CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Focus Advisory
Top 7% by experience nationwide
CFP®CPA/PFS
Merit Financial Advisors
34yrs
Robert BirgenFinancial advisor
2400 Lakeview Parkway Suite 550
Alpharetta, GA 30009
Top 7% by experience at Merit Financial Advisors
CFP®CPA/PFSFiduciary
One Source Advisory Services
32yrs
Erwin MatthewsFinancial advisor
One West Court Square Suite 750
Decatur, GA 30030
Top 9% by experience in Decatur
CPA/PFSFiduciary
Stifel, Nicolaus & Company
32yrs
Dan AndersonFinancial advisor
233 12th Street, Suite 100-A
Columbus, GA 31901
Top 13% by experience nationwide
CPA/PFSFiduciary
Paraklete Financial
Top 14% by experience in Georgia
CPA/PFSFiduciary
Ameriprise Financial Services
Top 14% by experience in Georgia
CPA/PFS
Investsouth Financial Services
Top 15% by experience in Georgia
CPA/PFSFiduciaryFee-only firm
Hankinson Wealth Advisors
31yrs
James HankinsonFinancial advisor
1041 Parkside Commons Suite 103
Greensboro, GA 30642
Top 15% by experience in Georgia
CFACFP®CPA/PFS
Money Concepts Advisory Service
30yrs
Marion DelaplaineFinancial advisor
3091 Governors Lake Drive Suite 420
Peachtree Corners, GA 30071
Top 16% by experience in Georgia
CPA/PFS
Osaic Advisory Services
29yrs
Kim JamesFinancial advisor
2300 Windy Ridge Parkway Suite 750
Atlanta, GA 30339
Top 17% by experience in Atlanta
CFP®CPA/PFSFiduciary
Saylor Investment Advisors
29yrs
Clarence SaylorFinancial advisor
1175 Peachtree Street NE Suite1450
Atlanta, GA 30361
Top 19% by experience in Atlanta
CPA/PFSFiduciaryFee-only firm
Nexus Capital
28yrs
Afzal MithwaniFinancial advisor
1142 Satellite Blvd Suite 100-A
Suwanee, GA 30024
Top 19% by experience in Suwanee
CPA/PFS
CPA Wealth Advisors
27yrs
Howard AlpernFinancial advisor
5565 Glenridge Connector Suite 825
Atlanta, GA 30342
Top 23% by experience in Atlanta
CPA/PFSFiduciary
BT Financial Services
27yrs
Jeffrey CallFinancial advisor
3300 Riverwood Parkway Suite 700
Atlanta, GA 30339
Top 23% by experience in Atlanta
CFP®CPA/PFSFiduciary
Hurst Wealth Advisors
27yrs
Robert HurstFinancial advisor
221 Sellers Street
Douglas, GA 31533
Top 23% by experience nationwide
CPA/PFSFiduciaryFee-only firm
AP Wealth Management
Top advisor by experience at AP Wealth Management
CFP®CPA/PFSFiduciary
Aprio Wealth Management
26yrs
Adam VenokurFinancial advisor
2002 Summit Boulevard Suite 120
Atlanta, GA 30319
Top 22% by experience at Aprio Wealth Management
CFP®CPA/PFSFiduciary
Letson Investment Management
Top 25% by experience in Atlanta
CPA/PFSFiduciary
Advisory Services Network
26yrs
Todd PflegerFinancial advisor
900 Ashwood Parkway Suite 500
Atlanta, GA 30338
Top 25% by experience in Atlanta
CPA/PFS
Osaic Advisory Services
26yrs
Mark CirelliFinancial advisor
2300 Windy Ridge Parkway Suite 750
Atlanta, GA 30339
Top 25% by experience nationwide
CFP®CPA/PFSFiduciary
Cambridge Investment Research Advisors
25yrs
Loren PurvisFinancial advisor
104 S Cherry St.
Ocilla, GA 31774
More experience than 72% of advisors nationwide
CPA/PFSFiduciary
HB Wealth
Top 16% by experience at HB Wealth
CFACFP®CPA/PFS
Financial Innovations
24yrs
Laura SchillingFinancial advisor
6111 Peachtree Dunwoody Road Suite F101
Atlanta, GA 30328
More experience than 70% of advisors nationwide
CFP®CPA/PFS
Mercer Global Advisors
24yrs
Nicholas CampbellFinancial advisor
5555 Glenridge Connector Suite 825
Atlanta, GA 30342
Top 20% by experience at Mercer Global Advisors
CFP®CPA/PFSFiduciary