Find an Advisor in Atlanta

Atlanta Advisors

Dan Mahoney
Atlanta, GA
78%
Helpful
Firm
True Square Financial
Biography

Dan Mahoney founded True Square Financial in 2017. After more than 15 years in the financial services industry, Dan knows that fee-only financial advice, delivered by an expert, can meaningfully improve most families’ lives. Unfortunately, this kind of high quality, individualized advice has historically been restricted to only the wealthiest families. He built True Square Financial around the idea that technology now makes it possible to deliver highly customized financial advice to a larger number of families at a reasonable cost.

Dan is a CERTIFIED FINANCIAL PLANNER™ professional. He is also the proud father of triplets (two girls and a boy) who started kindergarten in 2016. When he's not wrangling children or nerding out on personal finance and investments, Dan can be found playing squash, smoking meat on the Big Green Egg, or doing something outdoors. His wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. They live in Atlanta, Georgia.

Dan earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

78%
Helpful
Niv Persaud
CFP®, CDFA™, CRPC®
Atlanta, GA
76%
Helpful
Firm
Transition Planning and Guidance, LLC
Fee Structure
Fee-only | retained basis
Biography

Niv Persaud, CFP®, is the Founder of Transition Planning & Guidance™, LLC. Life is more than accumulating money – it’s about living the lifestyle you envision and can afford. Over the years, life has become more complicated. What used to be normal expectations have shifted. We’ve redefined many long-held ideas about lifestyle and retirement.

For that reason, when Niv helps clients she looks beyond money. She incorporates all aspects of life. Her approach capitalizes on techniques she learned throughout her career, including as a management consultant, executive recruiter, and financial advisor.

Niv developed the 5 P’s of Life (Personal Relationships, Personal Finance, Profession, Peace of Mind, and Physical Health) to help clients define what they want from life. Once she understands their vision, she can help them save for their lifestyle.

She is frequently quoted sharing her insights on money and life. She has been quoted in Forbes, Reuters, CNBC, Money, and USA Today.

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

She 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.

Niv actively gives back to the community through her volunteer efforts. She is Chair 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’.”

76%
Helpful
Carol Berger
CFP®
Peachtree City, GA
74%
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.

74%
Helpful
David Cross
Duluth, GA
71%
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.

71%
Helpful
Monika West
Atlanta, GA
Firm
SC Financial Group
Biography

Monika West is the Founder of SC Financial Group, a firm founded on the principles of deeply understanding and fostering their client’s true needs and goals. Monika and her team believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically.

Monkia knows that taking the first step towards reaching and maintaining a client's financial goals is the hardest. Finding the right financial professional that matches their goals and expectations is crucial in building a lasting relationship. Monika specializes in corporate planning strategies such as advantageous business tax planning, employee health benefit and stock ownership programs, organic growth strategy, divestiture, restructuring/leveraging, liquidation and/or acquisition. Monika offers detailed corporate structuring programs that accounts for any/all phases of the business cycle.

Monika earned her MBA in Accounting and Finance at Keller Graduate School of Management of DeVry University and her BBA in Finance at Georgia State University. Outside of the office, Monika enjoys volunteering her time to the community she lives in. She loves fishing, hiking, horse back riding, swimming and running.

0%
Helpful
Patrick Fisk
CFP®
Atlanta, GA
Firm
Fresh Aire Financial Services
Fee Structure
Fee-Only
Biography

Fresh Aire Financial Services specializes in providing fee-only financial planning advice and 401(k) investment guidance specifically to the employees in the airline industry.

As a CFP® and owner of Fresh Aire Financial, my job is to help clients with their retirement income planning. This involves setting goals and helping you achieve them throughout your life. Where are you now, where do you want to be and how can we get you there? These are often challenging questions that typically change throughout our lives. We are a friendly, approachable group dedicated to your investment and financial planning needs.

It was my passion for travel that first attracted me to the airline industry. Then it was helping many of my co-workers with the basics of saving, investing, and debt management that nurtured the idea for financial planning as a second career.

My 25 years in the airline business and 10 years working as an advisor has made me especially knowledgeable in airline pensions, benefits, compensation and 401(k) plans.

I am passionate about helping people make smart decisions about money so they can achieve their retirement goals. It doesn't have to be complicated.

