RBM Wealth Management Group
“As a result of Brett's hard work and guidance, we now feel comfortable and confident with the status of our estate going into the future and for our beneficiaries.”
Best Financial Advisors near Newnan, GA
We have 4 firms in Newnan on file. Only the highest-rated make our list: 3 of them made it, along with 11 from towns including Peachtree City (7, 12 mi), Tyrone (2, 12 mi) and Palmetto (1, 12 mi).
Data verified October 19, 2026
Avery and Pope Wealth Management
Lifeplan Financial Advisors
Cornerstone Wealth Partners
“From working with the previous broker for my 401k account, and with me to coordinate all docs and the transfer of funds, the entire process was made as simple and painless as possible.”
Dunlap & Associates Wealth Management
“He has a very welcoming and trusting personality that makes his clients feel comfortable while sharing their financial data.”
KL Financial
“Kim and team always keep you informed of changes in the tax and what that resulting changes require and the active results.”
The 14 firms listed for Newnan, 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: Newnan, GA
7 of the 14 firms on this page have a rating, from 4.0 to 5.0 across 29 reviews; 6 are rated 4.5 or higher. 10 have ten or more years of experience, the longest 19 years. 2 offer a free initial consultation. We have a website on file for all 14 of the firms on this page; 12 publish a contact page; 9 list a public email and 2 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 Newnan listed here?
3 of the 14 firms are located in Newnan. 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.
Arch Advisory Group
“I highly recommend them to anyone looking for a knowledgeable and professional insurance and financial advisory group.”
Anson Analytics
Affinity Planning Partners
Dan Ahart & Associates, Cpas
Wealthcare Financial Group
Hollowell Financial Group
Vetworth
Integrity Financial Solutions
Why these companies made our list
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