TOP 30 Best Family office management in Georgia

Merrill Lynch Financial Advisor Rick Baker, located at 3455 Peachtree Road Northeast in Atlanta, Georgia, is a finance institution that offers personalized investment strategies and comprehensive financial solutions. The team at Baker and Associates is a diverse group of professionals with a global perspective, dedicated to understanding each client's unique financial goals and priorities. With access to the resources of one of the largest global investment firms in the world, they provide tailored investment plans to help clients pursue their financial objectives while managing risk. Recognized for their exemplary client service, the advisors at Merrill Lynch have received accolades such as the Forbes "Best-in-State Wealth Advisors" award. Through the Merrill Personal Wealth Analysis™ program, clients can receive a personalized financial plan centered on their goals and aspirations. Whether planning for retirement, buying a home, or funding education, the team at Merrill Lynch is committed to helping clients achieve their financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Rick Baker offers a one-on-one relationship to guide clients through the complexities of the financial market and life changes.

Edward Jones - Financial Advisor: Edward C Gordon, CFP®|AAMS™ is a trusted financial institution located at 3901 Roswell Road in Marietta, Georgia, United States. As a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), Edward C Gordon provides personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term planning and wealth management, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are looking to invest for retirement, save for college, or plan for other financial milestones, Edward Jones is committed to providing expert guidance and support every step of the way.

Josh Krohne is a Financial Advisor at Ameriprise Financial Services, LLC located at 3475 Lenox Road Northeast, Atlanta, Georgia, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in various areas of financial planning, Josh Krohne is committed to providing comprehensive and personalized financial advice to his clients.

Incompass Financial is a leading finance institution located at 4994 Lower Roswell Road in Marietta, Georgia, United States. With a strong commitment to providing personalized financial solutions, Incompass Financial offers a wide range of services including wealth management, investment planning, retirement planning, and more. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn how Incompass Financial can help you navigate the complexities of finance and achieve financial success.

Edward Jones - Financial Advisor: Richard D Newcomb is a reputable finance institution located at 342 North Main Street in Alpharetta, Georgia, United States. As a dedicated financial advisor, Richard D Newcomb provides personalized and comprehensive financial services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Richard D Newcomb is committed to providing expert guidance and tailored solutions to individuals and families seeking to secure their financial future.

Edward Jones - Financial Advisor: Sean P Dunn is a trusted financial institution located at 3430 Georgia 155 South, Locust Grove, Georgia, United States. As a dedicated financial advisor, Sean P Dunn provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean P Dunn is committed to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Sean P Dunn and the team at Edward Jones are here to provide expert guidance and support every step of the way.

Wealth of Knowledge Enterprises is a renowned finance institution located at 830 Glenwood Avenue Southeast in Atlanta, Georgia, United States. With a team of experienced professionals, we offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Our commitment to providing top-notch financial solutions and personalized service sets us apart as a trusted partner in wealth management. Visit us today and discover the wealth of knowledge that can benefit your financial future.

Edward Jones - Financial Advisor: Patrick Desamours, AAMS™|CRPC™ is a reputable financial institution located at 1505 Lilburn Stone Mountain Road in Stone Mountain, Georgia, United States. Specializing in personalized financial planning and investment management, Patrick Desamours, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, this institution provides tailored solutions to help individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Patrick Desamours, AAMS™|CRPC™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Chris Burns is a reputable financial institution located at 4810 Burruss Mill Road in Cumming, Georgia, United States. Chris Burns, a seasoned financial advisor, provides personalized financial planning and investment services to help clients reach their financial goals. With a strong focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Chris Burns is dedicated to helping individuals and families achieve financial security and success. Contact Chris Burns today to start planning for a brighter financial future.

Paul Lang - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1401 Macy Dr, Roswell, Georgia, United States. Paul Lang holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Paul Lang is dedicated to upholding the highest standards of ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products.

