Donaldson Capital Management
“Matt Gladbach and Marcus Bloom are my Advisors and it is great working with them, very sensitive to my needs and goals.”
Best Financial Advisors in Sandy Springs, GA
15 firms listed · 7 in Sandy Springs · 1 open 24/7 · 2 open weekends · 12 rated 4.5+
Data verified October 19, 2026
Reynolds & Reynolds Financial Partners
“When it comes to decisions, Devon knows when to push you but is also respectful of certain boundaries you set.”
Monster Goose Trading
Hdwk
“Some of the most experienced accountants in Atlanta, and definitely the friendliest.”
Lcore Wealth Management
“Leading his team of extremely knowledgeable and talented associates, Robert Omohundro is passionate about helping everyone learn, understand, and realize financial peace of mind.”
Boardwalk Capital Management
The 15 firms listed for Sandy Springs, 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: Sandy Springs, GA
Of the 15 firms we list here, 7 are in Sandy Springs itself and 8 come from towns including Atlanta (5, 12 mi), Peachtree Corners (1, 7 mi) and Alpharetta (1, 11 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 467 reviews; 3 have 50 or more reviews. 1 is open around the clock and 2 are open on weekends. 1 lists staff certifications (CPA) and 1 has a BBB rating of A or A+. 9 have ten or more years of experience, the longest 26 years. 1 offers urgent consultations; 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 9 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.
Do firms listed for Sandy Springs take financial planning bookings online?
3 of the 15 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.
Red Tortoise
Sandy Springs Private Wealth Management
S G Financial Advisors
“Best customer service I m super happy”
Fricke & Associates
“FRICKE immediately engaged with me and the IRS and provided me all of the necessary paperwork to identify myself and resubmitted my return to the IRS before the 15 April deadline.”
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Investor Friendly CPA
“Moving to Investor Friendly CPA, was one of the best decisions we've taken since we started investing in real estate.”
Elm3 Financial Group
“Stacy always has great guidance when filing our taxes and their client portal makes it super easy to prepare ahead of time so we are in and out quickly.”
AEI Accounting & Tax Services
“I highly recommend her and her company.”
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Her Crown Accounting & Business Solutions
“After I provided you with initial documentation, you went right to work and prepared the best budget worksheet ever you always go above and beyond and support your clients through all storms.”
Georgia Financial Advisors
“And was very understanding with what my needs were and he is very knowledgeable in his craft”
Why these companies made our list
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