Trory Jenkins
Atlanta, GA
Firm
The Piedmont Group
Biography

Trory Jenkins is an Atlanta, GA based Financial Planner. He is focused on helping his clients – individuals, families, business owners - manage finances, work towards financial stability, and meet with success by assisting them in navigating the financial barriers that arise in every stage of life. Committed to designing a process that is specific and tailored to each of his clients’ needs, goals, and objectives, Trory has developed and implemented many comprehensive financial plans thus far in his career. In doing so, Trory pays great attention to risk management, as he believes it is the initial foundation for any solid and stable plan.

 Trory first became a financial planner because of his interests in investments and his desire to understand how wealth is accumulated. He is still in the industry because of the clients that he is grateful to have partnered with.

With a well-crafted investment discipline and with over 10 years of practical experience in the financial services industry, Trory is able to be the knowledgable partner for all of his clients. His goal is to find out about his clients’ aspirations and see which ways he can add value, provide guidance, and ultimately bring efficiency and happiness to their lives.

Joshua Swartz
CFP®
Atlanta, GA
Firm
JPH Advisory Group
Fee Structure
Fee-Only
Biography

Joshua Swartz directly serves the Senior Financial Planner & the President of JPH Advisory Group, assisting in preparation for client meetings, developing financial planning strategies, and managing client data maintenance. JPH Advisory Group is committed to becoming each of their client's CFO, as they believe that everyone needs someone to manage their investments and financial affairs while they manage and enjoy life.

Joshua joined JPH Advisory Group in January of 2012, after interning with the firm in 2011. He graduated from Liberty University in 2011 with a bachelor’s degree in finance, while also completing the education requirements for the CFP® certification. He successfully passed the CFP® exam in March 2013, and was able to bear the CFP® marks in June 2014 after completing all of the necessary requirements with the CFP® Board.

In his free time, Joshua enjoys reading, playing sports, and is actively involved with Renovation Church in downtown Atlanta.

Gary Clement
Atlanta, GA
Firm
Clement Asset Management, LLC
Biography

Gary O. Clement, CFP®, CRPS®, CRPC®, MPAS®, is President of Clement Asset Management, LLC, a financial planning and investment management firm, and a lead instructor in the Kaplan Schweser Certified Financial Planning Program. Additionally, he has earned the CFP® designation, widely recognized as the leading designation in the financial services field. Gary is a Summa Cum Laude graduate of Cheyney University of Pennsylvania, a graduate of the Oglethorpe University Financial Planner Program, and holds a M.S.F.S. degree from the College for Financial Planning. Gary is currently pursuing a Ph.D. in financial planning at the University of Georgia. 

Gary considers himself both a lifelong student and teacher of personal finance. He enjoys educating groups, large and small, about money, personal finance, and the myriad financial products, vehicles, and strategies available to them.

Over the past 19 years, Gary has worked with various discount brokers, independent broker-dealers, and wirehouses. Today, Gary leads an independent registered investment advisory firm that focuses on comprehensive financial planning and investment management. He's held FINRA Series 7, 63, 65, 3, 31, and 24 licenses and has been a CERTIFIED FINANCIAL PLANNERTM since 2006. He's also taught Financial Planning, Investment Management, Retirement Planning and Estate Planning courses for the Certified Financial Planning programs at Oglethorpe University, the Terry College of Business at the University of Georgia, and, now, teaches for Kaplan Schweser.

Evan Carter
Atlanta, GA
Firm
Atlanta Capital Group
Biography

Evan serves others using his business and ministry/counseling background-a true head-and-heart approach. He does this by striving to help professionals and families identify their priorities in life, understand the financial planning process, and help others thrive financially, but also socially and spirituality.

Evan first worked with families through Young Life and spent seven years as the team lead at the Westminster Schools. He then served as an investment analyst at a multi-family office in Atlanta, before earning a Master’s of Divinity degree from Columbia Theological Seminary. After his theological studies, Evan returned to finance. He helped launch a successful investment start-up that amassed over $1.5 billion in AUM in less than eighteen months.

Evan is very involved in his local community. Over the past four years, he has helped to establish a summer leadership program for college-aged students interested in professional, spiritual, and communal development. He also has been an active member of Kairos Church since its inception. In his spare time, Evan enjoys college football, swimming, reading, golf, visiting family, and traveling (to more than 30 countries!).

Evan and his wife Julia live in Atlanta with their two joy-filled daughters–Airlie and Lollie–all of which love cutting loose with a nightly dance party.

Thomas Tillery
Kennesaw, GA
Firm
Paraklete Financial
Biography

Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom's background includes experience in integrated personal financial planning, asset protection, insurance, estate planning, risk management, investments, philanthropy, retirement and tax planning. He is an instructor and curriculum writer for CPA/PFS educational courses. Tom also provides continuing education and is a public speaker on matters relating to integrated personal financial planning.

Tom earned an M.S. in Financial Services from The American College, an M.A. in Education from The Southern Baptist Theological Seminary, and a B.A. in English Language and Literature from Columbus State University. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. Tom and his family reside in Kennesaw, Georgia. 

Andrew Browne
Atlanta, GA
Firm
Capstone Financial, LLC
Biography

Capstone Financial is the premier full-service financial services firm in the southeast committed to helping clients pursue their financial goals. They are a general agency of MassMutual Financial Group. The firm has had a relationship with MassMutual in the Atlanta area since 1886. MassMutual Financial Group® is comprised of member companies with over $500 billion in assets under management. MassMutual Financial Group® is a global, growth-oriented, diversified financial services organization providing life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, income management, and other financial products and services.

Capstone Financial offers access to a wide range of financial products and services to individuals and business owners. Andrew believes clients will be better able to identify their goals and make sound decisions to help reach them by providing sound financial information.

The firm was founded in Atlanta in 1866 and has been steadily growing ever since. In 2016, it is still their vision to help clients navigate the complexities of managing wealth. By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has experienced unprecedented growth and now includes offices in several locations (Atlanta, Albany, Valdosta, and Miami to name a few) and continues to deliver the same customized solutions now as they have since the start.

Laura Wellon
Atlanta, GA
Firm
Ubs Financial Services Inc.
Biography

Laura Wellon is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA. Laura graduated from the University of Georgia. She joined UBS in 2001 and now serves as a partner for the Wile Consulting Group. Laura works mostly with high net worth individuals and families. As the main point of contact for clients, Laura helps with all facets of a client's financial picture.

Laura and her team realize everyone's life situation is unique. Her team provides customization and service to each client and family. She serves as a Legacy Advisor for Children's Healthcare of Atlanta, is on the Board for Fellowship of Christian Athletes and serves on the leadership team for 4word.  Laura is married to Rob and they have four children.

Harris Gignilliat
Atlanta, GA
Firm
UBS Financial Services Inc.
Biography

Harris Gignilliat is a financial advisor at Ubs Financial Services Inc. in Atlanta, GA.

Harris is a partner of the Wile Consulting Group in Atlanta. He works in the UBS Institutional Consulting Group where he is a Senior Retirement Plan Consultant. Harris specializes in working with retirement plans, foundations, endowments and families. Harris works closely with both the Georgia and Alabama Dental Association, the Georgia Pharmacy Association, and PWC. He has been independently recognized by Barron's Magazine as one of the top Financial Advisors in the country and one of the top Institutional Consultants in the country.

Harris graduated from the University of Georgia and later earned his Certified Investment Management Analyst designation from the Wharton School of Business. Harris attained the Chartered Retirement Plans Specialist designation from the College for Financial Planning. Harris joined the Wile Group in 2000, specializing in qualified retirement plans. Harris works with organizations such as the Georgia Dental Association, Georgia Pharmacy Association, Alabama Dental Association and PricewaterhouseCoopers to provide financial benefits to members and employees.

As an adjunct instructor for Augusta University, he teaches financial courses to students and professors. He leads seminar at colleges, trade organizations and district meetings. Harris volunteers his time and resources to Habitat for Humanity, The Ron Clark Academy, the Atlanta Mission, Children's Healthcare of Atlanta and the Leukemia/Lymphoma Society. Harris also serves on the Board of Governors for the Buckhead Club.

Kenny Baer
CFP®
Marietta, GA
Firm
Baer Wealth Management
Fee Structure
Fixed
Biography

Kenny Baer has nearly 15 years in the wealth management/financial planning fields, having joined Baer Wealth Management shortly after graduating from college. Kenny's work has been published in Investment Advisor Magazine, Nerd Wallet, Ignite/Fund Fire, and Chattahoochee Plantation Living. He has previously hosted the weekly financial talk show The Baer Facts on Atlanta's Newstalk 1160 am, had a regularly scheduled segment on The Voice of the Arts 1690 am and has been a featured guest on Atlanta Business Today. In 2017, he published the e-book "One Shot" which can be read here.

Kenny provides the big picture perspective – matching investment and financial planning strategies to a client's goals and spearheading the Baer Wealth Management commitment to problem-solving. Kenny also oversees the development and implementation of clients' financial blueprints.

Kenny enjosy relishing his family, golfing with his father and brother, playing tennis and enjoying life to the fullest. Kenny loves the University of Georgia Football and can recite the score of most every game attended.

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