Best Financial Advisors in Kennesaw, GA

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the Kennesaw area.

MCP & Associates - Accounting & Tax Firm

MCP & Associates - Accounting & Tax Firm

(50)
  • Words
  • Tax Return
  • Company
“She was able to piece together my mess of a situation and get it filed within 2 weeks, my last accountant was going on 4 months with nothing submitted to IRS.”
In Business Since 2012
4255 Wade Green Rd NW Suite 520, Kennesaw, GA 30144
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CFO Navigator

CFO Navigator

(19)
​, ​consulting & Advisory, Tax
“Robert and his staff at CFO Navigator have done an outstanding job helping our business grow by organizing, and more importantly, understanding our financial data.”
In Business Since 1998
Offers Financing Options
732 Kennesaw Ave NW #210, Marietta, GA
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Georgia Tax Resolution Group

Georgia Tax Resolution Group

(27)
Tax Plan, Consultation, Tax Help
“Rosine has earned my total trust and respect for keeping me in line with the never ending changes and worries of tax compliance and liabilities for the past 25 years.”
In Business Since 2021
Free Initial Consultation
125 Townpark Dr Suite 300, Kennesaw, GA
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Phelps Financial Group

Phelps Financial Group

(23)
  • Goals
  • Options
  • Retirement
“I am happy, to say my long time Participation with the Phelps Financial Group is an evolving financial design providing ongoing liquidity in my retirement epoch.”
In Business Since 2011
1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152
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Bison Wealth

Bison Wealth

(1)
Financial and Retirement Planning, Buy/Sell Agreements, Business Succession Planning
“I have been with John several years now and am totally satisfied.”
In Business Since 2009
Licensed, BBB Rating: A+
1300 Ridenour Blvd #221, Kennesaw, GA 30152
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Vanetta Stringfield Keyes, CPA

Vanetta Stringfield Keyes, CPA

(2)
Strategic Business Planning, Part-Time CFO Services, Payroll
“Having multiple business ventures and a family, we have finally found the CPA firm for many years to come.”
Free Initial Consultation
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
1275 Shiloh Rd NW #2660, Kennesaw, GA 30144
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One Atlanta Tax Solutions

One Atlanta Tax Solutions

(6)
  • Plan
  • Financial
  • Wealth
“I recommend this team to anyone whether they already have a solid financial plan with wealth protection strategies or even to individuals who are interested in learning more about options for financial planning.”
In Business Since 2023
1275 Shiloh Rd NW #2220, Kennesaw, GA 30144
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Hope Business Solutions Group

Hope Business Solutions Group

(5)
  • Expertise
  • Credit
  • Management
“Whether you are an individual seeking personal financial planning or a business owner looking to optimize your financial strategies, this consultancy firm has the knowledge, experience, and dedication to help you achieve your goals.”
In Business Since 2019
1300 Ridenour Blvd Suite 122, Kennesaw, GA 30152
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Parrish Capital

Parrish Capital

Financial Planning, Wealth Management
“At its fundamentals, financial planning seeks to ensure that your money lasts longer than you do. We work to ensure that you are set up for the future – whether it be retirement, a college fund, or that next big life event. Parrish Capital works with...”
In Business Since 2014
Remote Consultations Available
1619 Collins Rd NW Suite 100, Kennesaw, GA 30152
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Henssler Cpas & Advisers

Henssler Cpas & Advisers

(2)
“Melanie Wells, Zach Alexander, Jessie Thomas, and the rest of the Team are not only knowledgable wealth managers and tax advisors, but 1st class people as well.”
In Business Since 1996
3735 Cherokee St NW, Kennesaw, GA 30144
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Payne Financial Management

Payne Financial Management

(1)
“Great people”
In Business Since 2001
125 Townpark Dr Suite 300, Kennesaw, GA 30144
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Executive Planning Services

Executive Planning Services

(1)
“The best executive planning service that I have ever used!”
In Business Since 2004
Licensed
1815 Old 41 Hwy NW Suite 380, Kennesaw, GA
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Ross Accounting & Financial Services

Ross Accounting & Financial Services

“Ross Accounting & Financial Services Inc is a full service tax preparation and financial service firm. We take pride in the ability to combine tax and investment planning*, which allows us to provide you with the highest level of service at an afford...”
In Business Since 2001
Accepts All Major Credit Cards
3745 Cherokee St NW #702, Kennesaw, GA 30144
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Krause Wealth Management Group

Krause Wealth Management Group

(1)
Estate Planning, Risk Management, Portfolio Management
“Good guy”
In Business Since 2011
1690 Stone Village Ln NW # 301, Kennesaw, GA 30152
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Padgett Business Services

Padgett Business Services

(1)
“Padgett Business Services is always attentive and responds quickly to questions.”
In Business Since 2017
800 Kennesaw Ave Suite 240, Marietta, GA
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Schumpert Investments

Schumpert Investments

“Are you looking for a caring Investment Adviser Representative in Kennesaw, Georgia? If so, then look no further. We are passionate about what we do. We are committed to serving people in the area of finance. Our passion and commitment originate from...”
In Business Since 2020
Transparent Fees & Pricing
3984 Madison Main, Kennesaw, GA 30144
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Freedom Wealth Partners

Freedom Wealth Partners

“Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. O...”
In Business Since 2012
1690 Stone Village Ln NW #221, Kennesaw, GA 30152
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Eissman Wealth

Eissman Wealth

“Investment advisory services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisor. Eissman Wealth Management, LLC and Sound Income Strategies, LLC are not associated entities.”
In Business Since 2014
114 Townpark Dr Suite 175, Kennesaw, GA 30144
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Balance Wealth Partners

Balance Wealth Partners

“At Balance Wealth Partners, our customized plans aim to strike a balance between saving for retirement and comfortable, intentional living along the way. Obviously, we want you to enjoy a secure, carefree retirement, but we also want you to live conf...”
In Business Since 2017
125 Townpark Dr Suite 300, Kennesaw, GA
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Strategic Bundles

Strategic Bundles

“For over 30 years, our independent investment advisory firm has helped individuals, business owners and families live confidently in every season of life. We'll help you plan to cover essential expenses, determine how to fund your ideal lifestyle, pr...”
In Business Since 2010
2015 Barrett Lakes Blvd Suite 101, Kennesaw, GA 30144
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Engels Financial Group

Engels Financial Group

“He utilizes his team of advisors and professionals to coordinate and ensure a completely customized plan for all of his client's affairs: income, financial, legal and tax. He is a strong advocate for the implementation and utilization of this trinity...”
In Business Since 2016
125 Townpark Dr, Kennesaw, GA
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Wiser Wealth Management

Wiser Wealth Management

(50)
Legacy Planning, Retirement Planning, Wealth Management
“I approached Casey and his team to help me get a better handle on our long term finances and planning to help ensure we were on track to meet our long term goals.”
Remote Consultations Available
In Business Since 2004
Licensed, BBB Accredited
125 Church St #220, Marietta, GA
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Paragon Accounting & Tax Solutions

Paragon Accounting & Tax Solutions

(48)
Business Year End Tax Prep, Past Business Tax Return Review, Payroll
“This is one of the best moves I have made to transfer my business to Paragon Accounting, and I would like to point out that the staff is very professional.”
Transparent Fees & Pricing
In Business Since 2013
Licensed, BBB Rating: A+
Serving Kennesaw Area
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Nicholas Wealth Management

Nicholas Wealth Management

(38)
Tax Planning, Investment Planning, Retireready™ Plan
“Nicholas and his team listened to our financial goals and provided a very clear analysis of where we would stand financially at and many years beyond retirement.”
In Business Since 2015
Licensed, BBB Rating: A+
218 Roswell St NE Suite 200, Marietta, GA
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Retirement Planning and Investment Management Services in Kennesaw, GA Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 533 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 533 cost profiles.

Why these companies made our list

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