Best Financial Advisors in Brookhaven, GA

The highest-rated Financial Planning & Wealth Management companies out of 123 vetted & reviewed in the Brookhaven area.

Letson Investment Management

Letson Investment Management

(4)
Trust Asset Management, Investment Tax Planning, Fee-Only Financial Advisor
“They are thoughtful and take all of your investment goals into consideration.”
In Business Since 2005
Free Initial Consultation
48 W Brookhaven Dr NE, Atlanta, GA
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Ironclad Wealth Management

Ironclad Wealth Management

“Patrick knows that he can't do it all alone. He has partnered with One Seven to help realize his and his clients' dreams. One Seven provides compliance, technology, and investment resources to help support Ironclad Wealth Management's daily activitie...”
In Business Since 2019
Transparent Fees & Pricing
1566 N Druid Hills Rd, Brookhaven, GA
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Gibbs Financial Group & Gibbs Wealth Management

Gibbs Financial Group & Gibbs Wealth Management

(30)
  • Knowledge
  • Integrity
  • Retirement
“I've spent countless hours with Bo Gibbs in both professional and casual settings and I can attest to his integrity, honesty and commitment to his clients.”
In Business Since 2017
CRD# 281621
3980 Old Milton Pkwy, Alpharetta, GA
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Investor Friendly CPA

Investor Friendly CPA

(30)
Business Services, Bookkeeping, Tax Services
“Ashish and his team have been extremely helpful in advising on wealth building strategies by investing in short-term rentals to reduce tax on earned income and how to reduce our tax on capital gains from commercial property sales using opportunity zo...”
In Business Since 2017
Transparent Fees & Pricing
Emergency Services
5724 Kayron Dr, Atlanta, GA
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Fricke & Associates

Fricke & Associates

(29)
Tax Returns & Plannings, Tax Resolution, Representation Before Taxing Authorities
“After a couple years of less than satisfactory experiences from a large chain tax preparation service, I was referred to Fricke & Associates, not only because of their stellar reputation, but also their expertise in aiding film and TV industry profes...”
Offers Financing Options
In Business Since 2003
Accepts All Major Credit Cards
CPA Certified
Serving Brookhaven Area
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MMA CPA Accounting Firm

MMA CPA Accounting Firm

(30)
Services For Quickbooks, Services For Individuals, Industries
“They've got the patience to figure out complicated tax situations and have successfully navigated me through the painful process of taxes for several years.”
Free Initial Consultation
In Business Since 2018
Offers Financing Options
Transparent Fees & Pricing
Serving Brookhaven Area
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Manay CPA INC

Manay CPA INC

(23)
, Services For Quickbooks
“Joshua was able to answer my question, but what was very impressing to me about Mr Joshua was his deliverence and how he was very knowledgeable and pleasant on the phone.”
Free Initial Consultation
In Business Since 2016
Transparent Fees & Pricing
Accepts All Major Credit Cards
1995 N Park Pl SE Suite 400F, Atlanta, GA
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Fortune Financial Accounting

Fortune Financial Accounting

(18)
Industries, Business Services, Services For Individuals
“Before meeting Lindsee I was struggling with my payroll and taxes for my small business but with her expertise and competence I can now focus more on building and growing my business.”
Free Initial Consultation
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
2221 Peachtree Road Suite NE, X6, Atlanta, GA
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Ross Lane & Company

Ross Lane & Company

(1)
Services For Quickbooks, Services For Individuals, Industries
“If you want it done right, go to Ross Lane.”
Free Initial Consultation
In Business Since 1957
Transparent Fees & Pricing
Licensed, BBB Rating: A+
9040 Roswell Rd Ste 450, Atlanta, GA
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Supreme Financial Group

Supreme Financial Group

(23)
Tax Resource Center, SFG Client Portal Login, Track Your Refund
“This is why they have me as a client and a customer for the rest of time and I will definitely recommend to everyone, and I have recommend them to everyone I know as a matter of fact.”
In Business Since 2017
Licensed, BBB Accredited
Serving Brookhaven Area
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Ellsworth Hawkins Tax & Accounting

Ellsworth Hawkins Tax & Accounting

(1)
Quicktuneup, Why Quickbooks, Tax Preparation
“Great tax preparers!”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 2002
Offers Financing Options
Serving Brookhaven Area
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Solley Financial Services

Solley Financial Services

(30)
  • Market Trends
  • Managing
  • Investments
“My wife and I have worked with Bob for nearly 10 years and he has been the utmost professional in helping us plan and strategize for long term growth and risk management.”
In Business Since 2003
1105 Powers Pl, Alpharetta, GA
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Wiser Wealth Management

Wiser Wealth Management

(30)
  • Communication
  • Goals
  • Family
“I had an initial consultation at no cost, had a 2nd phone meeting at no cost, they provided superb financial advise, are a fiduciary company, and their fees are completely reasonable.”
In Business Since 2004
Accepts All Major Credit Cards
125 Church St #220, Marietta, GA
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David Bradford: Financial Advisor – Drive Planning

David Bradford: Financial Advisor – Drive Planning

(30)
  • Taxes
  • Success
  • Goals
“David Bradford and his team at Drive Planning helped us to really understand some new financial strategies that have us on our way to a successful retirement.”
In Business Since 2020
8000 Avalon Blvd Suite 204, Alpharetta, GA
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AEI Accounting & Tax Services

AEI Accounting & Tax Services

(22)
Tax Planning, Payroll Services, Accounting
“Had a great experience Ms Amy has done my taxes for years pleasant work on time very efficient great work I would recommend for anyone who wants taxes or any accounting done”
In Business Since 2014
Se Habla Español
Accepts All Major Credit Cards
400 Galleria Pkwy #1500, Atlanta, GA
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SBS Accounting & Advisors

SBS Accounting & Advisors

(22)
Quickbooks Solutions, Cash Flow Management, Bookkeeping & Accounting
“Jonathan and Daniel Bill at Sound Business Services exceeded our wildest dreams in efficiency, honesty, "bean-counting" and really caring about our small business.”
In Business Since 2019
Transparent Fees & Pricing
Accepts All Major Credit Cards
3350 Riverwood Pkwy Ste 1900, Atlanta, GA
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Ty J. Young

Ty J. Young

(25)
  • Portfolio
  • Mind
  • Call
“Great value excellent quality super professional and honest employees from start to finish on each and every meeting for the pass 20yrs God Bless and keep on keeping own the the way you do business.”
In Business Since 2002
Transparent Fees & Pricing
3350 Riverwood Pkwy Suite 1125, Atlanta, GA
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Steele Law Firm

Steele Law Firm

(25)
  • Communication
  • Family
  • Estate Planning
“The professionalism that was shared during the process for establishing my last will and testament was exceptional and what one can expect from this group.”
In Business Since 2018
Family Business
376 Powder Springs St Suite 130, Marietta, GA
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Cumberland Financial Group

Cumberland Financial Group

(4)
Meet the Team
“Carey has been my CPA for years.”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
445 Manget St SE Suite 200, Marietta, GA
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Jimmy Terrazas

Jimmy Terrazas

(24)
  • Taxes
  • Understanding
  • Questions
“I've been going to Jimmy for years to do my taxes, and he's the only guy I trust!”
In Business Since 2017
Se Habla Español
3455 Peachtree Rd NE, Atlanta, GA
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Incompass Financial Partners

Incompass Financial Partners

(3)
Who We Serve
“I've come to know and appreciate Karen over the past six months, and I'm very impressed with her expertise and knowledge.”
In Business Since 1998
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
4994 Lower Roswell Rd # 4, Marietta, GA
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Loyal Communications

Loyal Communications

(4)
Services For Quickbooks, Services For Individuals, Industries
“Thank you for assisting me with getting my taxes done, I appreciate you going above and beyond to straighten out my medical expenses with one of my employers and helping me find that 1095 form.”
In Business Since 2022
Offers Financing Options
Transparent Fees & Pricing
585 Lovejoy St NW, Atlanta, GA
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Protax Plus Financial Services

Protax Plus Financial Services

(16)
Non-Profit Organizations, Bank Financing, Part-Time CFO Services
“We want to thank Protax Plus Financial Services for a great presentation at Riverside Community Baptist Church Virtual Tax and Finamcial Freedom workshop.”
Free Initial Consultation
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
Serving Brookhaven Area
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Moore Colson Cpas and Advisors

Moore Colson Cpas and Advisors

(2)
“Would not want to work for another public accounting firm.”
In Business Since 1984
Family Business
Licensed, BBB Rating: A+
600 Galleria Pkwy SE #600, Atlanta, GA
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Retirement Planning and Investment Management Services in Brookhaven, GA Cost Estimates

Minimum cost
$1052
Maximum cost
$8937
National Average
$3154
Avg Per Hour Rates
$316
$2103
$5783
Fair price range is based on 496 cost profiles
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Average Cost $3154
Minimum cost $1052
Maximum cost $8937
Avg Per Hour Rates $316

Fair range $2103 to $5783 is based on 496 cost profiles.

Why these companies made our list

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