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Business Directory

Financial Advisor
 
Boyer Ramey Wealth Management
Mr. Tripp Boyer
123 Church St.
Ste. 125
Marietta, GA 30060
Phone: (678) 809-1050
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Member Since: 2019

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Bravaldo Capital Advisors
Cayce Carter
2839 Paces Ferry Rd. SE
Ste. 450
Atlanta, GA 30339
Phone: (404) 857-2221
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Member Since: 2017
Corient

3344 Peachtree Rd. NE
Ste. 2000
Atlanta, GA 30326
Phone: (404) 760-9000
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Member Since: 2017
Capital Choice Financial Services
Melvin L. Williams Jr
5150 Stilesboro Rd.
Bldg. 2, Ste. 205
Kennesaw, GA 30152
Phone: (678) 480-1185
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Member Since: 2026

See Also Financial - Planning & Investments
Carr, Riggs & Ingram Capital Advisors
Paul Evans
7035 Halcyon Park Dr.
Montgomery, AL 36117
Phone: (334) 231-5830
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Member Since: 2022
Cetera Investors
Scott Orr
2300 Windy Ridge Pkwy. SE
Ste. 150-S
Atlanta, GA 30339
Phone: (770) 818-0700
Fax: (770) 818-0705
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Member Since: 2025

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Due West Wealth
Troy Harmon
2322 Milstead Cir. NE
Marietta, GA 30066
Phone: (770) 833-5928
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Member Since: 2025
Edward Jones - Adam Waller
Adam Waller
707 Whitlock Ave.
Ste. F3
Marietta, GA 30064
Phone: (770) 919-7047
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Member Since: 2025
Edward Jones (Edith Boy)
Ms. Edith Boy
319 Atlanta St. SE
Ste. 230
Marietta, GA 30060
Phone: (770) 218-1822
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Member Since: 2018
Edward Jones (Michael Hebdon CFP (R) AAMS (R)
Mr. Michael Hebdon CFP (R) AAMS (R)
550 Kennesaw Ave. NW
Ste. 600
Kennesaw, GA 30060
Phone: (770) 427-3048
Fax: (866) 462-7894
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Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.

Member Since: 1993
EFS ADVISORY GROUP
Shabreka Hosley
3100 Interstate North Cir. SE
Ste. 252
Atlanta, GA 30339
Phone: (678) 675-8884
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Member Since: 2025

See Also Credit Counseling & Repair
First Command
Alicia Kite
1640 Powers Ferry Rd.
Bldg. 24, Ste. 100
Marietta, GA 30067
Phone: (404) 350-8443
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A Registered Investment Adviser firm, First Command assists all individuals and families who aspire to greater financial well-being and security in their efforts to reduce debt, build wealth, and pursue their financial goals and lifetime dreams. We embrace time-tested financial principles and a client-first philosophy, advocating consistent saving, disciplined investing, and a thoughtful insurance strategy to manage risks to financial well-being. First Command develops and delivers comprehensive financial plans.

Member Since: 2016

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First Horizon
Alex Morton
3625 Cumberland Blvd. SE
Bldg. 2
Atlanta, GA 30339
Phone: (678) 631-3667
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First Horizon Corporation (NYSE: FHN), with $83.2 billion in assets as of September 30, 2025, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Member Since: 2025

See Also Banks, Financial, Financial - Lending, Financial - Planning & Investments
Focused Financial Group
Mike Johnson
3625 Cumberland Blvd.
Ste. 1000
Atlanta, GA 30339
Phone: (770) 598-8900
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Member Since: 2023

See Also Financial, Insurance, Sales - Mergers & Acquisitions, Business Brokers, Risk Management, Employee Benefit Plans, Insurance - Life, Financial - Planning & Investments, Insurance - Health
Healing Wealth
Christian Bratton
4317 Revere Cir.
Marietta, GA 30062
Phone: (770) 268-3223
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New Member
Member Since: 2026
Janney
Joshua Loud
3560 Lenox Road NE
Ste. 1100
Atlanta, GA 30326
Phone: (404) 926-2027
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Member Since: 2020

