Wiser Wealth Management
“I highly recommend working with them, especially if you're not super confident when it comes to financial investing.”
Best Financial Advisors near Smyrna, GA
There are no firms listed in Smyrna itself yet; the 15 below are the closest options, from towns including Atlanta (7, 9 mi), Marietta (4, 6 mi) and Kennesaw (1, 13 mi).
1 open 24/7 · 1 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Nicholas Wealth Management
“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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Investor Friendly CPA
“I have learnt and implemented quite a few real estate based tax saving strategies!”
Hagan, Johnson & Associates, CPA
“I've been working with HJA for several years now and always work with Jandi and Rodney as my go-to's!”
AEI Accounting & Tax Services
“She has exhibited the upmost expertise in her field, extending herself to provide me with not only awesomely delivered tax services, but valuable and much needed financial advise every time she meets with me.”
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Her Crown Accounting & Business Solutions
“Went to a Her Crown Accounting class at a business conference and it was extremely valuable.”
The 15 firms listed for Smyrna, 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: Smyrna, GA
14 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 630 reviews; 4 have 50 or more reviews. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (2), investment planning (2), legacy planning (2) and tax planning (2). 4 have a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 1 offers urgent consultations and 1 offers a free initial consultation. 1 has Spanish-speaking staff. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 14 list a public email and 5 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 Smyrna take financial planning bookings online?
5 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.
Georgia Financial Advisors
“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.”
Ramone Preston Enterprises
“The Preston team is very knowledgeable and they help my organization come up with creative solutions to keep my business moving forward”
Active Wealth Management
“Ford is super helpful and knowledgeable, really explaining the market and inflation!”
Phelps Financial Group
“From retiring early just to transition to another job, he opened my eyes to financial gain that will definitely set me straight for future retirement.”
Senior Financial Planning
“Tim and his team helped us with retirement advice and finances.”
Signaturefd
“They host regular web updates on the market and tailor them to clients who may not have a strong financial background.”
Baer Wealth Management
Canton Wealth Partners
“I have worked with Matt and Angela for close to two decades and have always been exceptionally pleased with the financial guidance as well as the thorough professional service they have provided.”
Butlerjeffrey
“He's an upstanding individual who listens and approaches your needs and concerns with measured discernment.”
Why these companies made our list
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