Top Financial Advisors in Marietta, GA

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Narwhal Capital Management is the top-rated firm in Marietta. The firm works with a number of different clients, including non-high-net-worth individuals, high-net-worth individuals, charitable organizations, businesses and non-discretionary real estate fund. The firm doesn’t impose an account minimum.

The firm has several credentialed advisors on staff, including Chartered Financial Analysts (CFAs), certified public accountants (CPAs), a Certified Financial Planner™ (CFP®) and a certified plan fiduciary advisor (CPFA). 

Narwhal Capital is a fee-only firm, which means its compensation comes strictly from client-paid fees, not from commissions for selling financial products. This compensation model reduces the number of potential conflicts of interest the firm may have. 

Matthew D. Burton founded Narwhal Capital Management back in 2005. Today, he continues to serve as the firm’s principal owner. Burton's team offers a range of advisory services, including portfolio management, financial planning, retirement plan advisory and in some cases tax preparation and accounting support. Planning may cover cash flow, insurance, education funding, retirement, estate strategies, charitable giving and tax considerations.

Narwhal Capital Management uses factors specific to each client’s financial circumstances to drive the formulation of a unique investment strategy. These factors typically include the client’s overall financial objectives, timeline until retirement, relationship with risk, investment preferences and more. Based on these variables, the firm will put together an asset allocation that's designed to help you reach your goals.

The firm develops investment strategies tailored to each client’s goals, time horizon, and risk tolerance, with portfolios typically built around diversified allocations across asset classes such as domestic and international stocks, large- and small-cap equities, corporate and government bonds, and, for smaller accounts, mutual funds and exchange-traded funds (ETFs).

Its approach combinesfundamental, technical and cyclical methods of analysis, and may involve long-term and short-term investments, as well as the use of options and other strategies where appropriate. The firm emphasizes diversification and ongoing monitoring to help align portfolios with client objectives.

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American Financial Advisors is the next firm on our list. This fee-only practice works primarily with individual clients. The majority of these individuals come in below the high-net-worth threshold. It also serves a select number of retirement plans and businesses.

Rather than institute a minimum investment requirement, this firm utilizes a minimum annual fee. More specifically, any portfolio management clients with less than $30,000 in assets under management will need to adhere to a $300 minimum fee. The firm has a team of advisors and planners who hold the Certified Financial Planner™ (CFP®), chartered retirement planning counselor (CRPC), financial paraplanner qualified professional (FPQP) and chartered mutual fund counselor (CMFC) designations.

American Financial Advisors first opened its doors back in 2000, making it one of the longest-tenured firms on this list. Today, the firm provides its clients with ongoing investment supervisory services, either through individual portfolio management or through model portfolios. Additionally, the firm offers financial planning, which typically touches on some combination of personal budgeting, financial goal-setting, tax planning, cash flow analysis, insurance planning, retirement planning, death and disability preparation and estate planning.

American Financial Advisors analyzes potential investments in a number of different ways, including reviewing fundamental financial documents, analyzing historical price data, tracking the management experience of fund managers and more. The firm doesn’t generally lean toward a long- or short-term perspective, as it instead bases its investment strategy on what makes the most sense for the client’s situation and timeline.

While the firm’s advisory recommendations aren’t limited to a set range of securities, it generally provides advice on the following investments:

• Exchange-listed securities
• Securities traded over-the-counter (OTC)
• Corporate debt securities (other than commercial paper)
• Certificates of deposit (CDs)
• Municipal securities
• Mutual fund shares
• Government securities
• Options contracts on securities

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Marietta Wealth Management is one of the youngest firms on our list, having opened for business in 2015. As a fee-only firm, Marietta Wealth Management and its advisors do not earn any third-party compensation for selling securities or insurance products.

High-net-worth individuals make up more than half of the firm's client base, with the rest comprising non-high-net-worth individuals, pension plans, charitable organizations, insurance companies, corporations and trusts. The firm maintains a $500,000 account minimum.

The team of advisors at Marietta Wealth Management hold a variety of certifications and credentials, including the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA), enrolled agent (EA) and qualified 401(k) administrator designations. 

Marietta Wealth Management was co-founded in 2015 by managing principal Scott Keller and principals Benjamin Crowe, Wesley Hackney and Charles Holloway III. The firm specializes in asset management, financial planning and consulting for both individuals and retirement plans. Specific services include marital/divorce financial planning, insurance planning, real estate planning, retirement planning, estate planning, education fund planning, survivor/beneficiary planning and more.

Marietta Wealth Management has an in-house investment committee that governs the investment research and strategies at the firm. The committee makes general recommendations on investment vehicles and asset allocation plans. From there, your investment advisor will take those recommendations and tailor them to factors specific to you, such as your investment objectives, risk tolerance, time horizon and income needs. 

