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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Daniel F Tanner, CFP®

Tanner & Wester Wealth Management, LLC
(912) 449-4724 x2

PO Box 680
317 Main Street
Blackshear, GA 31516-0680
View on Map
(912) 449-4724

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Brandt K. Bonin, CFP®

Ameriprise Financial Inc.
(706) 922-8458

601 N Belair Sq Ste 29
Evans, GA 30809-4325
View on Map
(706) 922-8458

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Franklin S. Whitworth, CFP®

Merrill Lynch
(877) 886-1287

2170 Satellite Blvd Ste 400
Duluth, GA 30097-6212
View on Map
(877) 886-1287

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Russell C. Jacobs, CFP®

Jacobs, Coolidge & Company, LLC
(912) 265-2876 x311

4355 Coral Park Dr
Brunswick, GA 31520-3045
View on Map
(912) 265-2876

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Contact
Theodore E. Sanders, CFP®

SagePoint Financial, Inc
(770) 427-3960

540 Powder Springs St Ste C20
Marietta, GA 30064-3561
View on Map
(770) 427-3960

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
John Michael Sena, CFP®

White Street Advisors
(404) 569-6612

738 Liberty Hill Rd
Canton, GA 30115-7040
View on Map
(404) 569-6612

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Contact
James L. Wilson, CFP®

Wilson Insurance & Financial P
(912) 354-4446 x205

7505 Waters Ave Ste D11
Savannah, GA 31406-3824
View on Map
(912) 354-4446

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Debt Management, Education Planning, General Financial Planning, Insurance Planning, Investment Planning

Contact
Meesook H. Sonu, CFP®

New York Life Insurance Company
(404) 819-0595

5909 Peachtree Dunwoody Rd NE # D-1100
Atlanta, GA 30328-8102
View on Map
(404) 819-0595

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: Korean, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Retirement Planning

Contact
John R. Morris, CFP®

New England Financial
(770) 337-8802

3333 Peachtree Rd NE Ste 550
Atlanta, GA 30326-1030
View on Map
(770) 337-8802

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Women's Finances

Contact
Joel A. Bickmore, CFP®

Coastal Bank of Georgia - Synovus Securities
(912) 634-4510

401 Sea Island Rd
St Simons Island, GA 31522-1889
View on Map
(912) 634-4510

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management

Contact
Carol C Berger, CFP®

Halcyon Wealth Management
(770) 301-2801

1029 N Peachtree Pkwy Ste 272
Peachtree City, GA 30269-4210
View on Map
(770) 301-2801

Compensation Method: Fee Only
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, LGBT Individuals and Couples, Retirement Planning

Contact
Amy E. Amorosso, CFP®

Michael L. Ball, CPA, LLC
(706) 216-7430

300 Old Dawson Village Rd E Ste 120
Dawsonville, GA 30534-6848
View on Map
(706) 216-7430

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Tax Planning

Contact
Patrick Fisk, CFP®

Advisor Financial Services, LLP
(888) 644-7757

302 Creekstone Rdg
Woodstock, GA 30188-3739
View on Map
(888) 644-7757

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: German, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Long-Term Care, Retirement Planning, Social Security Planning

Contact
Andrew Schival, CFP®

Schival Financial Group, PC
(678) 296-9410

4038 Singing Post Ln NE
Roswell, GA 30075-2656
View on Map
(678) 296-9410

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Budget Development, Comprehensive Financial Planning, Debt Management, Disaster Recovery, General Financial Planning, Healthcare Planning

Contact
Shawn M. Meade, CFP®

Redwood Wealth Management, LLC
(770) 559-0591

11175 Cicero Dr Ste 650
Alpharetta, GA 30022-0004
View on Map
(678) 527-2800

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
John F. Kloecker, CFP®

Raymond James Financial Services, Inc.
(770) 754-0521

30000 Mill Creek Ave Ste 375
Alpharetta, GA 30022-1116
View on Map
(770) 352-2199

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management

Contact
Raymond D. Dunlap, CFP®

Dunlap Wealth Strategies Group
(770) 632-2674

1401 Georgian Park Ste 210
Peachtree City, GA 30269-6974
View on Map
(770) 632-2674

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management, Women's Finances

Contact
Kenneth J Thomas, CFP®

Capital Planning & Investments, LLC
(678) 323-1440

425 Whispering Wind Ln Ste 100
Alpharetta, GA 30022-4005
View on Map
(678) 323-1440

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Contact
Jennifer I. Storey, CFP®

Oakbridge Partners, Ltd
(404) 231-3414

3630 Peachtree Rd NE Ste 940
Atlanta, GA 30326-1551
View on Map
(404) 231-3414

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Mandy D. Hewitt, CFP®

Hewitt Lane
(404) 788-1593

510 Hampton Ct
Athens, GA 30605-1518
View on Map
(404) 788-1593

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

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