Philip L. Manley CPA
“Phil's staff was able to prompt the IRS to finally send my refund on a return submitted April 2022.”
Best Financial Advisors in Buford, GA
15 firms listed · 8 in Buford · 3 open weekends · 11 rated 4.5+
Data verified October 19, 2026
Wealth 360
Frank Passmore, Certified Financial Fiduciary
“A colleague recommended Frank Passmore's market reports, which provided monthly insights to help me make financial decisions.”
Paramount Investment Advisors
“I love working with Ethan I highly recommend if you are looking for a business loan contact Ethan he can have a approval within 24hours.”
White Oak Wealth Management
Triplem Money Management Matters
The 15 firms listed for Buford, 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: Buford, GA
Of the 15 firms we list here, 8 are in Buford itself and 7 come from towns including Cumming (4, 10 mi), Sugar Hill (1, 3 mi) and Suwanee (1, 6 mi). 12 of the firms on this page have a rating, from 4.3 to 5.0 across 144 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 14 list a public email and 3 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.
Why are financial advisers outside Buford listed here?
8 of the 15 firms are located in Buford. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Chris Hardy, CFP , EA, AIF , Chfc , CLU
Limmer Wealth Management
PAZ Enterprise Services
“100% Recommended, TPS process, work and social permit, it was fast and everything arrived without any setbacks!!”
Financial Consultants Group
“David Fountain understands the market, explains things in a way that's easy to understand, uses great analogies to keep me focused on the long-term, is a great listener, and is supported by a phenomenal staff.”
Jon W Newcomer, CPA
“Highly recommended for any business owner.”
Map To Financial Security
“His guidance toward goals for retirement has been most helpful, and are all spot on.”
Provider Planning
“The next thing you will want to do is to work with Chris Sands and his team at Provider Planning because he will thoroughly explain to you how to improve your cash flow and how to, with discipline, pay off debt.”
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U.S. Asset Management
“David Cross gives his total attention to his clients while explaining his reasons for investment choices he feels best fit individual needs.”
Wealth Management Outfitters
“He puts his clients first, even when it's not the best for himself.”
Why these companies made our list
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