With an asset allocation tailored to you, the firm will execute that plan by investing in securities like mutual funds, ETFs, separately managed accounts (SMAs), fixed-income instruments, real estate investment trusts (REITs), limited partnerships and individual equities. 

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Nicholas Wealth Management is a fee-based advisory firm that serves individuals, with and without a high net worth, as well as charities. The firm does have a $500,000 account minimum, but it may waive this requirement under certain circumstances. 

Keep in mind that as a fee-based firm, some members of the Nicholas Wealth Management team may earn commissions when selling securities or insurance products. This poses a potential conflict of interest because advisors may have a financial incentive to recommend certain products over others. However, the firm and its advisors have a responsibility to act in their clients' best interests.

Nicholas Wealth Management has one advisor on staff who holds the certified public accountant (CPA) designation and another whol is a Certified Financial Planner™ (CFP®). 

David Nicholas founded the firm in 2016 and remains its principal owner. Nicholas, who earned a master’s degree in financial planning from the University of Georgia, has over 18 years of experience working as a financial advisor. 

Nicholas Wealth Management offers the following services:

• Porfolio management
  • Investment strategy
  • Personal investment policy
  • Asset allocation
  • Asset selection
  • Risk tolerance
  • Regular portfolio monitoring 
• Tax planning
• Income planning
  • Social Security maximization
  • Inflation protection
• Health care planning
  • Medicare Parts A, B and D 
  • Long-term care options
• Legacy planning

Nicholas Wealth Management relies on industry-standard methods of securities analysis, as well as both long- and short-term purchases. The firm evaluates the current investments of each client with respect to their risk tolerance levels and time horizon.

A client's portfolio may contain a wide variety of investments including:

• Mutual funds
• Fixed income securities
• Real estate funds (including REITs)
• Equities
• Hedge funds
• Private equity funds
• ETFs
• Treasury inflation-protected/inflation-linked bonds
• Commodities
• Non-U.S. securities
• Venture capital funds
• Private placements

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Your Retirement Coach, founded in 1995 as Yeomans Consulting Group, provides a wide range of financial advisory and planning services tailored to individuals, high-net-worth individuals, businesses and institutions. The firm offers investment management, retirement and estate planning, tax and cash flow analysis, insurance consulting, portfolio monitoring, pension consulting and business succession planning. 

While the standard account minimum is $500,000, this requirement may be waived at the firm’s discretion. For clients engaging only in financial planning, fees are either hourly or fixed, with no set asset minimum.

The team's small team of advisors hold the Certified Financial Planner™ (CFP®), certified estate planner (CEP) and certified fund specialist (CFS) designations. 

Yeomans Consulting Group is a fee-based firm, meaning it charges advisory fees but also allows its representatives to earn commissions on certain insurance and investment products, creating potential conflicts of interest. 

In managing portfolios, the firm blends several methods of analysis. Fundamental analysis looks at company financials and industry conditions, while technical and charting analysis study price and market patterns. Trend analysis focuses on identifying whether investments are moving upward or downward and spotting possible reversals. This combined approach allows the firm to evaluate both the underlying value of investments and how they are behaving in the market. 

Portfolios may include mutual funds, ETFs, equities, bonds, government securities, variable annuities and alternative investments such as real estate partnerships.

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Wiser Wealth Management, founded in 2001, is a fee-only registered investment advisor. The firm provides comprehensive financial planning and wealth management services that cover retirement planning, investment allocation, education funding, tax and estate planning, insurance reviews and budgeting guidance.

Clients include individuals, high net worth families, charitable organizations and corporate retirement plans. The firm has no stated account minimum, though clients with less than $400,000 in assets are generally served through its Flightpath wrap fee program. Standalone financial planning is available for a flat fee.

The Wiser Wealth Management team includes advisors who hold the Certified Financial Planner™ (CFP®), certified public accountant (CPA) and certified divorce financial analyst (CDFA) designations.

The firm constructs portfolios primarily using ETFs and emphasizes diversification and long-term asset allocation based on modern portfolio theory. Its investment approach blends equity and fixed-income strategies into model portfolios tailored to client goals, age and risk tolerance. For moderate to aggressive investors, it may include a small allocation to digital asset ETFs. 

Portfolios are designed to be tax-efficient, with low turnover and periodic rebalancing. For clients drawing income, the firm maintains a “cash bucket” strategy to set aside up to two years of withdrawals in cash or equivalents. Overall, Wiser Wealth aims to provide disciplined, risk-aware portfolio management focused on long-term results.

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Proactive Wealth Strategies is a fee-based advisory firm that works exclusively with individuals, families and trusts. The firm serves individual clients above and below the high-net-worth threshold. While the firm doesn't require a minimum account size, participation in third-party model portfolios through Proactive may require a minimum investment. 

The firm has one Certified Financial Planner™ (CFP®) on staff, but keep in mind that some advisors are also registered representatives of a broker-dealer and/or insurance agents. This means they can earn commissions when selling securities or insurance products to clients. While this creates a potential conflict of interest, the firm must always act in the client's best interests. 

