Canton, GA

Popular Cities

Canton, GA
Join as a Pro

Best Financial Advisors near Canton, GA

We have 3 firms in Canton on file, and all of them are on this list, along with 21 from towns including Alpharetta (9, 17 mi), Woodstock (5, 10 mi) and Roswell (4, 16 mi).

19 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

View Profile
Canton Wealth Partners

Canton Wealth Partners

(14)
  • Strategy
  • Team
  • Managing
“They are not only about managing your wealth but also provide a personal touch around managing the major life decisions such as home buying, college tuition, vehicles, second homes, estate planning, taxes, etc.”
In Business Since 2022
Roswell, GA · 16 mi from Canton
i
View Profile
Financial Focus

Financial Focus

(11)
  • Debt
  • Budget
  • Managing
“Setting up and sticking to a budget is a matter of discipline and financial focus helped us get our priorities in order, commit to sticking to our budget and helped us pay off medical debt in less than 6 months.”
In Business Since 2006
Cumming, GA · 21 mi from Canton
i
View Profile
Five Talents Wealth Management

Five Talents Wealth Management

(3)
“They are not just trying to sell products, but truly want to help you be financially sound both today and for the future.”
In Business Since 2007
200 Eagles Nest Dr #200A, Canton, GA
i
View Profile
Commonwealth Financial Planners

Commonwealth Financial Planners

In Business Since 1998
Roswell, GA · 16 mi from Canton
i
View Profile
Rich & Company

Rich & Company

In Business Since 2023
321 E Main St, Canton, GA
i
View Profile
The Woodville Group

The Woodville Group

In Business Since 2011
Licensed
3760 Sixes Rd Suite 126, Canton, GA
i

The 24 firms listed for Canton, 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: Canton, GA

20 of the 24 firms on this page have a rating, from 4.2 to 5.0 across 525 reviews; 3 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise responsiveness (90%), professionalism (86%) and quality (66%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 1 shows a license on its website and 1 lists staff certifications (CFP). 14 have ten or more years of experience, the longest 28 years. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 17 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 Canton listed here?

3 of the 24 firms are located in Canton. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

View Profile
Ovasol Holdings Group

Ovasol Holdings Group

In Business Since 2020
Marietta, GA · 20 mi from Canton
i
View Profile
David J Bradford: Financial Advisor – More With David

David J Bradford: Financial Advisor – More With David

(50)
  • Investments
  • Strategies
  • Goals
“He is a very knowledgeable financial advisor who is always striving to provide his clients with the best advise and investments for their specific financial needs.”
In Business Since 2020
Alpharetta, GA · 17 mi from Canton
i
View Profile
Elm3 Financial Group

Elm3 Financial Group

(50)
  • Job
  • Taxes
  • Questions
“We began with them as a cost-effective tax preparation service, but expanded our work with them as we gained confidence and an understanding of what they could do.”
In Business Since 2014
Alpharetta, GA · 17 mi from Canton
i
View Profile
Heritage Wealth Planning

Heritage Wealth Planning

(37)
  • Taxes
  • Information
  • Videos
“I've read both of his books which I highly recommend, in fact at the time of this review he was offering a free download for The Tax Bomb In Your Retirement Accounts from his website which also has a wealth of information on retirement, taxes and inv...”
In Business Since 2018
Transparent Fees & Pricing
Alpharetta, GA · 17 mi from Canton
i
View Profile
Solley Financial Services

Solley Financial Services

(39)
  • Market Trends
  • Responsive
  • Job
“I cannot recommend Solley Financial strong enough, nor offer a strong enough encouragement for you to contact Bob TODAY, if you want someone you can trust who will help you in building wealth for your family's financial future.”
In Business Since 2003
Alpharetta, GA · 17 mi from Canton
i
View Profile
Benjamin Yin, Founder/Owner - Generational Financial Partners

Benjamin Yin, Founder/Owner - Generational Financial Partners

(36)
  • Questions
  • Team
  • Career
“My wife and I couldn't be more satisfied with Ben's services as their comprehensive, thoughtful, and client-focused approach has exceeded all our expectations.”
In Business Since 2016
Alpharetta, GA · 17 mi from Canton
i
View Profile
Strategic Stewardship

