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Financial Planners in Marietta, GA: 2026 rankings

292 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Marietta: Wiser Wealth Management, Inc, RFA Score 78/100; 5.0★ from 189 Google reviews.

  2. 2

    Most-reviewed: Homeowners Financial Group, 249 Google reviews at 5.0★, the most of 292 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

292 Marietta financial planners are ranked here by RFA Score, from eight published factors. 41 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 292 rated firms.

Top 10 financial planners in Marietta at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Marietta at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wiser Wealth Management, Inc785.0★ (189)Marietta—Top score
2Homeowners Financial Group765.0★ (249)Atlanta, 11 mi away—Most reviews
3Wickham Financial & Insurance Services754.9★ (107)Marietta——
4Derek Good - COUNTRY Financial Representative744.9★ (198)Woodstock, 11 mi away——
5Paragon Accounting & Tax Solutions, LLC744.9★ (174)Woodstock, 10 mi away——
6Mutual of Omaha Mortgage734.9★ (115)Atlanta, 7 mi away——
7The Annuity Expert724.9★ (128)Atlanta, 12 mi awaySat · Sun · Evenings—
8Atlanta Premier Accounting & Tax Services724.8★ (87)Kennesaw, 6 mi away——
9Medrates - Obamacare & Medicare Specialists715.0★ (118)Peachtree Corners, 17 mi away——
10Marietta Wealth715.0★ (37)Marietta——

All 292 financial planners in Marietta, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Homeowners Financial Group

    Based in Atlanta, 11 mi away

    76/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 249 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 249 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6600 Peachtree Dunwoody Road, 600 Embassy Row NE Ste 250, Atlanta, GA 30328
    View profile for Homeowners Financial Group(678) 893-6400

  7. #7 The Annuity Expert

    Based in Atlanta, 12 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 128 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 128 Google reviews
    Hours
    Mon–Sun 7 AM–10 PM
    Address
    1050 Crown Pointe Pkwy Ste 500, Atlanta, GA 30338
    View profile for The Annuity Expert(770) 755-1565

  10. #10 Marietta Wealth

    Based in Marietta

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    472 Sessions St NW #24, Marietta, GA 30060
    View profile for Marietta Wealth(404) 549-6930

  14. #14 Bella Advisors Inc

    Based in Roswell, 15 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 71 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 71 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    5090 Old Ellis Point, Roswell, GA 30076
    View profile for Bella Advisors Inc(770) 545-8881

  15. #15 TimeWise Financial

    Based in Woodstock, 10 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    3380 Trickum Rd Bldg 1200-200, Woodstock, GA 30188
    View profile for TimeWise Financial(770) 420-2954

  16. #16 Creative Planning

    Based in Atlanta, 13 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 65 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3630 Peachtree Rd NE Unit 300, Atlanta, GA 30326
    View profile for Creative Planning(404) 487-0500

  17. #17 Element Wealth Advisors

    Based in Atlanta, 11 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    800 Mount Vernon Hwy NE Ste 350, Atlanta, GA 30328
    View profile for Element Wealth Advisors(678) 871-2222

  18. #18 Fricke & Associates, LLC

    Based in Peachtree Corners, 18 mi away

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.5★ from 165 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 165 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri–Sun closed
    Address
    3500 Parkway Ln Ste 220, Peachtree Corners, GA 30092
    View profile for Fricke & Associates, LLC(770) 216-2226

  23. #23 United Community

    Based in Marietta

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.3★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 39 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Bank Bldg, 200 Cherokee St NE, Marietta, GA 30060
    View profile for United Community(770) 424-2000

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 292 ranked financial planners here; the rest are on their profiles.

