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Find Retirement Advisors for Retirement Planning in Roswell, 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 Roswell, Georgia

Last Updated - April 25, 2025

Roswell has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Roswell, Georgia have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Roswell, Georgia

advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Kevin Madigan
CFP®
Wela Strategies

Qualifications
CRD# 6245102
Firm CRD# 147762
Series 7, 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Sam Evans
MBA, CFA®
Evans Wealth Management

Qualifications
CRD# 5715560
Firm CRD# 151640

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Homrich Berg Wealth Management
Homrich Berg Wealth Management

Qualifications
Firm CRD# 316731

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Tim Eckel
ChFC®
Eckel Financial Network, LLC

Qualifications
CRD# 2366817
Firm CRD# 141238
Series 6, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

Find An Advisor arrow-right
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 7 Retirement Planning firms in Roswell, Georgia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1145 Hembree Rd.,
Roswell, GA, 30076
$5,232,377,7161431242
A percentage of AUM, Subscription fees
2

500 Sun Valley Drive, Suite A-6
Roswell, GA, 30076
$263,970,0009145
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
3

300 Colonial Center Parkway, Suite 100
Roswell, GA, 30076
$226,095,4123655
A percentage of AUM, Fixed fees
4

55 Park Square, Ste 103
Roswell, GA, 30075
$208,169,9897368
A percentage of AUM, Hourly charges, Fixed fees
5

1033 Canton Street,
Roswell, GA, 30075
$180,318,9183114
A percentage of AUM, Hourly charges
6

500 Sun Valley Drive Suite D-3 & D-4,
Roswell, GA, 30076-1441
$116,089,8226757
A percentage of AUM, Hourly charges, Other (RETAINERS)
7

300 Colonial Center Parkway,, Suite 1000
Roswell, GA, 30076
$006
A percentage of AUM

Information on Top Retirement Planning firms in Roswell, Georgia

QualificationsFirm CRD# 118070

Assets Under Management $5,232,377,716

No. Of Clients14312

Clients Per Financial Advisor341

HOWARD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Roswell, Georgia. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14312 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Subscription fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 322496

Assets Under Management $263,970,000

No. Of Clients914

Clients Per Financial Advisor183

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $264M assets under management, the firm specializes in crafting personalized retirement planning solutions for 914 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 290367

Assets Under Management $226,095,412

No. Of Clients365

Clients Per Financial Advisor73

JOURNEY BEYOND WEALTH is a financial advisory firm situated in Roswell, Georgia. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 clients. The team consists of 5 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
View Full Profile

QualificationsFirm CRD# 332268

Assets Under Management $208,169,989

No. Of Clients736

Clients Per Financial Advisor92

PARK SQUARE FINANCIAL GROUP LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 736 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 106831

Assets Under Management $180,318,918

No. Of Clients311

Clients Per Financial Advisor78

COMMONWEALTH FINANCIAL PLANNERS INC is a financial advisory firm situated in Roswell, Georgia. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 124778

Assets Under Management $116,089,822

No. Of Clients675

Clients Per Financial Advisor96

ST. JOHN & ASSOCIATES, INC. is a financial advisory firm situated in Roswell, Georgia. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (RETAINERS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 334044

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

GROWTH LENDING LLC is a financial advisory firm situated in Roswell, Georgia. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 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 investment companies
View Full Profile

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