Letson Investment Management
“I have done business with Letson Investment Mgt for many years and find them very knowledgeable and their advice is top notch.”
Best Financial Advisors near Brookhaven, GA
We have one firm in Brookhaven on file, and it is on this list, along with 14 from towns including Atlanta (7, 9 mi), Peachtree Corners (1, 8 mi) and Chamblee (1, 11 mi).
1 open 24/7 · 2 open weekends · all 15 rated 4.5+
Data verified October 16, 2026
Ironclad Wealth Management
“I have been working with Patrick and Ironclad for over a year and it has been a great experience all the way around!”
Fricke & Associates
“We have always received honest and reliable service and communication from them has been up to date and relevant.”
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Investor Friendly CPA
“We wouldnt do our taxes without Ashish, Jill and their team !!”
Elm3 Financial Group
“I have had my taxes done by Elm3 for several years and they have been nothing short of great to work with.”
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Hampton Tax and Financial Services
“He has great communication and provides a quick turnaround time which is very convenient, if you have a busy schedule.”
The 15 firms listed for Brookhaven, 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: Brookhaven, GA
The 15 firms on this page are rated from 4.5 to 5.0 across 693 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (92%), value (84%) and quality (80%). 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. 1 lists staff certifications (CPA) and 3 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 24 years. 1 offers urgent consultations; 1 offers payment plans and 4 offer a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 9 list a public email and 6 take 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.
Do any financial advisers listed for Brookhaven offer a free first meeting?
4 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Ntrc Tax & Finance | Tax Return Services in Dekalb County
“For two years they have done my taxes I always have the best experience with great customer service.”
AEI Accounting & Tax Services
“Went beyond and Above to get me all the taxes Deduction I was Entitled to.”
Georgia Financial Advisors
“Daniel has helped me better understand the financial environment and take advantage of the right situations for myself and my business.”
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Her Crown Accounting & Business Solutions
“I've been able to sit for some classes but, out of all the classes I've taken , I can honestly say that this class has been very informative and highly well needed.”
Bella Advisors
“Worked with me through the entire process and made sure my family and I understood.”
Ramone Preston Enterprises
“I would recommend everyone to get on board and learn something, whether it be financially or spiritually.”
Active Wealth Management
“I would recommend his services to anyone in need of someone trustworthy.”
Senior Financial Planning
“Tim and his team helped us with retirement advice and finances.”
Signaturefd
“They host regular web updates on the market and tailor them to clients who may not have a strong financial background.”
Why these companies made our list
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