Financial is with you at every turn, making sure your financial journey is as smooth as possible. You’re not just getting an advisor; you’re gaining a team of partners committed to your financial well-being.

Strive Financial
1827 Powers Ferry Road, Building 14, Suite 100
Atlanta, GA 30339
Phone: (678) 541-2800
strivefinancial.com

6. Felton & Peel Wealth Management

Based in Atlanta and New York, Felton & Peel Wealth Management redefines financial planning with its genuine and transparent approach. Despite not having an office in the area, it’s deemed as one of the best Smyrna financial planners.

Felton & Peel Wealth Management serves a diverse clientele, from emerging affluents to the well-established, including millennials, baby boomers, and various professionals and organizations. Its philosophy is personal; the firm prioritizes understanding your needs over your net worth, offering a guiding hand through every financial phase.

Its services span cash flow and wealth management to tax, charitable, insurance, and estate planning.

The approach at Felton & Peel Wealth Management is revolutionary, moving away from commission-based advisories to a fiduciary, fee-based service that champions authentic financial guidance. With over 50 years of collective experience, the founders of Felton & Peel have embraced this shift, aiming to empower their clients with knowledge and tools for financial success.

Felton and Peel Wealth Management
Two Ballpark Center, 800 Battery Avenue SE UNIT 15/100
Atlanta, GA 30339
Phone: (800) 822-7068
feltonandpeel.com

7. Waverly Advisors, LLC

Waverly Advisors, LLC is a distinguished fee-only firm providing financial planning and investment advice in Smyrna and Atlanta. With a robust team of over 130 professionals, the firm’s expertise spans a range of credentials, including CFP, CPA, JD, CFA, CIMA, and CRPC.

This team at Waverly Advisors, LLC offers tailored services to private clients, specializes in financial planning for women through Waverly Women, manages family offices, provides institutional consulting, and designs corporate retirement plans for businesses of all sizes.

As an independent Registered Investment Advisor (RIA), Waverly Advisors, LLC manages more than $9.8 billion in assets as of the start of 2024. Its approach combines investment management with comprehensive tax, estate, and financial planning, ensuring a holistic strategy for each client.

Previously known as WA Asset Management, Waverly Advisors, LLC has rebranded to more accurately represent its core values and the depth of its commitment to its clients.

Waverly Advisors, LLC
3300 Riverwood Parkway #1075
Atlanta, GA 30339
Phone: (770) 635-5000
waverly-advisors.com

8. Regent Peak Wealth Advisors

Located in Atlanta, Georgia, Regent Peak Wealth Advisors also epitomizes the essence of independent financial guidance in Smyrna. The firm offers unbiased and client-centric advice without the influence of corporate agendas.

Regent Peak Wealth Advisors has partnered with Dynasty Financial Partners Network to ensure access to top-tier investment research and tools. This enhances the firm’s ability to tailor solutions that align with each client’s unique goals.

The holistic approach at Regent Peak Wealth Advisors goes beyond mere investment advice, considering every aspect of its client’s financial and personal lives to create integrated plans that deliver peace of mind and pave the way for a rewarding financial future.

Regent Peak Wealth Advisors caters to a broad spectrum of clients, including affluent families, entrepreneurs, and corporate leaders. It provides strategies that simplify complex financial situations.

With over a century of combined experience in wealth management, the firm brings a blend of knowledge, empathy, and integrity to the table.

Regent Peak Wealth Advisors
200 Galleria Parkway SE Suite 1175
Atlanta, GA 30339
Phone: (470) 867-3550
regentpeakwealth.com

9. Ty J. Young Wealth Management

Ty J. Young Wealth Management is a beacon of security and simplicity in the financial planning landscape in Georgia. It caters to those seeking the trifecta of financial peace: the safety of principal, a reasonable rate of return, and straightforward strategies.

Hailed as one of the top wealth management firms in Smyrna and Atlanta, Ty J. Young Wealth Management specializes in portfolio management, fixed index annuities, and offering competitive fixed annuity rates. The firm focuses on creating a retirement strategy that balances growth with risk mitigation.

Ty J. Young Wealth Management excels in crafting portfolios that not only aim for growth to support future income needs but also offer protection against market downturns and unforeseen events.

Ty J. Young Wealth Management is devoted to enabling financial peace of mind, ensuring that every client can achieve their version of the American Dream through careful, client-focused planning and execution.

Ty J. Young Wealth Management
3350 Riverwood Parkway, Suite 1125
Atlanta, GA 30339
Phone: (877) 912-1919
tyjyoung.com

10. finoBlue Planning Group

finoBlue Planning Group embodies the essence of finding balance and navigating the complexities of financial waters with grace and precision. The name “finoBlue” is inspired by the Italian word “fino,” meaning “as far as,” and the concept of “Bluewater,” the nutrient-rich, bountiful section of the sea.

This metaphor beautifully captures finoBlue Planning Group’s commitment to journeying as far as necessary to secure the most fruitful outcomes for the families and businesses they serve.

The services offered by finoBlue Planning Group include financial planning, retirement strategies, asset allocation, and more. The firm caters to the nuanced needs of significant wealth.

Their Private Wealth Advisors, distinguished through a rigorous Raymond James curriculum, provide tailored, holistic strategies and a commitment to continuous learning. This ensures clients receive not only prudent guidance but also innovative solutions to manage and grow their wealth effectively.

finoBlue Planning Group
3350 Riverwood Parkway Suite 1500
Atlanta, GA 30339
Phone: (770) 432-7787
finoblue.com

Note:

The team behind this compilation of the top 10 wealth advisors in Smyrna, Georgia operates on the principle that informed individuals make wise decisions through self-education on the choices they’re about to make.

Our goal is to enlighten you on selecting a financial advisor who fits your specific requirements. We’ve aimed to equip our readers with current information, facilitating informed decisions regarding financial advisors in Smyrna. We hope the insights offered have been beneficial and have expanded your understanding of the financial advisory options in the region.

Please note that this content does not serve as professional advice. The information provided is not meant to bear responsibility or liability for any outcomes resulting from actions taken or not taken based on its content. It’s highly advised to conduct your own analysis, based on your circumstances, before making any investment.

Consult with your investment, financial, tax, and legal advisers. Readers agree to indemnify and hold harmless the providers of this information, from and against any and all liability, losses, claims, demands, disputes, damages, or costs of any kind.

Searching for a Reliable and Experienced Smyrna Business Broker in Georgia?

Peterson Acquisitions is known for its esteemed position in the Smyrna business brokers sector, with a history of achievements and a notable industry reputation. They hold the distinction of being the country’s top business broker, establishing a strong base of trustworthiness and dependability.

Led by Chad Peterson, the firm’s experienced team is always available to respond to questions and discuss prospective partnerships. With its extensive knowledge and expertise, Peterson Acquisition is adept at handling the intricacies of the business world, enabling you to reach your goals.

To discover more about their services and how they can help you, don’t hesitate to reach out to Chad Peterson.