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Donaldson Capital Management
- Financial
- Retired
- Portfolio
“The Atlanta office in Sandy Springs GA has always been kind, prompt, and helpful educators in an increasingly complex financial world willing to help with a smile.”
Best Financial Advisors in Sandy Springs, GA
24 firms listed · 7 in Sandy Springs · 1 open 24/7 · 3 open weekends · 21 rated 4.5+
Data verified October 19, 2026
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Reynolds & Reynolds Financial Partners
“They have a comprehensive approach to your financial well-being.”
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Monster Goose Trading
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Hdwk
“Some of the most experienced accountants in Atlanta, and definitely the friendliest.”
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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.”
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Boardwalk Capital Management
The 24 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 24 firms we list here, 7 are in Sandy Springs itself and 17 come from towns including Alpharetta (5, 11 mi), Atlanta (5, 12 mi) and Marietta (2, 10 mi). 21 of the firms on this page have a rating, from 4.5 to 5.0 across 936 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (91%), responsiveness (83%) and quality (65%). 1 is open around the clock; 3 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are legacy planning (2), tax planning (2) and wealth management (2). 1 lists staff certifications (CPA) and 2 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 26 years. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 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 Sandy Springs take financial planning bookings online?
7 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.
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Red Tortoise
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Sandy Springs Private Wealth Management
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S G Financial Advisors
“Best customer service I m super happy”
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Todisco Financial
“I was using a very well known and large investment firm and decided to move my portfolio with Jesse- I am very happy with my decision!”
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Wiser Wealth Management
- Goals
- Company
- Fiduciary
“Super nice people to deal with they really care about their customers have been with these guys for five years could not talk me to go anywhere else ,you dont havemany co's with customer service like wiser ,take your money there you will not be disa...”
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Nicholas Wealth Management
- Retirement
- Confidence
- Chelsea
“We have worked with several different financial advisors over the years but this is the first one that really took the time to explain the plan they proposed and explain risk management as we head into retirement.”
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Fricke & Associates
- Questions
- Deadline
- 2022
“He has been consistently good at answering any and all questions I have and getting back to me in a timely fashion and has been able to somehow make sense of my complicated tax items and the fact that I am, at best, a haphazard (but honest!”
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Investor Friendly CPA
- Knowledge
- Asset
- Tax Strategy
“Ashish and his team at Investor Friendly CPA have been instrumental in the proper structuring our our partnerships and investments, making for hassle free administration and better tax efficiency.”
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David J Bradford: Financial Advisor – More With David
- Team
- Thinks Outside the Box
- Wellbeing
“David Bradford has been in the business for a while now, he always has great ideas to help clients reach success and I always appreciate the fact that no matter how busy he is, he always finds the time to answer his phone to help his clients.”
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Elm3 Financial Group
- Team
- Documents
- Small Business
“The professionals at Elm3 Financial Group have been my "go to" advisers on everything from deciding when I should/could retire, how to handle my retirement funds, and getting my taxes done painlessly each year.”
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Hampton Tax and Financial Services
- Real Estate Investor
- Property
- Rental
“Bill is super knowledgeable and I genuinely wish I'd met him sooner in my real estate endeavors, I learned a LOT, and how I could have been more strategic with my finding and fully capitalized on tax strategies.”
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Heritage Wealth Planning
- Learned
- Strategies
- Books
“First time ever found jose while browsing You Tube videos, he is genuinely honest person and has good understanding of educating the community as a group rather than targeting very rich group of individuals living and planning for financial growth.”
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Solley Financial Services
- Results
- Communications
- Job
“He considers my individual risk tolerance, and makes recommendations based on my preferences and timing of life events (such as pivoting to more conservative investments as college expenses near).”
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Benjamin Yin, Founder/Owner - Generational Financial Partners
- Investments
- Disability Insurance
- Well-Being
“Ben knows this complicated world so well and is always on the front lines of knowledge of any new company or strategy and makes recommendations to set us up better with our wealth and future.”
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Ntrc Tax & Finance | Tax Return Services in Dekalb County
- Team
- Questions
“The customer service is always amazing, the communication is on point, and I have never had hiccups or concerns regarding anything being handled within this company.”
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AEI Accounting & Tax Services
- Team
- Financial
“I have used their services for more than 10 years now and they are very efficiant with their work and addressing the customers with their concerns about their taxes and any information that they are not familiar with.”
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Her Crown Accounting & Business Solutions
- Information
- Structure
- 2021
“I have also learned how to chart down all of my financial spendings and income using excel & google sheets that also showed charts of my growth and where I could use some work, set goals when I first started for a new car , first time suite location,...”
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Georgia Financial Advisors
- Needs
- Knowledge
- Meeting
“I'm a complete novice on the world of financial planning, but Daniel and GFA always treat me with exceptional service and are there to help answer even the most basic of questions.”
Why these companies made our list
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