Strategic Stewardship

(31)
  • Goals
  • Team
  • Values
“During those years I became a widow and Michael has been more than helpful in walking me through the many necessary steps to put me on a safe and stable financial path.”
In Business Since 2007
Accepts All Major Credit Cards
Woodstock, GA · 10 mi from Canton
i
View Profile
Bella Advisors

Bella Advisors

(27)
  • Understanding
  • Retirement
  • Strategy
“They take great pride in educating their clients on financial products and services to best suite your financial goals and objectives which help you to understand what choices you are making.”
In Business Since 2014
Roswell, GA · 16 mi from Canton
i
View Profile
Timewise Financial

Timewise Financial

(24)
  • Goals
  • Wealth
“Together we are planning out strategies to save for my retirement, and with the help of marvelous Matthew, it looks like I will be able to retire from my flourishing floral company 5 years earlier than I initially charted!”
In Business Since 2009
Woodstock, GA · 10 mi from Canton
i
View Profile
Georgia Advisory Group

Georgia Advisory Group

(15)
  • Team
  • Confidence
  • Retirement
“Unfortunately, I missed being with them during the pre-2022 boom times but they have navigated well through the 2022 downturn, saving me from enduring the significant losses I would have certainly seen with my previous money manager.”
In Business Since 2014
Transparent Fees & Pricing
Free Initial Consultation
Alpharetta, GA · 17 mi from Canton
i
View Profile
SW Financial Group

SW Financial Group

(12)
  • Payroll
  • Planning
“When I moved down here from up north, I needed to find an accountant who could help me with my taxes and give me advice for retirement planning, how to roll over my 401K and such.”
In Business Since 2013
Free Initial Consultation
Woodstock, GA · 10 mi from Canton
i
View Profile
M Wealth Group

M Wealth Group

(14)
  • Insurance Company
  • Life Insurance
  • Questions
“Chelsea and Martin are wonderful because they follow up with me almost every month to check in on how I am doing and they even sent me a financial book that they've written ("Let's Fight About Money").”
In Business Since 2020
Alpharetta, GA · 17 mi from Canton
Featured

Did you hear about this? Tyler Perry put an $800 Million studio expansion on hold because of Artificial Intelligence.. As a business owner or manager, look at how these tools can actually increase efficiency and revenue in your business. #Business #Cashflow #ArtificialIntelligence #Ai...

i
View Profile
Wealth Creation Atlanta

Wealth Creation Atlanta

(17)
  • Team
“He is very good at creating a big picture plan for financial independence and has the experience to counsel the right mindset appropriate for the markets and the inherent volatility that comes with it.”
In Business Since 2000
CFP Certified
Roswell, GA · 16 mi from Canton
i
View Profile
Cherokee Tax Group

Cherokee Tax Group

(6)
“1st class company from start to finish and even took the xtra time to show us how to be better equipped and prepared in the future on maintaining better records to have a much smoother transition when filing our quarterly taxes.”
In Business Since 2011
Free Initial Consultation
Woodstock, GA · 10 mi from Canton
i
View Profile
Locust Lane Partners

Locust Lane Partners

(11)
  • Goals
  • Investment
  • Strategy
“Craig and Nadia made it super easy for me, explained all my options, and now I am looking forward to working with them advising me for all of my personal finances.”
In Business Since 2022
Milton, GA · 15 mi from Canton
i
View Profile
Daner Wealth Management

Daner Wealth Management

(7)
  • Market
  • Investing
“My husband and I have been with Marc Daner as our financial advisor for over 15 years.”
In Business Since 2021
Alpharetta, GA · 17 mi from Canton
i
View Profile
Atlas Investment Advisors

Atlas Investment Advisors

(12)
  • Fee
  • Christian
  • Estate Planning
“After dealing with many salespeople in the industry who want to sell commissioned products or charge large fees for basic services, it was refreshing to talk with someone who is simply trying to provide value to his clients and maximize their financi...”
In Business Since 2020
Family Business
Alpharetta, GA · 17 mi from Canton
i
View Profile
Leveraged Wealth Management

Leveraged Wealth Management

(2)
“I got quotes from multiple advisors and theirs was the best.”
In Business Since 2018
Offers Financing Options
Woodstock, GA · 10 mi from Canton
i
HomeWealth Management AdvisorsGeorgiaCanton, GA

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Financial Advisors near Canton

Popular in Canton

, GA
Back To Top