Find an Advisor in Atlanta

Atlanta Advisors

Curtis Hearn
CFP
Atlanta, GA
97%
Helpful
Firm
JPH Advisory Group, Inc.
Fee Structure
Fee-Only
Biography

Curtis began his career in financial services at a boutique wealth management firm in his hometown of Greenville, South Carolina. While he always had an interest and inclination towards finance and economics, he quickly discovered he also had a passion for teaching and working with people. During that time, he went back to school at night to complete his MBA from Southern Wesleyan University, and was subsequently promoted to Director of Financial Planning Operations. Later, he would go on to earn the CERTIFIED FINANCIAL PLANNER® certification through Boston University.

Soon thereafter, Curtis joined JPH Advisory Group, as a Senior Financial Advisor, to serve clients in all areas of the wealth management process. Curtis works with clients to design financial plans, oversee investment strategies, and most importantly listen.  His strengths lie in taking complex financial problems, simplifying them into manageable choices, and then communicating options to clients in a straightforward and easy-to-understand manner. Curtis's goal is to guide his clients to their desired financial future.

In his free time, Curtis enjoys traveling, water sports, staying fit, and reading. He also enjoys blogging on personal finance issues at smartmoneynation.com.

97%
Helpful
Alex Foster
Atlanta, GA
92%
Helpful
Firm
AF Capital Management, LLC
Fee Structure
Fee-Only
Biography

Alex Foster is the Principal/Chief Investment Officer at AF Capital Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. AF Capital Management is an independent Registered Investment Advisor headquartered in Sandy Springs, Georgia. Alex and his team believe Investment Advisors should be a fiduciary and investment advice should be catered to each individual client’s needs on a fee-only basis, free from conflict or influences that do not put client's best interest first.

AF Capital Management provides investment management services to their clients by effecting purchases and sales of individual stocks, options and ETFs in clients’ accounts. Each investment management plan provides continuous investment advice based on market conditions and clients’ individual objectives, needs, risk tolerance, and style of desired management. Alex's strengths include his ability to listen to his clients' goals and build an investment strategy that maximizes gains while keeping risks at levels that meet his clients' needs. He is successful with this balanced approach because he partners with his clients to create relationships that last with open communication and no limits on the number of telephone and email contacts per client.

92%
Helpful
Jon Houk
Atlanta, GA
89%
Helpful
Firm
JPH Advisory Group, Inc.
Biography

As a minister’s son, Jon grew up with a fundamental sense of right and wrong, and a strong respect for ethics and relationships. Pairing his talent, insight and knowledge with a warm, candid personality, he has become a trusted professional for many Atlanta families.

Jon entered the financial services industry back in 1985, and he’s advised clients for more than 25 years, in bull and bear markets, doing the work he’s passionate about. In fact, his personal mission statement is “to do all things with integrity and passion, all the while staying connected and committed to my God and my family.”

At age 25, Jon was selected by a major financial services company to open and manage its new branch office in Birmingham. A year later, he became a regional manager for that same company in Atlanta. However, Jon soon realized that he wanted to be as independent and unique as the clients he advised. He realized that most large financial services corporations were not always working toward the benefit and best interest of the client.

  Keeping this in mind, Jon created JPH Advisory Group, and he became the client-based advisor his clients wanted. Jon knew that only by creating an independent, client-centric firm could he have the time to develop deep relationships with his existing clients and thereby help them create financial success for the long run.

Jon has built JPH into a team of like-minded associates, all focused on providing exceptional wealth management advice and guidance. All advisors at JPH listens to their client's goals and objectives, develops a strategy to achieve them, and then help them along the way to implement the plan. They understand that every individual financial decision affects one's whole life, and all this must be coordinated together.

Jon and his wife, Christine, are involved parents who understand the importance of passing along their values and sense of ethics to their children. They maintain active roles in their children’s team sports, church, and school. Jon is devoted to making a difference in the lives of others, whether volunteering on a baseball field or working with a client to help them achieve their goals for the future.

