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Elm3 Financial Group, LLCFinancial advisor in Alpharetta, GA

Elm3 Financial Group, LLC is a financial advisor at 5755 North Point Pkwy #92, Alpharetta, GA 30022, ranked #3 of 521 financial advisors in Alpharetta and rated 5.0 from 82 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Alpharetta, GAUpdated 0 paid placements in any rankingHow we rank

Call (678) 297-9500Website ↗

Key facts

Key facts about Elm3 Financial Group, LLC
Address5755 North Point Pkwy #92, Alpharetta, GA 30022Get directions
Phone(678) 297-9500
Websiteelm3financial.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 82 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Alpharetta and 11 towns within 25 miles: Johns Creek, Roswell, Milton, Peachtree Corners, Dunwoody, Duluth, Norcross, Sandy Springs, Doraville, Chamblee and Suwanee.

Based in Alpharetta, GAView on map

Opening hours

Opening hours for Elm3 Financial Group, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Elm3 Financial Group, LLC

How is Elm3 Financial Group, LLC ranked in Alpharetta?

Elm3 Financial Group, LLC is ranked #3 of 521 financial advisors in Alpharetta by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Elm3 Financial Group, LLC’s hours?

Elm3 Financial Group, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Elm3 Financial Group, LLC serve?

Serves Alpharetta and 11 towns within 25 miles: Johns Creek, Roswell, Milton, Peachtree Corners, Dunwoody, Duluth, Norcross, Sandy Springs, Doraville, Chamblee and Suwanee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Elm3 Financial Group, LLC?

Elm3 Financial Group, LLC has a rating of 5.0 from 82 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Elm3 Financial Group, LLC?

Call Elm3 Financial Group, LLC on (678) 297-9500. The business is at 5755 North Point Pkwy #92, Alpharetta, GA 30022. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Elm3 Financial Group, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Elm3 Financial Group, LLC (this business)—725.0 (82)NoNo
Gibbs Financial Group & Gibbs Wealth Management#1734.8 (190)NoNo2.2 mi
Homeowners Financial Group#2725.0 (249)NoNo9.1 mi
Goodwin Investment Advisory#4715.0 (251)NoNo14.6 mi

See all 521 ranked financial advisors in Alpharetta