Wiser Wealth Management, Inc is a small investment advisory firm headquartered in Marietta, GA, and boasts a solid reputation in the financial industry. With a single office, the firm is home to a team of seven dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. Collectively, they manage an impressive average of $58,330,000 in assets under management per investment advisor, aligning closely with industry standards. Wiser Wealth Management, Inc employs a diverse compensation structure that includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of the firm's assets under management are sourced from employer 401Ks and individuals, highlighting their expertise and success in this specific domain. With a discretionary approach, Wiser Wealth Management, Inc maintains full control and decision-making authority over 99% of the assets they manage. This level of autonomy ensures a tailored and personalized experience for their clients, enhancing their financial outcomes and instilling a sense of trust in the firm's capabilities. Impressively, Wiser Wealth Management, Inc serves over 310 individual clients, effectively overseeing more than $233,320,000 in assets under management. The firm's longevity can be attributed to the dedication and expertise of their seasoned advisors, including Melissa Beach, Brad Lyons, and Casey Smith, who have each played pivotal roles in the firm's success. As Wiser Wealth Management, Inc continues to expand its footprint in the financial advisory landscape, their commitment to delivering exceptional service and maximizing client wealth remains unwavering.

Your Retirement Coach, a prominent local investment advisory firm based in Marietta, GA, is dedicated to helping individuals and employers navigate the complexities of retirement planning. With an impressive client base of over 380 individuals and a total of $287,429,000 in assets under management, they have established themselves as a trusted resource in the field. With a deep understanding of employer 401Ks and individual investments, Your Retirement Coach brings a wealth of experience to the table. Their expertise shines through as approximately 92% of the assets they manage are discretionary, allowing clients to have peace of mind knowing that their financial goals are in capable hands. The firm's compensation structure is designed to align with the clients' best interests and offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment model that suits their needs and preferences. Your Retirement Coach prides itself on its team of five dedicated employees, all of whom provide exceptional investment advisory services. With an average of $57,490,000 in assets under management per investment advisor, they are on par with industry standards. Notably, the firm boasts several long-tenured advisors, including Nicholas Yeomans, Theodore Sanders, and Randall Yeomans, whose extensive experience further enhances the firm's reputation. Whether clients are planning for retirement or seeking guidance on managing their assets, Your Retirement Coach offers personalized strategies and comprehensive solutions to help them achieve financial security and peace of mind.

Wickham Financial & Insurance Services, a small investment advisory firm based in Marietta, GA, serves a diverse clientele of over 270 individuals, managing a total of $124,985,000 in assets. With a solid reputation in the industry, Wickham Financial & Insurance Services specializes in providing comprehensive investment solutions and insurance brokerage services to their valued clients. As a trusted financial partner, Wickham Financial & Insurance Services understands the unique needs and goals of their clients. They excel in managing employer 401Ks and individual portfolios, leveraging their extensive experience in this space. A significant portion of the assets they manage is discretionary, allowing them to make informed investment decisions on behalf of their clients. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests align with those of their clients. With three dedicated employees, including two investment advisory professionals, they maintain a personalized approach to client relationships. Wickham Financial & Insurance Services operates from a single office, where they combine their expertise and cutting-edge resources to provide tailored financial strategies. The firm's average assets under management per investment advisor stands at approximately $62,490,000, reflecting their commitment to delivering quality service on par with industry standards. Notably, Graham Wickham and Michael Beecher, two of the longest tenured registered advisors at Wickham Financial & Insurance Services, bring their extensive knowledge and experience to guide clients towards financial success. With a client-centric focus and a proven track record, Wickham Financial & Insurance Services remains a top choice for individuals seeking expert investment advice and comprehensive insurance solutions in the Marietta, GA area.

Bey-Douglas, LLC Investment Counsel, located in Marietta, GA, is a reputable investment advisory firm catering to a diverse clientele. With a strong focus on personalized service, they have established a solid reputation in the financial industry. Currently, Bey-Douglas manages a substantial portfolio of over $102,940,000 in assets under management, representing the financial interests of more than 90 individual clients. As a small but experienced firm, Bey-Douglas excels in managing employer 401Ks and individual accounts, which account for approximately half of their assets under management. Their expertise in this space has allowed them to develop effective strategies tailored to each client's unique financial goals. A noteworthy aspect of Bey-Douglas's approach is that 95% of the assets they oversee are handled on a discretionary basis. This discretionary management style gives clients peace of mind, knowing that their investments are actively monitored and adjusted according to market conditions. Bey-Douglas's compensation structure offers flexibility, including a percentage of assets under management. This arrangement aligns their interests with those of their clients, fostering a long-term commitment to achieving financial success. With a team of four dedicated employees, all of whom provide expert investment advisory services, Bey-Douglas maintains an average of approximately $25,740,000 in assets under management per investment advisor. Notably, the firm boasts an experienced group of advisors, including George Beylouni, Martin Lysaght, and Edward Moore, who have been with the company for a significant period. Bey-Douglas, LLC Investment Counsel continues to prioritize client satisfaction, providing comprehensive financial guidance and striving to exceed expectations.