89%
Helpful
Jason Lina
CFP®, CFA
Sandy Springs, GA
89%
Helpful
Firm
Resource Planning Group
Fee Structure
Fee-Only
Biography

Jason Lina is the Lead Advisor at Resource Planning Group, a Fee-Only Registered Investment Advisory firm that provides wealth management and financial planning solutions. Jason and his team try to ease the workload of busy families by helping with retirement planning, forward-looking tax planning, cash flows, debt prioritization, and getting the children through college. Even though Jason is highly analytical, his clients appreciate the way he simplifies “complex stuff” into real life context in a way they understand. Jason's professional fulfillment comes from guiding clients through financial decisions that really matter so that they can focus on the parts of life that really matter.

Jason was an avid golfer in college, ranking 3rd nationally in driving accuracy. The two golfers ahead of him went on to PGA Tour careers. But, less glamorously, Jason spent 3 years completing the program to earn the Chartered Financial Analyst® designation and working as an equity analyst for two large mutual fund companies. He analyzed and projected every line item on corporate financial statements. He spoke with suppliers, merchants and executives. Jason learned way too much about the economics of soft drinks and chip-and-dip markets. Jason knew this career was neither personally gratifying nor did it provide what consumers truly needed. He then completed business school, as well as the certification to become a CFP® professional. He began working directly with families — a much better fit for him.

In his early golfing days, the driving range was Jason's second home. With thousands of hours of practice, his consistency in hitting the fairways puts him in a good position to score well on every hole, almost every day. Likewise, financial planning rewards those who intelligently prepare in advance and create favorable probabilities for themselves. His job now is to help families do just that: consistently find the fairway.

89%
Helpful
B Scott Sadler
CFA
Atlanta, GA
89%
Helpful
Firm
Boardwalk Capital Management
Fee Structure
Asset-Based
Biography

Scott Sadler is the founder and president of Boardwalk Capital Management, the Southeast’s only wealth management firm that is also a Certified B Corporation. Boardwalk’s social mission is to help as many investors as possible to invest for impact and for a “triple bottom line”.

Atlanta-based Boardwalk Capital Management is an independent Registered Investment Advisor specializing in Sustainable and Responsible Investing. Scott and his team's principals have decades of combined financial experience, providing counsel to individuals and institutions all over the country. They offer both proprietary investment solutions, and premier third-party managed strategies, in order to meet the unique needs of each client.

From the major investment houses to his own firm, Scott has advised affluent individuals, families and institutions more than 28 years, including seven years running a top-ranked emerging markets mutual fund.  He has been a Chartered Financial Analyst (CFA) since 1990, and today, he specializes in tax-efficient investing, sustainable (ESG) equity portfolios, social impact investments and renewable energy partnerships.

He currently sits on many boards, and is the Board Chairman of the Green Chamber of the South.

89%
Helpful
Roy Larsen
CFP, AAMS
Cumming, GA
88%
Helpful
Firm
Larsen Wealth Managment, LLC
Fee Structure
Fee-Only
Biography

Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the public company. Thus, Larsen Wealth Management was born offering solutions which focus on the client only and their very specific issues and needs.

Roy has had a love for studying the markets since the age of 18 and has always considered investing more of an art than a science. His investment philosophy blends various forms of fundamental and technical analysis and he uses his keen understanding of highly complex market theories, tools and strategies to create custom asset allocations. Most importantly, he presents this information in a “user friendly” format to his clients free from industry jargon. 

Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post secondary education on the issues and needs of retirees earning designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner ™ and the College for Financial Planning as an Accredited Asset Management Specialist (AAMS).

Roy is the former Director of Medicare in Georgia for Aetna which has allowed him to deliver additional value by consulting on health strategies. Roy has also served in the role of educator and taught a class at Clayton State University called “Successful Retirement Living” where he emphasizes the importance of linking wealth, health and estate planning strategies together to ensure all major issues in retirement are in concert. Roy also has written financial columns for local and national publications as well as numerous online outlets.

A resident of Cumming, Georgia for 19 years, Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month. In his free time, Roy enjoys being a great Dad to his two lovely daughters, playing adult baseball, and acting occasionally in feature films.

88%
Helpful
Kirk Licata
Atlanta, GA
88%
Helpful
Firm
LongView Wealth Management
Biography

My passion is to work with individuals to assist them in creating financial independence and wealth in areas ranging from education planning, retirement planning, estate planning and risk management. As a financial advisor, it is my mission to guide my clients to make wise financial decisions independent of the volatility throughout their personal and professional lives.

One of my greatest satisfactions as an advisor is knowing that each and every one of my clients can count on me for unbiased advice and a high quality of professional service. With the massive amount of financial information available at the click of a button, I believe my greatest value is to guide my clients through the process of making sense of this information and applying what is relevant. My ideal clients are committed to the goal of achieving financial independence, are ambitious and optimistic about their personal and professional lives, and are willing to form a mutually beneficial partnership with their financial planner.

88%
Helpful
Erik Daniels
Atlanta, GA
88%
Helpful
Firm
Ronald Blue & Co.
Fee Structure
Fee-Only
Biography

Erik Daniels began his career at Ronald Blue & Co. in 1980 as the third employee hired by the firm and has been honored to hold leadership positions since 1986, including Managing Director of the Atlanta branch office and Regional Director for the Southeast Region. Currently, he holds the position of Executive Vice President of the Family Office division of Ronald Blue & Co.

Along with his team of Family Strategists, Erik focuses on the complex needs of multi-generational families typically starting at $25 million of net worth.  As one of the largest, fee-only independent wealth management firms in the United States, Ronald Blue & Co. provides comprehensive financial strategies based on biblical wisdom, with one goal: empower our clients to live enriched lives. Our services range from family mission and governance to sophisticated trust and estate planning to innovative investment solutions and business succession.

Throughout Erik's career, it has been his pleasure to have the opportunity to grow and develop as a financial speaker. Having spoken at national as well as local venues, including the National Association of Personal Financial Advisors (NAPFA), the Young Presidents Organization, Bell South, and other global companies, he has much experience in providing audiences of all types an informative and entertaining perspective on money management. As a member of NAPFA and a past member of the American Institute of Certified Public Accountants (AICPA), Eric has been quoted in various news and business journals and has enjoyed hosting radio programs focused on helping people manage their money. He often speaks to church groups, corporations, men's gatherings and civic groups.

As an active member of the Atlanta community, Erik has served on numerous boards including Georgia Center for Opportunity, Sheltering Grace, Working Women of America. He is pleased to currently be a member of the Southeast Regional Board of NAPFA.

Prior to joining Ronald Blue & Co. in 1980, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis and originally founded by Ron Blue. He received a B.S. degree from Indiana University, a Masters in Taxation from Georgia State University and a Masters of Science in Financial Planning from the College for Financial Planning.

Erik and his wife, Sherri, live in Marietta, Georgia. They have four children and two grandchildren.

88%
Helpful
Jane Nowak
CFP®
Smyrna, GA
87%
Helpful
Firm
Wealth and Pension Services Group
Fee Structure
Hourly , fee and commission
Biography

Jane Nowak became interested in financial planning and investments while working at BellSouth/AT&T. In 2006, Jane decided to formally pursue a financial advisory career and begin studying for her CFP® certification. Jane joined Kring Financial Management (now Wealth and Pension Services Group) in 2008 and is also a member of the Wealth & Pension Services Group advisory team.

In addition to her depth of financial knowledge, clients recognize Jane for her thoroughness, straight talk and sense of humor. “There are normally several good options for pursuing my clients’ financial goals,” Jane added. “I like to implement the best option while building contingency plans for the ‘what ifs’ in life.”

Jane particularly likes working with millennials, pre-retirees and clients with a focus on Green and Sustainability Investing.

When not assisting clients, Jane enjoys yoga, photography and gardening. While she loves to travel with her husband, Jane also enjoys staying home and reading a good mystery book.

Jane is a noted author and speaker on the topic of financial planning for women. She is often featured on social media and has been quoted or published online at: The Wall Street Journal.com, FoxBusinessNews.com, BloombergNews.com, Yahoo Finance, U.S. News, NASDAQ.com, Parents.com, Investment News, Investor's Business Daily, CreditCards.com, Womenetics.com, FPA.com and the Equifax Personal Finance blog.