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LOUD Wealth Management of Janney Montgomery Scott
Joshua Loud
3560 Lenox Rd. NE
Ste. 1100
Atlanta, GA 30326
Phone: (404) 926-2013
Fax: (770) 673-2150
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Member Since: 2021

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Marietta Wealth
Mr. Charlie Holloway
472 N. Sessions St.
Unit 24
Marietta, GA 30060
Phone: (404) 549-6930
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Member Since: 2019
Narwhal Capital Management
Natalie Rogers
531 Roselane St.
Ste. 420
Marietta, GA 30060
Phone: (770) 344-0172
Fax: (770) 344-0175
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Member Since: 2019

See Also Financial - Planning & Investments
OneDigital
April Husted
200 Galleria Pkwy.
Ste. 1950
Atlanta, GA 30339

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Member Since: 2019

See Also Insurance, Insurance - Health, Business Brokers, Employee Benefit Plans, Health Care, Business Consulting & Coaching, Management Consultants/Services
Regent Peak Wealth Advisors
Craig Robson
200 Galleria Pkwy.
Ste. 1175
Atlanta, GA 30339
Phone: (470) 876-3550
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Can you pull this information from our previous application?
Member Since: 2025

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Smith + Howard
Beth Quinlan
271 17th St. NW
Ste. 2100
Atlanta, GA 30363
Phone: (404) 874-6244
Fax: (404) 874-1658
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Located in Atlanta, Smith + Howard provides the personal service of a local firm, with the depth of services and global reach of a national firm. The firm’s clients operate in countries around the globe and include many US subsidiaries of foreign corporations, encompassing a wide range of industry sectors including manufacturing, distribution, construction, real estate, hospitality, technology and nonprofits. In addition to traditional audit and tax services, Smith + Howard serves clients with advisory services that include international consulting, sales and use tax, internal control reviews, SOC reporting and litigation support.

This depth of services is delivered by a group of experienced professionals who bring an unusually strong commitment to serving our client family. This is evidenced by the firm’s inclusion as a Top 100 Workplace in Atlanta (Atlanta Journal-Constitution), Top Accounting Firm to Work For by Accounting Today and a best of the best firm among accounting firms in the nation by INSIDE Public Accounting (“IPA”) for more than a decade.

Smith + Howard Wealth Management, LLC, the sister-firm of Smith + Howard is a Registered Investment Adviser serves as the “family CFO” to affluent individuals and families, providing investment management, tax planning, financial planning and estate planning. Synexus Tax Solutions™ is a member of Smith + Howard’s family of companies and provides multistate indirect tax solutions that help businesses navigate the intricacies of state and local tax jurisdictions so the business can focus on growth.

Member Since: 2012

See Also Financial - Planning & Investments, Accountants - Certified Public, Accounting - Services
Turner & Turner Wealth Management
Drew Turner
800 Battery Ave. SE
3rd Floor, Offices 3138 & 3137
Atlanta, GA 30339
Phone: (678) 810-1210
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Member Since: 2025
Unity Financial Planning Group - Michael Turgeon
Mike Turgeon
1275 Shiloh Rd. NW.
Unit #2730
Kennesaw, GA 30144
Phone: 678-613-4810
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At Unity Financial Planning Group, we provide personalized financial guidance as your trusted boutique multi-family office. We offer integrated concierge services for retirement planning, investments, estate planning, and tax strategies. Our goal is to simplify your financial life by providing expert guidance, comprehensive solutions, and the personal attention you deserve.  

Member Since: 2021

See Also Financial - Planning & Investments
Van Beek Advisors, LLC
Darlene Van Beek
2985 Gordy Pkwy.
Marietta, GA 30066
Phone: (770) 578-3555
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Member Since: 2025

See Also Financial - Planning & Investments
Veracity Capital, LLC
Kevin Boutwell
2859 Paces Ferry Rd. SE
Ste. 635
Atlanta, GA 30339
Phone: (678) 888-4952
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Headquartered in Atlanta, GA, Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to clients. Veracity’s financial planning process is designed to drive investment decisions with an aim to achieve specific goals.  We believe our depth and breadth of experience allow us to maintain and grow wealth responsibly, focusing on maximizing value and minimizing taxes.

Member Since: 2021

See Also Financial - Planning & Investments, Insurance - Life