Proactive Wealth Strategies has been in business since 2005 when Cindy Derso and Craig Seligman founded the firm. Seligman remains the sole owners of the business and continues to work with clients.

The firm's services are geared toward helping clients develop personalized financial roadmaps and overseeing portfolios on either a discretionary or limited non-discretionary basis. Planning may address a client’s full financial picture, including goals, cash flow, retirement and investment needs.

Proactive Wealth Strategies generally uses a top-down approach to select investments. This typically involves drawing from a large universe of investments and then using performance-related factors to identify securities for either actively and passively managed portfolios. Keep in mind that the firm may alo place you in a model portfolio managed by a third party, if appropriate. 

Proactive Wealth Strategies primarily manages client accounts on a discretionary basis, meaning the firm doesn't need to get individual transactions approved by its clients. However, in some limited circumstances, Proactive may provide asset management services on a non-discretionary basis and consult with the client prior to implementing any investment recommendation.

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Baer Wealth Management was founded in 2000 and provides investment management and advisory services tailored to individuals, high-net-worth individuals and retirement plans. The firm offers discretionary portfolio management, conducts due diligence on alternative investments for accredited investors, and serves qualified retirement plans. 

The firm can help clients with creating investment policy statements, monitoring and reviewing investment options, as well as educating plan participants. The firm sets a general minimum portfolio value of $500,000, though it may make exceptions. Accounts are subject to a minimum annual fee of $5,000 or 3% of assets under management, whichever is lower.

While the charges asset-based advisory fees, advisors may also receive commissions from insurance sales, creating a potential conflict of interest. As a fiduciary, Baer Wealth Management is legally required to act in clients' best interests and disclose conflicts of interest. Clients are also not obligated to purchase financial products through the firm or its advisors. 

The firm's small team of advisors holds the following financial designations: Certified Financial Planner™ (CFP®), certified exit planning advisor (CEPA) and certified public accountant (CPA).

Baer Wealth Management’s investment approach includes fundamental, technical and cyclical analysis, with a general preference for long-term strategies. Client portfolios may include stocks, bonds, mutual funds, ETFs, and, where appropriate, alternative investments such as private securities. Portfolios are constructed based on each client’s objectives, risk tolerance and time horizon, and accounts are monitored and reviewed regularly.

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Strickland Davis Advisors, formerly known as Investment Management Advisors, provides investment advisory services centered on portfolio management and retirement plan consulting. The firm’s advisors work with a relatively small pool of clients that includes individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations and businesses. The firm generally imposes a $250,000 account minimum.

Strickland Davis is a fee-based firm, which means some of its advisors may earn commissions by selling insurance products to clients. While this is a potential conflict of interest, the firm is still bound by fiduciary duty to always act in the best interests of its clients at all times.

Kendyl C. Strickland founded Strickland Davis Advisors back in 1998. Today, the firm firm develops individualized investment policy statements for clients that address financial goals, risk tolerance, and estate, retirement and tax considerations. Its services include managing investment portfolios on a discretionary basis, reviewing and adjusting asset allocations and providing retirement plan consulting in collaboration with Savant Wealth Management.

The firm’s investment approach emphasizes long-term growth through diversified portfolios designed around client objectives. Portfolios may include cash equivalents, mutual funds, ETFs, stocks and bonds. The firm also allocates to fixed income instruments and pooled investment funds, and may include international securities to achieve diversification.

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Wickham Financial & Insurance Services rounds out our list of the top financial advisors in Marietta. This fee-based advisory practice has been in business for over two decades. The firm primarily serves individuals who don't have a high net worth but also works with some high-net-worth clients and 401(k) plans.

Wickham Financial & Insurance Services doesn't impose a minimum investment or account size. But as a fee-based practice, advisors may earn commissions when selling insurance products to clients. This can potentially lead to a conflict of interest because advisors have a financial incentive to recommend certain products over others. However, as an SEC-registered firm, Wickham Financial & Insurance Services has a fiduciary duty to always act in the client's best interests.

The firm has one certified divorce financial analyst (CDFA) on staff.

While Wickham Financial & Insurance Services has been in business since 2000, it didn't officially become an investment advisor until 2020. President and chief compliance officer Graham Wickman is the firm's sole owner. 

The firm's services center around financial planning, investment management and retirement plan consulting. The firm relies on asset allocation strategies when constructing client portfolios. Asset allocation looks to balance risk versus reward by adjusting the percentage of money invested in different asset classes, like stocks, bonds and cash.

As a result, the firm may invest client assets into a mix of different equities, including value, dividend, growth and sector-specific stocks, as well as different types of bonds and cash equivalents. However, your advisor may also invest in hybrid instruments like convertible bonds and preferred stock, as well as alternative assets like commodities, precious metals, energy, real estate and collectibles.