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CPA financial planners in Georgia

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

54 advisors

Focus Advisory
36yrs
John Howard
Financial advisor
Gainesville, GA
Top 7% by experience nationwide
CFP®CPA/PFS
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Merit Financial Advisors
34yrs
Robert Birgen
Financial advisor
2400 Lakeview Parkway Suite 550
Alpharetta, GA 30009
Top 7% by experience at Merit Financial Advisors
CFP®CPA/PFSFiduciary
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One Source Advisory Services
32yrs
Erwin Matthews
Financial advisor
One West Court Square Suite 750
Decatur, GA 30030
Top 9% by experience in Decatur
CPA/PFSFiduciary
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Stifel, Nicolaus & Company
32yrs
Dan Anderson
Financial advisor
233 12th Street, Suite 100-A
Columbus, GA 31901
Top 13% by experience nationwide
CPA/PFSFiduciary
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Paraklete Financial
31yrs
Susan Tillery
Financial advisor
Kennesaw, GA
Top 14% by experience in Georgia
CPA/PFSFiduciary
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Ameriprise Financial Services
31yrs
David Sandstrom
Financial advisor
1202 Bombay Ln
Roswell, GA 30076
Top 14% by experience in Georgia
CPA/PFS
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Investsouth Financial Services
31yrs
Thomas Downs
Financial advisor
Marietta, GA
Top 15% by experience in Georgia
CPA/PFSFiduciaryFee-only firm
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Hankinson Wealth Advisors
31yrs
James Hankinson
Financial advisor
1041 Parkside Commons Suite 103
Greensboro, GA 30642
Top 15% by experience in Georgia
CFACFP®CPA/PFS
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Money Concepts Advisory Service
30yrs
Marion Delaplaine
Financial advisor
3091 Governors Lake Drive Suite 420
Peachtree Corners, GA 30071
Top 16% by experience in Georgia
CPA/PFS
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Osaic Advisory Services
29yrs
Kim James
Financial advisor
2300 Windy Ridge Parkway Suite 750
Atlanta, GA 30339
Top 17% by experience in Atlanta
CFP®CPA/PFSFiduciary
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Saylor Investment Advisors
29yrs
Clarence Saylor
Financial advisor
1175 Peachtree Street NE Suite1450
Atlanta, GA 30361
Top 19% by experience in Atlanta
CPA/PFSFiduciaryFee-only firm
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Nexus Capital
28yrs
Afzal Mithwani
Financial advisor
1142 Satellite Blvd Suite 100-A
Suwanee, GA 30024
Top 19% by experience in Suwanee
CPA/PFS
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CPA Wealth Advisors
27yrs
Howard Alpern
Financial advisor
5565 Glenridge Connector Suite 825
Atlanta, GA 30342
Top 23% by experience in Atlanta
CPA/PFSFiduciary
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BT Financial Services
27yrs
Jeffrey Call
Financial advisor
3300 Riverwood Parkway Suite 700
Atlanta, GA 30339
Top 23% by experience in Atlanta
CFP®CPA/PFSFiduciary
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Hurst Wealth Advisors
27yrs
Robert Hurst
Financial advisor
221 Sellers Street
Douglas, GA 31533
Top 23% by experience nationwide
CPA/PFSFiduciaryFee-only firm
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AP Wealth Management
27yrs
Eugene McManus
Financial advisor
1100 Frazier Drive
Augusta, GA 30909
Top advisor by experience at AP Wealth Management
CFP®CPA/PFSFiduciary
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Aprio Wealth Management
26yrs
Adam Venokur
Financial advisor
2002 Summit Boulevard Suite 120
Atlanta, GA 30319
Top 22% by experience at Aprio Wealth Management
CFP®CPA/PFSFiduciary
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Letson Investment Management
26yrs
James Letson
Financial advisor
Atlanta, GA
Top 25% by experience in Atlanta
CPA/PFSFiduciary
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Advisory Services Network
26yrs
Todd Pfleger
Financial advisor
900 Ashwood Parkway Suite 500
Atlanta, GA 30338
Top 25% by experience in Atlanta
CPA/PFS
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Osaic Advisory Services
26yrs
Mark Cirelli
Financial advisor
2300 Windy Ridge Parkway Suite 750
Atlanta, GA 30339
Top 25% by experience nationwide
CFP®CPA/PFSFiduciary
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Cambridge Investment Research Advisors
25yrs
Loren Purvis
Financial advisor
104 S Cherry St.
Ocilla, GA 31774
More experience than 72% of advisors nationwide
CPA/PFSFiduciary
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HB Wealth
24yrs
Philip Clinkscales
Financial advisor
3550 Lenox Rd NE Suite 2700
Atlanta, GA 30326
Top 16% by experience at HB Wealth
CFACFP®CPA/PFS
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Financial Innovations
24yrs
Laura Schilling
Financial advisor
6111 Peachtree Dunwoody Road Suite F101
Atlanta, GA 30328
More experience than 70% of advisors nationwide
CFP®CPA/PFS
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Mercer Global Advisors
24yrs
Nicholas Campbell
Financial advisor
5555 Glenridge Connector Suite 825
Atlanta, GA 30342
Top 20% by experience at Mercer Global Advisors
CFP®CPA/PFSFiduciary
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