87%
Helpful
Carol Berger
CFP®
Peachtree City, GA
86%
Helpful
Firm
Berger Wealth Management
Fee Structure
Fee-Only, Asset-Based, Hourly
Biography

Carol Berger is a Registered Investment Advisor in the state of Georgia. She serves Peachtree City and the surrounding Atlanta area. Carol established  Berger Wealth Management with two things in mind – to provide objective, unbiased advice and to remove some of the complexities and stress from people’s lives. She believes financial planning can benefit many individuals and couples - not just the high net worth clients. Studies have shown that those with a financial plan in place have a much better chance of staying on track, save more, and feel more confident with their decision making.

Carol is a CFP® professional and a member  of the National Association of Personal Financial Advisors (NAPFA) - the only professional organization dedicated strictly to fee-only advisors. As a member of both, she is required to uphold her certifications through rigorous continuing education guidelines.

Carol offers a Wealth Management service (comprehensive financial planning) to individuals and couples - both traditional and non-traditional. She likes to say that pretty much anything that involves a client's financial goals is included in the service.  Carol also provides an Investment Management service in situations where the financial planning is not needed (for example, management of a trust or managing investments for a non-profit organization).

Prior to establishing Berger Wealth Management, Carol was with a fee-only firm in Atlanta for 5 1/2 years. While there, she gained valuable experience both as Support Advisor for the owner’s clients (approximately 85 clients) and as Relationship Manager for her own clients. The services that she provided clients included Retirement Planning, Tax Planning, Insurance Planning, and Estate Planning. In addition, she specialized in Portfolio Management and Asset Allocation and was also the Trade Desk Manager for the firm.

86%
Helpful
Chris Hardy
CFP®, ChFC, EA, CLU
Suwanee, GA
84%
Helpful
Firm
Paramount Investment Advisors, Inc.
Fee Structure
Fixed
Biography

Chris D. Hardy, CFP®, EA, ChFC®, CLU® is the Founder and CEO of Paramount Investment Advisors, Inc. a firm that acknowledges and embraces their fiduciary responsibility to clients. Chris and his team accept the accountability of the recommendations that they provide to their clients.

Chris brings clarity to his clients financial vision by using his unique expertise in comprehensive wealth management and a disciplined process. Most people are not intentional with their finances beyond trying to pay down debt or set aside some money for a future event. He wants to help clients develop the plan that empowers them to live the life of their dreams, on their own terms.

Acting as the CFO of a clients' personal finances, Chris applies comprehensive strategies that help manage his clients' financial needs and goals. He has the experience and credentials to lead clients toward financial independence. Chris is a NAPFA Registered Financial Advisor and maintains the CFP®, EA, ChFC®, CLU® designations and certifications.

84%
Helpful
Niv Persaud
Atlanta, GA
77%
Helpful
Firm
Transition Planning & Guidance, LLC
Biography

Niv Persaud is the Founder and Managing Director of Transition Planning & Guidance™, LLC. Niv attained her Certified Financial Planner™ professional designation in 2005. She also holds a Chartered Retirement Planning Counselor℠ designation and a Certified Divorce Financial Analyst® designation. She graduated from Georgia Institute of Technology with a Bachelor of Industrial Engineering which established a strong foundation in her analytical and business skills.

Her firm bridges the gap between financial planning and coaching. Niv firmly believes life is more than money. It’s about living the lifestyle you want and can afford. For that reason, Niv consults with clients on money, life and work. Her approach capitalizes on techniques she learned throughout her career, including as a management consultant, executive recruiter and as a financial advisor. Her clients tend to be going through major life transitions (new graduate, marriage, growing family, divorce, widow/er, empty nest, etc.). Her services include spending plan, financial plan, divorce financial review, life strategy and professional progression.

Niv has over 20 years of business experience as a strategy and finance executive. Her experience includes management consulting, executive search, operations and sales. Her work history includes firms such as Korn/Ferry International, Northern Trust, Merrill Lynch and Commerzbank AG.

Niv actively gives back to the community through her volunteer efforts. She is President for the Financial Planning Association of Georgia. She is a Board Member for Zoo Atlanta and for CCT-Atlanta (a nonprofit organization providing management consulting to other nonprofits). Historically, she served on the Georgia Tech Women Alumnae Network Board and the Georgia Tech Women Resource Center Advisory Board. She has held leadership positions with her church which has over 2,500 members.

