Loading page
Find Help · Georgia
Financial Advisors serving Georgia. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Georgia so far: 121 financial advisors, 12 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Georgia guide, which cites the statute or the state agency behind it. Read the Georgia guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Georgia is the order to work in. It's free and it always will be.
Georgia financial advisor offering financial planning, investment management, and balance sheet management services, including tax optimization and planning for entrepreneurs and executives, in the Sandy Springs area.
Georgia wealth management firm offering investment management, trust and estate planning, liquidity solutions, and charitable giving services in the Atlanta area.
Georgia investment advisory firm offering direct investments, growth capital, minority/majority recapitalizations, and credit solutions for founder-led and family-owned businesses in the Atlanta area.
Georgia investment advisory firm offering fee-only investment management, wealth management, and institutional advisory services, including outsourced CIO, fixed income, and alternative investment strategies, in the Savannah area.
Georgia financial advisory firm offering financial planning, retirement planning, tax strategies, estate planning, and wealth management services in the Atlanta area.
Georgia financial advisor offering wealth management and trust services in the Atlanta area.
Georgia financial advisor offering financial planning, investment management, tax planning, retirement planning, and tax preparation services, including financial therapy, in the Savannah area.
Georgia financial advisor firm offering investment management, asset allocation, and retirement guidance in the Marietta area.
Georgia financial advisory firm offering wealth management and investment services in the Atlanta area.
Georgia asset management firm offering mutual funds, ETFs, closed-end funds, and a mortgage REIT, including fixed income and multi-strategy credit strategies, in the Atlanta area.
Georgia financial advisor offering wealth management, investment advisory, risk management, and insurance services, including personal and business planning resources, in the Watkinsville area.
Georgia investment advisory firm offering asset management, investment programs, and alternative investment access in the Atlanta area.
Georgia financial advisor offering wealth management, investment management, and legacy planning services, including services for high-net-worth individuals, institutional clients, and family offices, in the Atlanta area.
Georgia financial advisor offering personalized financial planning and wealth management for business owners in the Marietta area.
Georgia financial advisor offering investments, retirement planning, financial management, asset allocation, business succession planning, and charitable giving services in the Atlanta area.
Georgia investment advisory firm offering investment management, retirement planning, alternative investing, and income production services in the Marietta area.
Georgia registered investment adviser offering portfolio management services in the Atlanta area.
Georgia investment management firm offering alternative investment strategies in the Atlanta area.
Georgia financial advisory firm offering wealth management, investment strategies, and financial planning services in the Milton area.
Georgia financial advisor firm offering financial planning services and portfolio management for individuals, small businesses, and institutional clients in the Savannah area.
Georgia financial advisory firm offering wealth management, estate planning, and financial services, including insurance products, in the Valdosta area.
Georgia financial advisory firm offering investment management, wealth management, business consulting and advisory, and retirement planning for small business owners, including services for executives, business owners, and individuals, in the Duluth area.
Georgia investment advisory firm offering financial planning and investment management services for individuals, families, business owners, corporate executives, and institutions in the Atlanta area.
Georgia financial advisor offering retirement plan consulting, retirement planning, asset management, and tax services in the Athens area.
Georgia financial advisory firm offering written financial plans, investment manager strategies, insurance solutions, and retirement plan advice in the McDonough area.
Georgia financial advisory firm offering tax law, health care, trust services, and wealth management guidance, including retirement planning, in the Atlanta area.
Georgia financial advisory firm offering corporate retirement plan consulting, estate, charitable giving and trust services, financial and retirement planning, longevity planning, and portfolio management in the Athens area.
Georgia financial advisor firm offering financial planning and investment management services for individuals, professionals and executives, and business owners in the Atlanta area.
Georgia financial advisory firm offering retirement planning, tax planning, risk management, education planning, investment advisory, estate planning, and charitable giving services, including plan services for businesses such as defined contribution, defined benefit, and non-qualified plans, in the Alpharetta area.
Georgia financial advisor firm offering financial planning, investment management, wealth management, and retirement planning services in the Atlanta area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →