View Profile
Phelps Financial Group
- 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.”
Best Financial Advisors in Kennesaw, GA
24 firms listed · 12 in Kennesaw · 1 open 24/7 · 4 open weekends · 18 rated 4.5+
Data verified October 19, 2026
View Profile
Parrish Capital
View Profile
Henssler Cpas & Advisers
“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.”
View Profile
Payne Financial Management
“Great people”
View Profile
Executive Planning Services
“The best executive planning service that I have ever used!”
View Profile
Ross Accounting & Financial Services
The 24 firms listed for Kennesaw, 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: Kennesaw, GA
Of the 24 firms we list here, 12 are in Kennesaw itself and 12 come from towns including Atlanta (5, 21 mi), Marietta (3, 7 mi) and Woodstock (2, 8 mi). 18 of the firms on this page have a rating, from 4.5 to 5.0 across 629 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), responsiveness (77%) and quality (73%). 1 is open around the clock; 4 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), income planning (2), legacy planning (2), tax planning (2) and wealth management (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 30 years. 1 offers urgent consultations; 1 offers remote or virtual consultations and 1 offers a free initial consultation. 1 has Spanish-speaking staff. 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 firms listed for Kennesaw take financial planning bookings online?
10 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
View Profile
Krause Wealth Management Group
“Good guy”
View Profile
Schumpert Investments
View Profile
Engels Financial Group
View Profile
Balance Wealth Partners
View Profile
Eissman Wealth
View Profile
Freedom Wealth Partners
View Profile
Wiser Wealth Management
- Company
- Retirement
- Questions
“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.”
View Profile
Nicholas Wealth Management
- Confidence
- Team
- Market
“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.”
View Profile
Investor Friendly CPA
- Asset
- Tax Planning
- Strategies
“We did not know much about it, and were using a regular CPA, not knowing that it was hurting us, as we were not getting the tax benefits we were supposed to.”
View Profile
AEI Accounting & Tax Services
- Financial
- Team
“I've been a client of AEI Accounting for several years and would describe this company as responsive, knowledgeable and professional … with a real personal and friendly feel.”
View Profile
Her Crown Accounting & Business Solutions
- Structure
- Income
- Learning
“?! This is my fourth month of working with Tamika and she does not disappoint so far she helped me pay off my student loans more than triple my business savings & income”
View Profile
Georgia Financial Advisors
- Knowledge
- Goals
- Team
“If I didn't understand something fully, he would gladly explain again to make sure I was okay and understood what the investments would consist of and how they worked.”
View Profile
Strategic Stewardship
- Partnership
- Values
- Retirement
“I have been working with Ed Fortier and his team at Strategic Stewardship for the last eight years, and without a doubt, I wholeheartedly endorse them!”
View Profile
Asset Management Group
- Funds
- Assets
- Company
“Asset Management Group has always gone above and beyond for each and every client by providing an elevated level of investment insight that is truly tailored to fit each clients specific needs.”
View Profile
Ramone Preston Enterprises
- Goals
- Holding Company
- Business Coach
“We feel very confident that we can count on Ramone Preston and associates to always deliver expert and professional advice in many areas, particularly in real estate and coaching.”
View Profile
Timewise Financial
- Goals
- Wealth
“I called them to just get an initial insight but the level of depth Matthew has gone to and clearly telling me about the concerns I had was very much commendable.”
View Profile
Active Wealth Management
- Information
- Insightful
- Ford
“Ford was very helpful, his radio show is top tier.”
View Profile
Senior Financial Planning
“Tim and his team helped us with retirement advice and finances.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