Southbridge Advisors, LLC is a prominent local investment advisory firm headquartered in Marietta, GA, with two additional offices. With a team of six dedicated professionals, five of whom specialize in providing top-notch investment advisory services, Southbridge Advisors is committed to helping clients make informed financial decisions. With an average of approximately $49,920,000 in assets under management per investment advisor, Southbridge Advisors maintains an industry-average standing in terms of asset management. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for clients. While 401(k) and individual accounts make up less than 30% of their assets under management, Southbridge Advisors possesses the expertise to efficiently manage employer funds. The firm operates under a discretionary approach, managing 100% of the assets entrusted to them. With a robust client base of over 140 individuals, Southbridge Advisors oversees a substantial $249,620,000 in assets under management. The firm takes pride in its team of experienced advisors, with Jane Nowak, Louis Brown, and Jerold Sniderman being some of the longest-tenured professionals contributing their expertise to the firm's success. Southbridge Advisors, LLC strives to provide exceptional financial guidance and wealth management services to their clients. Through their comprehensive knowledge, dedication, and personalized approach, they aim to help individuals and organizations achieve their financial goals and secure a prosperous future.

American Financial Advisors, LLC, based out of Marietta, GA, is a highly reputable local investment advisory firm. With over 650 individual clients and more than $777,097,000 in assets under management, they possess a wealth of experience in the financial industry. Serving clients throughout the region, American Financial Advisors specializes in managing assets for high-net-worth individuals. Despite 401K and individual accounts constituting less than 30% of their assets under management, the firm is fully equipped to handle employer funds. They offer discretionary management for 100% of the assets they oversee, providing clients with comprehensive and personalized financial solutions. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, American Financial Advisors ensures that their clients receive tailored and transparent services that align with their unique needs and preferences. Committed to excellence, American Financial Advisors boasts a team of seven dedicated professionals, five of whom specialize in providing investment advisory services. With an impressive average of approximately $155,420,000 in assets under management per investment advisor, the firm surpasses the industry average, reflecting their expertise and commitment to delivering exceptional results. Among their accomplished team, Michael Stark and Michael Coelho stand out as two of the firm's longest-tenured registered advisors. Their extensive knowledge and experience contribute to American Financial Advisors' reputation as a trusted partner in helping clients achieve their financial goals.

Strickland Davis Advisors LLC is a small investment advisory firm headquartered in Marietta, GA. With a single office location, the firm is dedicated to providing comprehensive investment advisory services. The company boasts a team of three experienced professionals, all of whom specialize in offering expert guidance to clients seeking financial growth and security. With an impressive average of approximately $30,960,000 in assets under management per investment advisor, Strickland Davis Advisors LLC has established itself as a trusted partner in managing clients' wealth. The firm's compensation structure encompasses various methods, including a percentage of assets under management. While less than 30% of their assets under management come from 401K and individual accounts, Strickland Davis Advisors LLC possesses the capability to oversee employer funds. Their management approach is entirely discretionary, as 100% of the assets they handle fall under their discretion. Catering primarily to high-net-worth individuals, Strickland Davis Advisors LLC currently serves over 30 individual clients, whose combined assets under management exceed an impressive $92,878,000. The firm takes pride in its team's longevity, with Michael Strickland, Wayne Davis, and Kendyl Strickland as some of the longest-tenured advisors. Strickland Davis Advisors LLC distinguishes itself as a reliable and knowledgeable partner for individuals seeking personalized investment strategies and comprehensive financial planning. With a commitment to excellence and a wealth of experience, the firm continues to guide its clients toward their financial goals, ensuring their prosperity and peace of mind.

