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Financial Planners in Winder, GA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Winder: ETS Wealth Management, RFA Score 76/100; 5.0★ from 176 Google reviews.

  2. 3

    Most-reviewed: Kimbrough Law, 108 Google reviews at 4.9★, the most of 84 ranked after ETS Wealth Management; ranked #3.

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

84 Winder financial planners are ranked here by RFA Score, from eight published factors. 11 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 84 rated firms.

Top 10 financial planners in Winder 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 Winder at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1ETS Wealth Management765.0★ (176)Buford, 8 mi away—Top score
2Freyman CPA, PC714.8★ (107)Monroe, 14 mi away——
3Kimbrough Law714.9★ (108)Athens, 17 mi away—Most reviews
4Richard Young - COUNTRY Financial Representative714.8★ (40)Winder——
5PAZ ENTERPRISE SERVICES715.0★ (96)Sugar Hill, 18 mi away——
6Moore's Wealth Management705.0★ (107)Gainesville, 22 mi away——
7Arch Partners Insurance & Wealth Management685.0★ (38)Athens, 14 mi away——
8David Tabrizipour - COUNTRY Financial Agent685.0★ (42)Lawrenceville, 16 mi away——
9Winchester Financial675.0★ (45)Suwanee, 20 mi awaySat · Evenings—
10Retire Wise, LLC675.0★ (33)Lawrenceville, 16 mi away——

All 84 financial planners in Winder, 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.

  1. Ranked #1 in Winder

    #1 ETS Wealth Management

    Based in Buford, 8 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 176 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 176 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri–Sun closed
    Address
    27 City Square St Ste 2, Hoschton, GA 30548
    View profile for ETS Wealth Management(770) 904-1978

  2. #2 Freyman CPA, PC

    Based in Monroe, 14 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 107 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    127 1/2 N Broad St #10, Monroe, GA 30655
    View profile for Freyman CPA, PC(678) 829-7777

  3. #3 Kimbrough Law

    Based in Athens, 17 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 108 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 108 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    190 Hawthorne Park, Athens, GA 30606
    View profile for Kimbrough Law(706) 850-6910

  5. #5 PAZ ENTERPRISE SERVICES

    Based in Sugar Hill, 18 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 96 Google reviews
    Hours
    Mon–Fri 10 AM–5 PM · Sat–Sun closed
    Address
    1400 Buford Hwy NE Ste r1 b, Sugar Hill, GA 30518
    View profile for PAZ ENTERPRISE SERVICES(678) 518-5111

  9. #9 Winchester Financial

    Based in Suwanee, 20 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 9 AM–2 PM · Sun closed
    Address
    1325 Satellite Blvd NW Building 1400, Suite 1404, Suwanee, GA 30024
    View profile for Winchester Financial(770) 385-1118

  10. #10 Retire Wise, LLC

    Based in Lawrenceville, 16 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    344 Scenic Hwy N, Lawrenceville, GA 30046
    View profile for Retire Wise, LLC(404) 692-1233

  11. #11 United Community

    Based in Buford, 18 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4356 S Lee St, Buford, GA 30518
    View profile for United Community(770) 945-6120

  12. #12 United Community

    Based in Snellville, 19 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.4★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 58 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2168 Scenic Hwy N, Snellville, GA 30078
    View profile for United Community(770) 985-2337

  14. #14 U.S. Asset Management

    Based in Duluth, 21 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 34 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    One Sugarloaf Centre, 1960 Satellite Blvd NW Ste 2200, Duluth, GA 30097
    View profile for U.S. Asset Management(678) 894-0696

  15. #15 United Community

    Based in Gainesville, 22 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 52 Google reviews
    Hours
    Mon–Tue 8:30 AM–4 PM · Wed closed · Thu 8:30 AM–4 PM · Fri 8:30 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    351 Jesse Jewell Pkwy, Gainesville, GA 30501
    View profile for United Community(770) 531-3191

  18. #18 United Community

    Based in Athens, 22 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.1★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 72 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu 9 AM–4:30 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    780 US-29, Athens, GA 30601
    View profile for United Community(706) 389-7979

  20. #20 Hamilton Financial

    Based in Snellville, 19 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    2326 Wisteria Dr SW Ste 110, Snellville, GA 30078
    View profile for Hamilton Financial(770) 979-8880

  23. #23 Evans Wealth Management

    Based in Duluth, 21 mi away

    62/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6340 Sugarloaf Pkwy #200, Duluth, GA 30097
    View profile for Evans Wealth Management(770) 828-8303

  24. #24 Polaris Asset Management

    Based in Sugar Hill, 18 mi away

    62/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1400 Buford Hwy NE Ste R1, Sugar Hill, GA 30518
    View profile for Polaris Asset Management(470) 310-0501

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 84 ranked financial planners here; the rest are on their profiles.

financial planners in Winder, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Navigate Financial625.0★ (13)19 mi
27Oglesby Wealth Strategies LLC625.0★ (12)18 mi
28Reed Financial Group625.0★ (14)20 mi
29Pathwise CPA Group625.0★ (9)16 mi
30Edward Jones - Financial Advisor: Jordan M Fidanza624.4★ (7)11 mi
31Ayo Saba - COUNTRY Financial Agent625.0★ (9)16 mi
32Ability Wealth Group615.0★ (7)14 mi
33Bank of America Financial Center613.1★ (30)14 mi
34Kuuni Partners615.0★ (12)24 mi
35Mitchell Investment Group605.0★ (8)19 mi
36Cornerstone Financial Team605.0★ (9)21 mi
37Bank of America Financial Center602.9★ (71)17 mi
38Bank of America (with Drive-thru ATM)603.1★ (94)22 mi
39Stearns Retirement Group - Watkinsville605.0★ (7)19 mi
40Markel Financial Services605.0★ (6)18 mi
41Edelman Financial Engines594.4★ (9)21 mi
42Arch Financial Planning595.0★ (7)21 mi
43Charles Pinigis - Financial Advisor, Ameriprise Financial Services, LLC595.0★ (7)21 mi
44Bank of America (with Drive-thru ATM)593.1★ (48)22 mi
45Bankers Life593.9★ (7)18 mi
46Kimbrough Law594.5★ (8)22 mi
47Mersereau, Lazenby & Rockas, LLC594.0★ (8)20 mi
48Andy Navarrete - COUNTRY Financial Agent595.0★ (6)21 mi
49Merrill Lynch Financial Advisor Marshall Morgan595.0★ (5)20 mi
50Bank of America (with Drive-thru ATM)592.7★ (53)18 mi

Also serving Winder

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 Winder
BusinessGoogle ratingDistance
Ann Austin - Raymond James5.0★ (2)In Winder
Charles Schwab Financial Planning Center3.0★ (2)20 mi
Chris Leathers: Primerica - Financial Services5.0★ (10)In Winder
CQ Consulting Services5.0★ (34)In Winder
Edward Jones - Financial Advisor: Brendon C Planz4.0★ (1)In Winder
Edward Jones - Financial Advisor: Rod Trahan5.0★ (1)In Winder
Fordham Financial ServicesIn Winder
Freedom Path FinancialIn Winder
Georgia Retirement CouncilIn Winder
GFS AdvisoryIn Winder
Highland Trust Partners LLC5.0★ (2)19 mi
JT Stratford5.0★ (1)In Winder
Lanier Financial Group5.0★ (2)19 mi
R.C. Whatley & CompanyIn Winder
Raymond James & Associates5.0★ (2)18 mi
Robee Brown- COUNTRY Financial Agent5.0★ (2)15 mi
Sports Medicine & Orthopaedic Institute of Gwinnett - Winder Georgia1.0★ (2)In Winder
Stark Financial Strategies5.0★ (2)12 mi
Wealth Academy of Georgia5.0★ (2)18 mi
Wells Fargo AdvisorsIn Winder

How we ranked Winder financial planners

We scored 84 Winder 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 Winder 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 Winder: frequently asked questions

Which financial planner has the highest RFA Score in Winder?

By RFA Score, the highest-ranked financial planner in Winder, GA is ETS Wealth Management with an RFA Score of 76/100. It has 5.0★ from 176 Google reviews. Freyman CPA, PC (#2) and Kimbrough Law (#3) follow. We ranked 84 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Winder?

RankedFinancialAdvisors ranks 84 financial planners serving Winder, GA. 3 of them are based in Winder; 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 Winder work on weekends?

11 of 84 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Winchester Financial (#9), Bank of America (with Drive-thru ATM) (#13) and United Community (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Winder financial planners have?

The median Google rating among 84 rated financial planners in Winder is 5.0★, with a median of 12 reviews. ETS Wealth Management has the most, 176 reviews, and ranks #1. 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 Winder count in this ranking?

Yes, if they are within 25 mi of the Winder 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 Winder 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 Winder 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 Winder

  1. November 2026: RFA Scores recalculated for 84 financial planners serving Winder.

More financial planners and Winder pages