Wiser Wealth Management
“She took the time to listen to our needs and concerns and devised a comprehensive plan to help us achieve our financial goals.”
Best Financial Advisors in Marietta, GA
23 firms listed · all 23 in Marietta · 14 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Nicholas Wealth Management
“Met David at one of the dinners and it was one of the best decisions to invest with him and his firm.”
Senior Financial Planning
“Tim and his team helped us with retirement advice and finances.”
Baer Wealth Management
Book onlineBook
Corporate Financial Options
“After an hour of talking with John, the burden I have carried for the last 12 years started to slowly fade away, I left my first meeting with him with a huge sigh of relief as I floated away to my car knowing that there is a light at the end of a very dark tunnel.”
Chandler Wealth Management
“Ms Chandler went out her way to help federal employees financially that were being furloughed”
The 23 firms listed for Marietta, 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: Marietta, GA
All 23 firms we list here are in Marietta itself. 14 of the firms on this page have a rating, from 4.5 to 5.0 across 186 reviews; 2 have 50 or more reviews. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), financial planning (2), legacy planning (2) and retirement income planning (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 23 of the firms on this page; 17 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Marietta take financial planning bookings online?
4 of the 23 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.
Yeomans Consulting Group
“They are extremely knowledgeable, responsive, easy to work with and are really good at educating us so that we can understand our whole financial picture.”
Elliott & Associates Wealth Advisors
“I would recommend anyone to call the office for a complementary consultation.”
Incompass Financial
“Taking me through every step and checking in to make sure I'm working towards my goals!”
Masterplan Retirement Consultants
Sentara Capital
“They everything with the customers best interests in mind”
Waterstone Wealth Strategies
“Ben is consistent with communication and always takes the time to explain strategy, answer questions and provide updates.”
American Financial Advisors
Qwickrate
Capital Management Advisors
Southbridge Advisors
Beth Davis Pitt, CPA
Advisorysouth
Narwhal Capital Management
Warnick & Cain
CW Wealth Management
Ovasol Holdings Group
Beon Business
Why these companies made our list
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