Edward Jones - Financial Advisor: Olivia M Ewing, CFP®|ChFC® is a reputable finance institution located at 3353 Peachtree Road Northeast in Atlanta, Georgia, United States. Olivia M Ewing, a Certified Financial Planner and Chartered Financial Consultant, provides personalized financial advice and guidance to help clients achieve their financial goals. With a strong focus on building long-term relationships and offering comprehensive financial planning services, Edward Jones is committed to helping individuals and families secure their financial future. Visit Olivia M Ewing at Edward Jones today for expert financial advice and personalized solutions tailored to your needs.

John Cherry - Thrivent is a finance institution located at 9875 Medlock Bridge Parkway in Johns Creek, Georgia, United States. With a focus on providing financial services and guidance to individuals and families, John Cherry - Thrivent offers a range of products and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment management, or insurance options, the team at John Cherry - Thrivent is dedicated to helping clients make informed decisions and secure their financial future. Visit their office in Johns Creek to learn more about the services they offer.

Matt Breceda is a trusted COUNTRY Financial Representative located at 11675 Century Drive in Alpharetta, Georgia, United States. Specializing in finance, health, and insurance services, Matt and his team are dedicated to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, they provide expert guidance and support to individuals and families in the community. Whether you are looking to plan for retirement, secure your health coverage, or safeguard your assets, Matt Breceda is committed to providing comprehensive and reliable financial services to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

Bespoke Capital Advisors of Raymond James is a prestigious finance institution located at 6 Concourse Parkway in Atlanta, Georgia, United States. With a focus on providing personalized and tailored financial solutions, Bespoke Capital Advisors offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the team of experienced professionals at Bespoke Capital Advisors is dedicated to providing top-notch service and expertise. Trust in Bespoke Capital Advisors to help you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Theresa M Mayes, CEPA® is a trusted financial institution located at 3501 Massee Lane in Columbus, Georgia, United States. As a Certified Exit Planning Advisor, Theresa M Mayes specializes in helping clients navigate the complexities of financial planning and retirement. With a focus on personalized service and comprehensive wealth management strategies, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Theresa M Mayes and the team at Edward Jones are committed to providing expert guidance and support every step of the way.

Combs Wealth Advisory of Raymond James is a premier financial institution located at 121 Perimeter Parkway in Macon, Georgia, United States. As a trusted wealth advisory firm, we specialize in providing personalized financial planning and investment management services to help our clients achieve their long-term financial goals. With a team of experienced financial advisors and a commitment to excellence, we strive to deliver comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Combs Wealth Advisory of Raymond James is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Matthew London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 125 Plantation Centre Drive South in Macon, Georgia, United States. Matthew holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matthew's expertise in asset management, estate planning, retirement planning, investment strategies, and more. If you are looking for a financial advisor who is committed to providing comprehensive and personalized financial solutions, Matthew London is the advisor for you.

Wells Fargo Advisors is a reputable financial institution located at 1425 Bass Road in Macon, Georgia, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial guidance to clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wells Fargo Advisors is committed to helping you make informed decisions and secure your financial future.

Richard M Martin - Raymond James is a finance institution located at 2627 Dawson Road in Albany, Georgia, United States. With a focus on providing personalized financial services and investment solutions, the institution prides itself on its commitment to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or secure your financial future, the experienced team at Richard M Martin - Raymond James is dedicated to providing expert guidance and support every step of the way. Visit their office today to learn more about how they can help you reach your financial objectives.

Capital City Strategic Wealth is a leading finance institution located at 2301 Dawson Road in Albany, Georgia, United States. Our team of experienced professionals specializes in providing strategic wealth management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated advisors are here to provide personalized solutions tailored to your unique needs. Trust Capital City Strategic Wealth to guide you towards a secure financial future.

Wells Fargo Advisors is a finance institution located at 114 West 12th Street in Tifton, Georgia, United States. As a leading provider of wealth management services, Wells Fargo Advisors offers a wide range of financial solutions to help clients achieve their investment goals. With a team of experienced financial advisors, they provide personalized guidance and expertise to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is committed to helping you achieve financial success.

Edward Jones - Financial Advisor: Jordan M Fidanza is a reputable financial institution located at 465 Dacula Road in Dacula, Georgia, United States. Specializing in providing personalized financial advice and services, Jordan M Fidanza is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jordan M Fidanza is committed to providing top-notch financial planning and investment strategies tailored to each client's unique needs. Contact them today to start planning for a more secure financial future.

PDA Inc is a reputable moving company located at 190 Greenway Drive in McDonough, Georgia, United States. With years of experience in the industry, PDA Inc offers professional and reliable moving services to help individuals and families relocate with ease. Their team of skilled movers are dedicated to providing top-notch customer service and ensuring a smooth and stress-free moving experience for their clients. Whether you are moving locally or long distance, PDA Inc is the go-to choice for all your moving needs.

WealthMD is a premier financial institution located at 3550 Lenox Road Northeast in Atlanta, Georgia, United States. Specializing in wealth management and financial planning, WealthMD provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, WealthMD offers comprehensive financial solutions tailored to each individual's needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, WealthMD is dedicated to helping you secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.

The Jennings Denovich Group is a reputable finance institution located at 3459 Acworth Due West Road in Acworth, Georgia, United States. With a team of experienced financial experts, they provide a wide range of services including investment management, financial planning, and retirement planning. Their dedication to helping clients achieve their financial goals sets them apart in the industry. Visit the Jennings Denovich Group for personalized and professional financial advice.

Hawkinson Muchnick & Associates is a reputable accounting and finance institution located at 4935 Stewart Mill Road in Douglasville, Georgia, United States. As a local CPA firm, we prioritize the success of our clients and offer a wide range of services to ensure financial stability for both businesses and families. Our experienced team of Certified Public Accountants and Enrolled Agents provide tax planning and preparation, accounting services, QuickBooks training, and consulting on various financial matters such as estate planning and business transactions. Conveniently situated near Arbor Place Mall, our office serves clients not only in Douglas County but also throughout Georgia and beyond. With almost 38 years of experience, we have built a strong reputation for providing quality accounting services and practical advice to our clients. Whether you are a small business owner, an individual taxpayer, or a trustee, we are here to help you navigate complex financial situations and make informed decisions.

Siegel & Siegel, P.C. is a reputable accounting and finance institution located at 140 Hammond Drive in Sandy Springs, Georgia, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, Siegel & Siegel, P.C. is dedicated to helping you achieve your financial goals.

Amber Grove Apartments is a premier real estate agency located at 2050 Austell Road Southwest in Marietta, Georgia. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our professional and friendly staff are dedicated to providing exceptional customer service to help you find the perfect home. Experience upscale living at Amber Grove Apartments in Marietta.

The Elder Community Center is a local government office located at 512 Elder Circle in Carrollton, Georgia, United States. The center provides a variety of services and resources for seniors in the community. Additionally, the center is affiliated with the HUD City of Carrollton, Department of Labor, Department of Community Affairs, and West GA Cares Resource Guide. Please note that as of October 31, 2023, the Housing Authority of the City of Carrollton will be closing its Income-Based Housing Program waiting list due to long wait times. The CHA will not be accepting new applications during this time but will continue to process previously submitted applications. The waiting list will reopen once the CHA determines that wait times have reached a more manageable level. For more information, contact the CHA at 770.834.2046 or info@carrolltonhousingauthority.com.

The Franklin Housing Authority is a local government office located at 900 South River Road in Franklin, Georgia, United States. This institution is dedicated to providing affordable housing options and assistance to residents in need. They work to ensure that all members of the community have access to safe and secure housing, promoting a sense of stability and well-being for all. The Franklin Housing Authority is committed to serving the community with integrity, transparency, and compassion.