Fully Financial
“Actually, most of my friends are using the same service and we have no hesitation to recommended them to more friends.”
Best Financial Advisors in Athens, GA
15 firms listed · 13 in Athens · 8 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Turner and Patat
“Turner & Patat have worked with our businesses for many years, and have never failed to impress with their professionalism, courtesy, and hard work.”
Elwood & Goetz Wealth Advisory Group
“They consistently go above and beyond the call of duty in providing expert advice, strategy, and overall care.”
Mitchell Investment Group
“The team here has been extremely helpful in helping me understand the benefits of investing early and how to do so properly.”
Brown & McCook
“I have thoroughly enjoyed and benefited from their creative approach and responsiveness.”
Fintrust Capital Advisors
The 15 firms listed for Athens, GA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Athens, GA
Of the 15 firms we list here, 13 are in Athens itself and 2 come from Watkinsville (6 mi). 9 of the firms on this page have a rating, from 4.4 to 5.0 across 69 reviews; 8 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and retirement planning (2). 2 show a license on their websites and 1 lists staff certifications (CFP). Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 13 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Athens listed here?
13 of the 15 firms are located in Athens. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Highland Trust Partners
“They are willing to work with my families goals and offer a broad range of services.”
Elevate Wealth Advisory
Wealth Academy of Georgia
“She went through some investment options and explained the difference between them.”
Posey Woodruff Group of Synovus Securities
Stable Waters Financial
Eldercare Planning Council
Vision Financial Concepts
Allgood Financial Advisory
Trademark Capital
Why these companies made our list
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