Financial Advisors in Atlanta, GA

Be careful. Some financial planners are no better than used car salesmen. Make sure whoever you go with is "fee only" and doesn't work off commissions.

Fiduciary. Whoever you talk to... make sure you ask them if they are a fiduciary. If not, do not use them.

My financial guy specializes in working with mid-level medical professionals, but has been a tremendous help to my wife and I as we started a family. He is an insurance salesman, but has never once pressured us to purchase anything - and consultations are free. He contacts me between 2 and 4 times a year. Travis Moore and Blake Miller at Ashford Advisors. [Travis](http://www.ashfordadvisors.net/team/m-travis-moore) and [Blake](http://www.ashfordadvisors.net/team/blake-miller) . *edit / disclaimer - My wife and I are super savers that are scared of debt and basically came to Travis and Blake with only a tiny bit of student loans remaining and mortgage. No credit card or loan debt. We walked away after a couple years of meeting with them (and a couple children later, a second house) with life insurance, an umbrella policy, and well composed wills.

I am a local Allstate Agent and we use a Financial Specialist in our office for our customers with a need. PM me and I will be glad to have them help you.

David Doll

I have a guy in Grant Park i use. He’s helping me save my money. I can get you his contact if you’d like.

Disclosure: I have zero advice for a financial adviser. But, just kinda wondering why you NEED one? 1. Make a budget and stick to it. 2. Build an emergency fund. 3. 401k w/ Company match? Max it out. 4. Do you have high interest debt? Moderate interest debt? Look into snowball/avalanche payoff methods and see which works better for your situation on what you want to pay off first. That seems to be where you are now. These are things you can very well do on your own. Beyond this, you can start looking at these steps: 5. Save for large expected upcoming costs. College, job certs, house project? 6. Roth/Traditional IRA. 7. Continue contributing to 401K... possibly think about maxing it out. 8. Invest in your HSA if you have one. If you're at steps 6,7,8 then either do some research, ask r/personalfinance, or maybe this is where you consult an adviser... but I personally wouldn't because they cost money. That is money you could use to pay off debt. With technology these days and all the info out there you can research all of this yourselves and easily figure out the pros/cons of different things. An adviser can help with more long term ideas based on your goals (i.e. do you want to retire early? Do you want income properties? Do you want to pay off mortgage really early...etc etc..). These do get complicated and you probably could very well benefit from a professional. But, and I'm assuming here, you're likely not here.

Make sure they are fee based advisors. Way too many people pass themselves off as Financial Advisors, but are really Life Insurance salesmen. Primerica, Morgan Stanley... just make sure you research the company before you meet. Once you get looped in for coffee, you're stuck for an uncomfortable 90 minutes.

Only financial advisor I ever plan to use [r/personalfinance](https://www.reddit.com/r/personalfinance) I'm serious. They have a great flow chart showing how to handle money. They also break down 401 k/IRA contributions and how to handle them. Any questions about which funds to choose will be answered by the sub. There's tons and tons of useful and amazing information there, and it's all free.

Gratus Capital is fantastic. https://www.gratuscapital.com/

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Speaking of, any advice anywhere on setting yourself up as a pass through LLC?

Edward Jones is pretty good

Mods, please forgive me if this breaks any rules. I work for a non-profit here in Atlanta who does training and certification for Christian financial professionals. Even if you are not a Christian, the people we have in our organization do not only work for Christians. Our members are held to an additional standard of integrity, so it may be worth looking one of them up. I di not directly benefit from anyone choosing them. We do not get any kind of commission or kickback from our members. They pay a fee and we offer training and certification along with checking references etc. Anyway, you can use our website to find a member and/or CKA here: https://kingdomadvisors.com/choose-a-professional/directory-search

Call my nephew pedro Dager@(312) 718-2504

Try Andy Zager. I think Mark Carlson may be as well.

Tony Robins has a new book out about money. 100% profits are going to feeding families this winter. You can download the first chapter here: http://moneymasterthegame.com

Hit Brian Absolute Omosanya on investment info. If you have any questions regarding finance language feel free to PM me. My background is in finance.

Yes. Send me an email. mccnga@gmail.com

Www.operationhope.org

No promises but this iTunes Podcast ☛ "The 401k Owner's Manual" may help https://itunes.apple.com/us/podcast/401k-owners-manual-george/id555437311 Good Luck!

Sis, find your local mutual of Omaha office....ask to speak to the broker/office manager....no one else. Or find your local Met Life office and do the same....do not talk to their employees unless it's their team manager with at least 10 years in the business.

Met Life handled my dad's business, lets just say my mom is sitting really good right now.

Michael Dvorak meet Donald. ...

I have a friend who just started her own CPA Firm, but she's in NC. Katrina Carrington is her name if you're seriously interested.

RIGHT Sharronda Blackman Carter... and on that note: Nothing special for the one who called you on 3 way, with the sister who became your wife, on the phone... And then I hung up because I pretended to have something else to do.. And suggested that y'all "call each other back?"..... Huh? Lol

Marvin Kenner and he will not hunt you down..One call thats all