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Business Directory

Financial Advisor
 
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
Mr. Mike DeWitt
3344 Peachtree Rd. NE
Ste. 2000
Atlanta, GA 30326
Phone: (404) 760-9000
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Member Since: 2017
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

See Also Financial - Planning & Investments
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
Dontae Simmons
3953 Obryant Cir. SE
Smyrna, GA 30082
Phone: (770) 675-7384
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Member Since: 2024
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
FirstCommand
Mr. Steve Cyr
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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J. P. Morgan Private Bank
Christian Young
3424 Peachtree Rd. NE
Atlanta, GA 30326

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Member Since: 2024
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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Linx Partners
Ms. Melissa Nims
3330 Cumberland Blvd. SE
Ste. 500
Atlanta, GA 30339
Phone: (770) 818-0335
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Member Since: 2021
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
Luke Burton
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
Raymond James
Mr. Harry Pence
3050 Peachtree Rd.
Ste. 600
Atlanta, GA 30305
Phone: (770) 284-2279
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Few individuals have a wealth management plan that adequately supports their current and long-term goals, concerns and objectives. Fewer still have a plan that maintains the flexibility and receives the attention needed to efficiently and effectively adapt to the inevitable changes that occur in life. Leveraging the investment knowledge along with the scope of Raymond James, clients are provided with the advice, guidance and services needed to help them align their financial resources to the goals that matter most to them. Understanding that trust and confidence are not confined to your investment and banking needs, as a client you are also provided with the level of care you desire and the attention you deserve. The objective in working with clients is to provide you with personalized services that cultivate and nurture a long-term relationship. These services include the development and review of financial strategies that help you achieve the goals that matter most to you and your family.

Member Since: 2022

See Also Financial - Planning & Investments

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
Unity Financial Planning Group

1275 Shiloh Rd. NW.
Unit #2730
Kennesaw, GA 30144
Phone: 678-613-4810
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How We're Different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them towards financial choices that will help them live the life they want today - and tomorrow.

Member Since: 2021
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
Wealth Enhancement Group
Tiffany Rosetti
1100 Abernathy Rd. NE
Bldg. 500, Ste. 500
Atlanta, GA 30328
Phone: (770) 548-7281
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We help clients navigate the dynamics of their relationship with money. Behavioral Wealth Management combines traditional wealth management with insights from behavioral science. Our interdisciplinary team of Financial Advisors and Behavioral Wealth Specialists assists clients with the pursuit of their financial goals. While our Financial Advisors focus on the "how", the Behavioral Wealth Specialists explore the "why" behind financial decisions, uncovering money beliefs and clearing subconscious roadblocks to wealth building. We believe our clients love knowing that people care about them beyond just their money. If you're looking for genuine support that wants to see you grow in overall life satisfaction, not just your net worth, don't hesitate to reach out!

Member Since: 2024