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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
Christopher J. Crock, CFP®

Peachtree Wealth Strategies
(770) 757-3011

4792 Outer Bank Dr
Norcross, GA 30092-1111
View on Map
(770) 757-3011

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: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Contact
Jason B. Culp, CFP®

Pragmatic Financial Strategies, Inc
(888) 606-6403 x101

191 Peachtree St NE
Peachtree Towers
Atlanta, GA 30303-1740
View on Map
(888) 606-6403

1840 Milford Creek Cts SW
Virtual Office- Marietta
Marietta, GA 30008-8115
View on Map
(888) 606-6403

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

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

Specialties: Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Small Business Planning, Sudden Wealth Management, Tax Planning, Tax Preparation

Contact
Kenneth J Thomas, CFP®

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

425 Whispering Wind Ln Ste 100
Alpharetta, GA 30022-4005
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(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
Lawrence D. Stein, CFP®

NetWorth Financial Services, LLC
(678) 404-2557

4148 Volley Ln
Norcross, GA 30092-1954
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(407) 308-2557

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

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

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

Contact
Christopher L. Cosenza, CFP®

Cosenza Wealth Management, Inc d/b/a Clearbridge Wealth Managment
(678) 990-6582

7000 Central Pkwy NE Ste 1760
Atlanta, GA 30328-4599
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(678) 990-6582

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

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

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care

Contact
Nathan B. Anderson, CFP®

Prehmus Financial
(770) 825-0248

3930 E Jones Bridge Rd Ste 175
Norcross, GA 30092-2107
View on Map
(770) 825-0248

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, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Contact
Elizabeth G. Davis, CFP®

Morgan Stanley Smith Barney
(404) 226-6484

3280 Peachtree Rd NE Ste 1900
Atlanta, GA 30305-2452
View on Map
(404) 226-6484

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, Employee and Employer Plan Benefits, Estate Planning

Contact
James D. Conrod, CFP®

Charles Schwab & Co. Inc.
(770) 783-0148

1100 Abernathy Rd NE Ste 500
Sandy Springs, GA 30328-5646
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(770) 783-0148

Compensation Method: Salary
Minimum Investable Assets: $25,000
Languages: English

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

Specialties: Asset Allocation, Charitable Giving, General Financial Planning, Investment Management, Investment Planning, Mortgages, Retirement Planning

Contact
Jeffrey B. Clark, CFP®

Sendero Wealth Management
(404) 841-9632

3050 Peachtree Rd NW Ste 200
Atlanta, GA 30305-2299
View on Map
(404) 841-9632

Compensation Method: Fee Only
Minimum Investable Assets: $5,000,000
Languages: English

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

Specialties: Asset Allocation, Charitable Giving, Education Planning, Estate Planning, Intergenerational Planning, Investment Management, Investment Planning

Contact
Jonathan D. Swartz, CFP®

Bennett Thrasher PC
(678) 302-1477

3625 Cumberland Blvd SE Ste 1000
Atlanta, GA 30339-6403
View on Map
(678) 302-1477

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

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

Specialties: Accounting, Business Succession Planning, Charitable Giving, Debt Management, Education Planning, Estate Planning, Retirement Planning

Contact
James S. Rivers, CFP®

BYRT CPAs, LLC
(912) 283-1049

102 Lee Ave
Waycross, GA 31501-2906
View on Map
(912) 283-1049

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
Teresa Roberts Munro, CFP®

HC Advisors
(404) 705-4593 x122

750 Hammond Dr NE
Bldg 1 Ste 200
Sandy Springs, GA 30328-5532
View on Map
(404) 705-4593

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

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

Contact
Christopher R Kowal, CFP®

Homrich Berg
(404) 264-1400

3060 Peachtree Rd NW Ste 830
Atlanta, GA 30305-2240
View on Map
(404) 264-1400

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: German, English

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

Specialties: Education Planning

Contact
Frank K. Hoerner, CFP®

Financial Assets Inc
(678) 566-3577

12600 Deerfield Pkwy Ste 100
Alpharetta, GA 30004-6130
View on Map
(678) 566-3577

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

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

Specialties: Investment Planning, Retirement Planning, Small Business 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
Jason R. Pace, CFP®

Morgan Stanley Smith Barney
(404) 266-6311

3280 Peachtree Rd NE Ste 1900
Atlanta, GA 30305-2452
View on Map
(404) 266-6311

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

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

Specialties: Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Contact
Dabney M. Daniel, CFP®

MidSouth Capital, Inc.
(866) 348-1514

1050 Crown Pointe Pkwy Ste 200
Atlanta, GA 30338-7701
View on Map
(866) 348-1514

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

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

Specialties: Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Securities

Contact
Roy Larsen, CFP®

Larsen Wealth Management, LLC
(678) 456-8138

3550 Beaver Cove Rd
Cumming, GA 30041-5421
View on Map
(678) 456-8138

Compensation Method: Commission and Fee
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, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, General Financial Planning

Contact
Kevin J. Murphy, CFP®

UBS Financial Services Inc.
(678) 518-3633

12600 Deerfield Pkwy
Deerfield Commons, Suite 400
Alpharetta, GA 30004-6108
View on Map
(678) 518-3633

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
Lois S. Lazenby, CFP®

Mersereau, Lazenby & Rockas LLC
(770) 614-6800

3469 Lawrenceville Suwanee Rd
Suwanee, GA 30024-7466
View on Map
(770) 614-6800

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, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

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