Niv believes in living life to the fullest by cherishing friendships, enjoying the beauty of nature and laughing often -- even at herself. Her favorite quote is by Erma Bombeck, “When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left and could say ‘I used everything you gave me’.

77%
Helpful
Micah Porter
CFA, CFP®
Decatur, GA
77%
Helpful
Firm
Minerva Planning Group
Fee Structure
Fee-Only
Biography

Micah Porter is President and CEO of Minerva Planning Group, a CFA charterholder, and a CERTIFIED FINANCIAL PLANNER™ practitioner. He began work at Minerva in 2003 with extensive experience in business planning and corporate finance. Micah enjoys working together with individual clients to formulate, implement and update their comprehensive financial plans. Additionally, as a CFA charterholder, he is responsible for establishing and implementing Minerva’s overall investment strategy. Micah is a NAPFA Registered Financial Advisor.

Prior to arriving at Minerva, Micah held various positions at XO Communications, a telecommunications startup. While at XO, he was responsible for business planning and product development for the Midwest Region. He later moved to the national sales organization, where he was a top performer and Sales Director of the Year for 2000.

Prior to working at XO, Micah worked at BMG International, a multi-billion dollar entertainment conglomerate with offices in over 40 countries worldwide. Micah was the Executive Assistant to the President, and in that position he was responsible for financial reporting including authoring the annual report for the division and strategic planning. Based on his recommendations, the company launched multi-million dollar expansions in both the international video game and home video markets. Micah assumed responsibility for the launch of these divisions in Spain, Portugal and Latin America. Micah led YA-TV, a Latin music channel based in Caracas, Venezuela, which was a joint venture of BMG, Warner Music and HBO Ole.

Micah received his Masters in International Business with a financial focus from the University of South Carolina in 1993, and graduated magna cum laude from the Honors College of the University of South Carolina in 1991. Micah is fluent in Spanish, and conversant in German.

77%
Helpful
MaryJane LeCroy
CFP
Atlanta, GA
73%
Helpful
Firm
Hammond Investment Planning Corporation
Fee Structure
Fee-Only, Commission
Biography

MaryJane has a most gratifying career in the arena of financial planning; advising individuals, families and business owners in the planning, growing and managing of their current and future financial security for over 15 years.  In 2001, she joined Hammond Investment Planning Corporation, a Registered Investment Advisor in Metro Atlanta and after 10 years became partner. In 2006, MaryJane earned the designation Certified Financial Planner™ and holds the general series 7 license with FINRA.  She has been a member of The Financial Planning Association since 2007.   Areas of expertise include portfolio management, financial planning, investment strategy, asset allocation, retirement planning, tax planning, college preparation, and estate planning.   

MaryJane is a graduate of Auburn University and has served as Financial Treasurer at her church since 2012. Since 2013, she has also served as Treasurer to business group The Connectors Vinings-Smyrna. When her mind isn’t focused on financial planning she loves spending time outdoors with her, husband Warren, their active little boy and, just as active, two black labs.

73%
Helpful
David Cross
Duluth, GA
70%
Helpful
Firm
U.S. Asset Management
Biography

David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management, a boutique wealth management practice. His primary responsibility is portfolio management and client relationship management. David and his team help clients make better decisions about their money and assist with overseeing every aspect of their financial lives. They begin by profiling the needs of clients and their families and then construct a customized plan centered on what is most important to them.

After 10 years at Merrill Lynch, where David was the leader of a team that was responsible for managing over $220 million in client assets, he left the firm in 2016 to start U.S. Asset Management. He holds a Bachelor of Science degree in finance from Auburn University and earned the Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University.

David has earned numerous distinguished service awards with his former employers and he has over 25 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations such as the Georgia Council on Economic Education on the Board of Trustees, a Professional Advisors Committee Chair at The Community Foundation for Northeast Georgia, a Treasurer at The Hudgen’s Center for the Arts, Board of Directors at Georgia Association of Business Brokers, and more.

70%
Helpful
Showing 1-15