financial planners in Marietta, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Command Financial Advisor - Latorya Brown-Bailey685.0★ (19)In Marietta
27Solley Financial Services685.0★ (56)17 mi
28NTRC Tax & Finance | Tax Return Services in Dekalb County684.9★ (53)15 mi
29Benedetti, Gucer & Associates685.0★ (36)11 mi
30United Community684.6★ (44)9 mi
31Creative Financial Partners685.0★ (45)15 mi
32Hampton Tax and Financial Services, LLC684.7★ (98)22 mi
33ButlerJeffrey685.0★ (27)8 mi
34New Beginning Financial Group, LLC684.8★ (31)8 mi
35Natalie Green Hosea Estate Planning, Probate, and Estate Administration Attorney674.8★ (37)11 mi
36Cerity Partners675.0★ (33)12 mi
37Bank of America (with Drive-thru ATM)673.6★ (63)In Marietta
38Lyle Morgan - Thrivent675.0★ (22)7 mi
39Total Choice Financial Solutions Group675.0★ (26)10 mi
40Asset Management Group, Inc674.9★ (52)21 mi
41Northstar Investment Partners665.0★ (40)19 mi
42Blue Trust | Atlanta Financial Advisors664.8★ (21)7 mi
43Active Wealth Management, Inc.665.0★ (47)22 mi
44United Community664.8★ (37)16 mi
45Paramount Tax and Accounting Johns Creek665.0★ (34)17 mi
46Heritage Wealth Planning664.9★ (43)20 mi
47Coker James Accountants, an Archer Lewis firm665.0★ (16)6 mi
48United Community664.2★ (38)9 mi
49Allworth Financial664.7★ (18)6 mi
50National Credit Educational Services664.0★ (33)7 mi

Also serving Marietta

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Marietta
BusinessGoogle ratingDistance
American Financial Advisors LLC5.0★ (2)In Marietta
AnnuityUSA4.6★ (33)In Marietta
Boyer Ramey Wealth Management3.0★ (2)In Marietta
Edward Jones - Financial Advisor: Bret Bond5.0★ (3)In Marietta
Edward Jones - Financial Advisor: Chris Hynek, CFP®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: Jacob Yingling, CFP®|CFA®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: John Golemo, CFP®5.0★ (2)In Marietta
Edward Jones - Financial Advisor: Michael E McCracken5.0★ (5)In Marietta
First Command District Advisor - Brady Hood5.0★ (2)In Marietta
Impact Partnership5.0★ (14)In Marietta
Joe Q Coaching5.0★ (4)In Marietta
Justin Scott Wesley (Financial Advisor)5.0★ (29)In Marietta
Lawandales Group5.0★ (2)In Marietta
LCS Financial Group, LLC3.0★ (2)In Marietta
MasterPlan Retirement Consultants5.0★ (2)In Marietta
Nicholas Wealth Management4.6★ (55)In Marietta
Phoenix Capital Consultants, LLC.3.0★ (2)In Marietta
SWBC Mortgage Marietta5.0★ (6)In Marietta
The Oak Tree Group3.7★ (3)In Marietta
Waterstone Wealth Strategies, Inc5.0★ (2)In Marietta

How we ranked Marietta financial planners

We scored 292 Marietta financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Marietta data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Marietta: frequently asked questions

Which financial planner has the highest RFA Score in Marietta?

By RFA Score, the highest-ranked financial planner in Marietta, GA is Wiser Wealth Management, Inc with an RFA Score of 78/100. It has 5.0★ from 189 Google reviews. Homeowners Financial Group (#2) and Wickham Financial & Insurance Services (#3) follow. We ranked 292 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Marietta?

RankedFinancialAdvisors ranks 292 financial planners serving Marietta, GA. 8 of them are based in Marietta; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Marietta work on weekends?

41 of 292 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays is The Annuity Expert (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Marietta financial planners have?

The median Google rating among 292 rated financial planners in Marietta is 4.9★, with a median of 14 reviews. Homeowners Financial Group has the most, 249 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Marietta count in this ranking?

Yes, if they are within 25 mi of the Marietta city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Marietta ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Marietta a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Marietta

  1. November 2026: RFA Scores recalculated for 292 financial planners serving Marietta.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Marietta pages