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Showing 1 - 12 of 34 results
G. W. HENSSLER & ASSOCIATES, LTD
G. W. HENSSLER & ASSOCIATES, LTD
Kennesaw, Georgia
100-499 employees
Henssler Financial is one of the largest independent financial advisory firms in Atlanta. We have been delivering comprehensive financial solutions to our clients for more than 35 years. We provide solutions that incorporate a range of services including financial planning, tax preparation and consulting, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to invest in your future or have reached your financial success and need the tools to stay there, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.
Retirement Benefits Rank
Market Leading
JAMISON PRIVATE WEALTH MANAGEMENT
JAMISON PRIVATE WEALTH MANAGEMENT
Alpharetta, Georgia
1-24 employees
Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
Retirement Benefits Rank
Market Competitive
GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC.
Chattanooga, Tennessee
1-24 employees
Guardian Wealth Management, Inc. (GWMI) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. For optimum probability of a successful advisor relationship, our clients are a select group of individuals who meet a specific profile created to match families to our unique process of relationship coaching. New clients are only accepted into our boutique planning/advisory firm by referral from an existing client or a proven financial colleague and must meet the established client profile.
Retirement Benefits Rank
Market Leading
HOWARD CAPITAL MANAGEMENT
HOWARD CAPITAL MANAGEMENT
Roswell, Georgia
50-99 employees
Howard Capital Management, Inc. (HCM) is an SEC-Registered Investment Advisory Firm, offering professional money management services to private clients, brokers, and broker-dealers through separately managed portfolios, retirement tools, self-directed brokerage accounts, and proprietary mutual funds. The investment strategies we use at HCM are tactical and defensive. We believe this management style is a powerful, straightforward solution to navigating market volatility while striving to drive performance and hedge against inflation.
Retirement Benefits Rank
Below Market
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
Woodstock, Georgia
1-24 employees
Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.
Retirement Benefits Rank
Market Leading
SUGARLOAF WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
Duluth, Georgia
1-24 employees
Sugarloaf Wealth Management, LLC is an independent comprehensive financial planning/Registered Investment Advisory firm. We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table. We strive to achieve planning success by providing creative solutions based on each client’s needs.
Retirement Benefits Rank
Market Leading
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OXYGEN FINANCIAL, INC.
OXYGEN FINANCIAL, INC.
Alpharetta, Georgia
1-24 employees
What's The Scoop About oXYGen Financial? You are the CEO of your family finances....You may be getting more information from the internet, but are you really more educated about how to make better decisions with your family finances. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves. http://www.oXYGenFinancial.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org
Retirement Benefits Rank
Below Market
FREEDOM WEALTH PARTNERS, INC.
FREEDOM WEALTH PARTNERS, INC.
Kennesaw, Georgia
1-24 employees
FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.
Retirement Benefits Rank
Market Laggard
ACCOUNT CONSULTING, LLC
ACCOUNT CONSULTING, LLC
Alpharetta, Georgia
1-24 employees
We Practice the BUSINESS of LAW. Providing information and expertise to give you peace of mind. ABOUT ABACUS Our staff of accountants, payroll professionals and seasoned business executives has over 200 years of collective experience. We have helped numerous firms bolster their revenue stream, reduce their costs, and operate more efficiently. Let us do the same for you. WHO NEEDS US? Attorneys starting a firm Firms experiencing growing pains Firms needing to improve their bookkeeping OUR SERVICES Bookkeeping Whether you are starting a new law firm or have found yourself spending too much time doing bookkeeping, Abacus Advisors can provide a comprehensive bookkeeping solution. Our focus on law firms has allowed us to: * Develop services specifically for law firms * Become subject matter experts * Provide personalized service with real human contact Our law-firm-focused services include: * Monthly reconciliations including client-level accounting for client costs * and Trust transactions * Bill-pay for firm and client expenses * Settlement support for plaintiff firms * IOLTA clean-up to reconcile IOLTA balances with client information Payroll We take the work out of payroll by providing you a single point of contact for all things payroll. Gone are the days of logging into a portal and dealing with employee changes to their withholding amounts. We do all of that for you. Contact ABACUS Today (404) 596-7460 www.abacusadv.com
Retirement Benefits Rank
Top Benefits
EVERGREEN CONSULTING, INC.
EVERGREEN CONSULTING, INC.
Chattanooga, Tennessee
1-24 employees
Corporate and individual consultations on Personal Location and business conditions using proprietary technology developed by Evergreen Consulting. The Personal Location technology is the result of an ongoing research project begun in 1991 to understand the relationship between personal experience and personal location. The practical value of this project is a mathematical method to identify personal locations for a specific individual that are optimum for performance in terms of mental clarity and reaction times. Other effects such as comfortable, beautiful, “feels like home” can be identified for vacation or retirement. The business cycle indicators were developed by Evergreen and have been used since 1994. These indicators have proven to be very good predictors of general business conditions, especially the consumer confidence index.
Retirement Benefits Rank
Below Market
REDWOOD WEALTH MANAGEMENT, LLC
REDWOOD WEALTH MANAGEMENT, LLC
Alpharetta, Georgia
1-24 employees
Wipfli Financial Advisors, LLC is excited to announce that they have acquired Redwood Wealth Management, LLC. Your wealth is simply a means to an end. A way to live the life you desire. True wealth management helps you design solutions for your own set of financial challenges with the ultimate goal of helping you achieve that life. The advisors at Redwood take a personalized approach in helping you preserve, enhance, and ultimately transfer your wealth according to your own unique set of values and desires. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offer solutions for all areas and stages of your life. Redwood Wealth Management is a fee-only, independent advisory firm in Alpharetta, Georgia.
Retirement Benefits Rank
Market Competitive
GOODWIN INVESTMENT ADVISORY, LLC
GOODWIN INVESTMENT ADVISORY, LLC
Woodstock, Georgia
1-24 employees
Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, and Justin are CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own personal money. Our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our clients' quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want. Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline. *We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by around Woodstock for 4 years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you!
Retirement Benefits Rank
Top Benefits