Incompass Financial Partners, LLC, headquartered in Marietta, GA, is a reputable investment advisory firm with a strong presence in the financial services industry. With a client base of over 260 individuals, the company manages an impressive $119,283,000 in assets. Boasting a proven track record, Incompass Financial Partners, LLC has garnered extensive experience in the management of employer 401Ks and individual investments, constituting around half of their assets under management. The firm takes pride in offering personalized, discretionary financial solutions to its valued clients. Led by a team of skilled professionals, Incompass Financial Partners, LLC comprises a total of seven employees, four of whom specialize in providing comprehensive investment advisory services. Their compensation structure is diverse, including a percentage-based model tied to assets under management. With an average of approximately $29,820,000 in assets under management per investment advisor, the firm ensures a high level of expertise and attention to each client's unique financial needs. The longevity of the firm is reinforced by the presence of seasoned advisors such as Austin Downum, Trevor Yochum, and Karen Vining, who have contributed significantly to Incompass Financial Partners, LLC's success. With their deep industry knowledge and commitment to client satisfaction, the firm continues to build lasting relationships while delivering exceptional financial guidance. Incompass Financial Partners, LLC remains dedicated to assisting clients in achieving their financial goals and securing a prosperous future.

Asset Management Group is a reputable investment advisory firm located in Cartersville, GA. With a dedicated team of four employees, including two experienced investment advisors, the company offers comprehensive asset management services. With an impressive average of approximately $11,990,000 in assets under management per investment advisor, Asset Management Group has established itself as a trusted partner for clients seeking to grow and protect their investments. The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management and performance-based fees. This approach ensures that the company's interests are aligned with those of its clients, fostering a strong commitment to delivering optimal results. Asset Management Group serves a broad client base of over 360 individuals, managing assets totaling more than $103,353,000. Their expertise in employer 401Ks and individual investments is particularly noteworthy, as these sources account for roughly half of the assets under management. With a remarkable 96% of the assets they manage being discretionary, clients can trust Asset Management Group to make informed decisions on their behalf. Andrew Nida and Moise Piram, two of the firm's longest-tenured registered advisors, contribute invaluable knowledge and expertise to the team. Their dedication to providing exceptional service and sound financial advice has contributed to the firm's continued success. Located in Cartersville, GA, Asset Management Group operates from a single office, ensuring close collaboration and personalized attention for each client. The company's commitment to professionalism, integrity, and client satisfaction makes them a standout choice for individuals seeking reliable asset management services in the Cartersville area.

Impact Partnership Wealth, LLC, a well-established regional investment advisory firm based in Kennesaw, GA, has been at the forefront of providing comprehensive financial solutions to a wide range of clients. With 37 employees, including 33 dedicated to investment advisory services, they possess the expertise and resources to deliver exceptional results. The firm's investment advisors at Impact Partnership Wealth, LLC maintain an impressive average of approximately $38,490,000 in assets under management, demonstrating their commitment to personalized attention and meticulous portfolio management. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees, ensuring transparency and alignment with clients' best interests. With over 1,050 individual clients and assets under management exceeding $291,965,000, Impact Partnership Wealth, LLC has built enduring relationships based on trust and exceptional service. They have extensive experience managing both employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. The firm's commitment to discretion is reflected in the fact that 100% of the assets they manage are handled on a discretionary basis. This allows their skilled advisors to make informed investment decisions in line with clients' goals and risk tolerance. With 31 offices throughout the region, Impact Partnership Wealth, LLC maintains a strong local presence, serving clients with personalized attention and tailored financial strategies. The firm boasts a team of esteemed advisors, including Benjamin Smith, George Kurtz, and Edward Nolan, who have provided exceptional guidance and service to their clients over the years, contributing to the firm's success and reputation.

Capital Directions LLC, a local investment advisory firm based out of Atlanta, GA, is dedicated to providing comprehensive financial guidance and investment management services. With 25 total employees, they specialize in serving high net worth individuals and have over 1,200 individual clients. Their team of 11 experienced investment advisors assists clients in navigating the complexities of the financial market. With an average of approximately $92,600,000 in assets under management per investment advisor, Capital Directions LLC demonstrates competence compared to industry standards. They offer a diverse compensation structure, including a percentage of assets under management, ensuring a mutual alignment of interests with their clients. The firm manages an impressive total of over $3,860,426,000 in assets, with the majority being discretionary, demonstrating the trust placed in their expertise. Although 401K and individual accounts constitute less than 30% of their assets under management, Capital Directions LLC possesses the necessary capability to manage employer funds. Operating out of two offices, Capital Directions LLC leverages their local presence in Atlanta to provide personalized and accessible service to their clients. With Nathan Pritchard, one of the longest tenured registered advisors, having been with the firm since 2011, the team possesses a wealth of experience and knowledge. As a trusted partner in financial planning and investment management, Capital Directions LLC strives to empower their clients to achieve their financial goals and secure their long-term prosperity.