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Best Financial Advisors in Atlanta
Atlanta Financial Planners
Atlanta-Sandy Springs-Roswell has quickly become one of the Southeast’s leading financial hubs, home to a diverse mix of independent consultants, boutique firms, and established financial planning practices. With the city’s fast-growing economy, the demand for trusted guidance in retirement planning, investment management, and wealth preservation has never been greater. The professionals featured in this list stand out for their proven track records, strong client relationships, and leadership in the financial community.
At Digital Reference, we believe financial expertise is best recognized through impact, not just titles. At Digital Reference, we showcase financial advisors and financial planners who bring insight, credibility, and a dedication to helping clients achieve meaningful results.
Methodology: How We Chose These Atlanta-based Financial Advisors
To curate this list, we applied rigorous criteria designed to highlight only the most trusted professionals in the region:
✨ Research-driven: Verified public results, case studies, and frameworks.
💬 Client-reviewed: Real client feedback demonstrating measurable results.
🏆 Industry recognition: Awards, speaking engagements, and thought leadership.
📍 Location-based: Advisors and firms with strong ties to the Atlanta-Sandy Springs-Roswell area.
Each featured advisor has shown a commitment to combining technical excellence with a client-first approach. Below, we spotlight the professionals making an impact on financial planning in the region.
🌟 Meet the Financial Advisors Making Things Happen in Atlanta
Kimberly Evans
Kimberly Evans is a highly regarded financial planner with years of experience helping families and individuals structure their financial lives. With a background spanning both corporate and independent advisory work, she blends technical expertise with an approachable style that makes financial planning accessible. Kimberly has become a trusted name in the Atlanta area, known for her dedication to client outcomes and long-term relationship building.
In her practice, Kimberly focuses on aligning financial strategies with personal and family goals. She is recognized for simplifying decision-making while delivering sophisticated solutions across retirement planning, estate considerations, and investment strategies.
💡Why Kimberly Evans stands out as a Financial Planner
💬 Skilled communicator who prioritizes transparency and education.
📈 Strong record of helping clients balance growth and stability.
🌐 Active contributor to the financial planning profession in Atlanta.
💎 Known for personalized strategies tailored to unique client needs.
Ben Loughery
As a partner at Lock Wealth Management, Ben Loughery has developed a reputation for delivering high-quality, client-centered financial advice. His career reflects a deep commitment to crafting personalized wealth management strategies for both individuals and business owners. Ben’s approach emphasizes sustainable financial growth and long-term planning, ensuring his clients have the tools to reach their goals with confidence.
Ben is widely recognized in the Atlanta market for his ability to connect complex financial strategies with practical implementation. Clients trust his balanced approach, which focuses on growth while managing risk effectively.
💡Why Ben Loughery stands out as a Financial Advisor:
📊 Expertise in holistic financial strategies for diverse client groups.
🤝 Known for his approachable, client-first philosophy.
📈 Skilled at aligning business and personal financial goals.
🏆 Recognized contributor to Atlanta’s wealth management community.
Daniel Mahoney
In the heart of Atlanta’s dynamic financial district, Dan Mahoney stands out for his commitment to clarity, independence, and deeply personalized advice. As a key member of True Square Financial, Dan helps clients align their financial plans with their personal goals, offering guidance that blends analytical rigor with heartfelt understanding.
With years of experience advising professionals, retirees, and business owners, Dan’s approach to wealth management centers on transparency and trust. He emphasizes education and partnership, ensuring that clients understand not just what decisions they’re making, but why those decisions matter for their future.
💡 Why Dan Mahoney stands out as a Financial Advisor:
🧭 Fiduciary-focused: Always prioritizing clients’ interests above all else.
📈 Skilled in holistic wealth planning from investment management to retirement and tax efficiency.
💬 Communicates complex concepts with simplicity and empathy.
🌐 Deep understanding of Atlanta’s economic and cultural landscape.
Dr. Christian Koch
Dr. Christian Koch is a Certified Financial Planner™ whose work blends deep financial expertise with a strong educational background. With extensive experience in retirement and investment planning, he has become a leading figure in Atlanta’s financial advisory community. His unique academic and professional blend allows him to design evidence-based strategies that address both current and long-term financial needs.
Christian’s dedication to his clients is evident in his ability to connect technical planning with personal life goals. He is also recognized for his thought leadership, contributing to professional discourse and shaping best practices.
💡Why Dr. Christian Koch stands out as a Financial Advisor
🎓 Brings academic rigor to financial planning strategies.
📈 Recognized for retirement and investment expertise.
💬 Known for his client-focused, results-driven style.
🌟 Influential thought leader in Atlanta’s financial community.
Jason Lina
Jason Lina is a veteran financial advisor with deep roots in Atlanta’s advisory community. Over his career, Jason has worked with families, business owners, and individuals to develop long-term wealth strategies grounded in research and client values. His approach emphasizes comprehensive planning that integrates investments, taxes, and retirement considerations.
Jason is admired for his approachable style and his ability to empower clients through education. His voice is often sought in professional circles, where he contributes to discussions on modern wealth strategies.
💡Why Jason Lina stands out as a Financial Advisor
📊 Known for comprehensive, research-backed planning.
🤝 Builds strong, trust-based relationships with clients.
📈 Expert in tax-aware wealth and retirement strategies.
🌟 Recognized educator and contributor to the financial profession.
Clayton Quamme
Clayton Quamme has established himself as a forward-thinking financial planner with a commitment to personalized client service. His career path reflects a consistent dedication to helping clients manage wealth, prepare for retirement, and secure financial confidence. Clayton is known for blending investment expertise with an empathetic understanding of each client’s unique goals.
In addition to his client work, Clayton is active in professional networks where he advocates for high standards in financial planning. His combination of technical skills and client-focused care has earned him a respected place in Atlanta’s financial community.
💡Why Clayton Quamme stands out as a financial planner:
📈 He specializes in balancing investment growth with security.
💬Trusted for his approachable, client-first communication style.
🌟Advocates for advancing financial planning standards.
🤝Recognized for building strong, enduring client partnerships.
The Edge of Expertise in Atlanta’s Financial Landscape
The financial advisors in Atlanta-Sandy Springs-Roswell play a pivotal role in guiding individuals, families, and businesses toward long-term stability and growth. Their relevance lies not just in numbers but in the ability to transform financial goals into actionable strategies. Through achievements in planning, investment management, and retirement readiness, they provide a competitive edge for those seeking clarity in decision-making. Their expertise allows businesses to confidently align resources with sustainable growth strategies. Ultimately, their impact extends beyond financial outcomes by shaping stronger, more resilient communities.
At Digital Reference, we are focused on bringing transparency and authenticity into the professional talent ecosystem. This authenticity is crucial because it ensures clients and businesses connect with professionals whose values and expertise truly align with their needs.
Explore more from Digital Reference to discover insights that guide decision-making with clarity and foresight:
- Finance Professionals: What Are They, and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
If you’re ready to explore financial insights with clarity and confidence, you’ll find your guide in Digital Reference.
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