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Top Financial Advisors in Suwanee, GA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Suwanee, Georgia

Financial advisors typically have areas of specialty, so it's imperative that you choose one that understands the specific issues you need help with. To help you find and choose an advisor in Suwanee, Georgia, we've compiled this list of the city's top financial advisor firms, along with essential information you need to know. We've included info on each firm's investment strategies, fee schedules, advisory certifications and more. If you’re still unsure of whom to work with, SmartAsset’s financial advisor matching tool can connect you with up to three options who serve your area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Weaver Capital Management, LLC Weaver Capital Management, LLC logo Find an Advisor

Read Review

$271,431,342 $2,500,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$2,500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
2 Legacy Planning Advisors, LLC Legacy Planning Advisors, LLC logo Find an Advisor

Read Review

$152,990,000 $350,000
  • Financial planning
  • Portfolio management
  • Educational seminars

Minimum Assets

$350,000

Financial Services

  • Financial planning
  • Portfolio management
  • Educational seminars

What We Use in Our Methodology

To find the top financial advisors in Suwanee, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Weaver Capital Management, LLC

First on our list is Weaver Capital Management, a firm with hundreds of clients and millions in assets under management (AUM). Weaver is the most exclusive firm on this list, as it imposes an account minimum of $2.5 million. However, the firm may decide to waive this minimum at its discretion.

Though small in staff size, one of Weaver's advisors is a certified financial planner (CFP). Its client base is composed of mostly individuals with less than a high net worth, though it also works with high-net-worth individuals, pension plans, corporations and charities. Weaver is a fee-only firm, which means it and its advisors do not receive commissions from third-party financial product sales.

Weaver Capital Management Background

Weaver Capital Management was founded in 2005, but its predecessor firm, Linksman Financial, first set up shop in 1993. DeWitt Weaver III is the founder and principal owner of the firm. He has more than two decades of experience working with high-net-worth clients.

The firm splits its service offerings into two categories: investment management and wealth management. Both include portfolio management and financial goal-setting, among other services. The key difference between them is that wealth management includes the creation of a comprehensive financial plan, whereas investment management does not.

Weaver Capital Management Investment Strategy

Weaver Capital Management works to personalize its investment strategy to each client by talking to them to establish their risk tolerance, financial needs, investment objectives, time horizon and other relevant factors. To determine your risk tolerance, the firm will ask you to complete a questionnaire. Your advisor will then take this information and use it to create an asset allocation and strategy that’s best equipped to produce your desired returns. Weaver typically invests in a combination of individual large-cap stocks, exchange-traded funds (ETFs), mutual funds and fixed-income securities.

When analyzing potential investments, Weaver relies on a blend of fundamental, technical and cyclical analysis, as well as some charting. Fundamental analysis looks to gauge a company or fund’s value by examining overall financial and economic factors alongside its basic information. Technical analysis is the practice of analyzing historical price and volume data as a way to forecast future prices. Lastly, cyclical analysis involves looking over the relationship between market cycles and prices to forecast future price movement.

Legacy Planning Advisors

Legacy Planning Advisors is the only firm on this list that works strictly with individual clients. The firm’s advisors manage the assets of nearly 200 individuals both with and without a high net worth. The firm also imposes a minimum account size of $350,000, although it may decide to waive this minimum under certain circumstances. One of the firm’s advisors is a certified financial planner (CFP).

Legacy Planning Advisors is a fee-based firm, meaning some members of its advisory staff can earn commissions in conjunction with insurance and securities sales. While this creates the potential for a conflict of interest, keep in mind that the firm has a fiduciary duty to act in its clients' best interests at all times.

Legacy Planning Advisors Background

Legacy Planning Advisors first started doing business in 1990 under the direction of its managing member Robert G. Black, Jr., making it technically the oldest firm on our list. The firm as it is now was founded in 2018. 

The firm primarily provides its clients with financial planning and wealth management services. Typically, these services are implemented via a comprehensive financial plan and a set of detailed investment recommendations.

Legacy Planning Advisors Investment Strategy

Legacy Planning Advisors’ investment approach is centered around a long-term, "buy and hold" strategy. Your portfolio's initial asset allocation will reflect this, as it will represent a diverse collection of asset classes across many different economic sectors. The firm will work with clients to establish an appropriate level of risk and their desired return rate. Only then can the firm put together this allocation correctly.

For the most part, securities used in this firm’s portfolios come in the form of no-load and load-waived mutual funds. The firm may also utilize variable life or annuity sub-accounts if such an inclusion makes sense for the client's financial situation.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research