National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Macon, Georgia

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Macon, Georgia

Last Updated - April 25, 2025

Macon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Macon, Georgia have an average of 0 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Macon, Georgia

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 3 Retirement Planning firms in Macon, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2939 Mcmanus Road,
Macon, GA, 31220
$259,593,102102421
A percentage of AUM, Commission Based
2

4001 Vineville Ave,
Macon, GA, 31210-5039
$240,786,3786739
A percentage of AUM
3

1515 Bass Road, Suite D
Macon, GA, 31210
$135,590,9264553
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Macon, Georgia

QualificationsFirm CRD# 149313

Assets Under Management $259,593,102

No. Of Clients1024

Clients Per Financial Advisor49

CHRISTY CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Macon, Georgia. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1024 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 1329

Assets Under Management $240,786,378

No. Of Clients673

Clients Per Financial Advisor75

SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 673 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (FREE TRUST & ESTATE PLANNING)
View Full Profile

QualificationsFirm CRD# 135579

Assets Under Management $135,590,926

No. Of Clients455

Clients Per Financial Advisor152

CFS WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (ADVICE ON CLIENT'S EMPLOYER RETIREMENT BENEFITS)
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners