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Dwight L
Series 63, Series 65
Athens, GA
Langley Wealth Management
Dwight Langley is a financial advisor at Langley Wealth Management in Watkinsville, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Vickery Financial Services, Inc. and Vickery Langley Wealth Management. Outside of advisory services, Langley is also an independent life insurance agent. Langley Wealth Management serves individual investors and other client types, focusing on non-discretionary portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation across diversified mutual fund portfolios, periodic rebalancing, and a long-term investment approach, implementing recommendations only with client approval.
Cecil S
CFP®
Athens, GA
ARCH Financial Planning, LLC
Arch Financial Planning is a fee-only, fiduciary firm based in Oconee County, serving clients across Athens, Watkinsville, Monroe, Social Circle, and the Lake Oconee area. We specialize in helping retirees and those approaching retirement turn years of saving into a clear, tax-efficient income plan. Our clients are often successful professionals and business owners who want more than generic advice—they want a coordinated strategy that aligns their investments, taxes, and long-term goals. Our planning process is built around simplifying complex financial decisions. We focus on retirement income planning, tax strategy, Social Security timing, and portfolio design—helping clients understand how to draw income sustainably while minimizing unnecessary taxes. This includes strategies like Roth conversions, managing required minimum distributions, and structuring portfolios to support both stability and long-term growth. Every recommendation is grounded in a comprehensive financial plan, not product sales or one-size-fits-all models. At Arch Financial Planning, we believe great advice starts with a strong relationship. We work closely with each client to provide ongoing guidance, proactive planning, and clarity through every stage of retirement. If you're nearing retirement or already retired and want confidence that you're making the most of what you've built, we help you turn complexity into a clear, actionable plan. Arch Financial Planning partners with clients who want clarity and proactive guidance—crafting retirement plans that incorporate Social Security timing, tax-efficient withdrawal strategies, Roth conversion analysis, investment allocation, healthcare planning, estate considerations, and long-term financial security. Whether you're in Athens, Metro Atlanta, North Georgia, or along the Georgia coast, Arch Financial Planning delivers personalized, modern financial planning to help you retire with confidence and live a life aligned with your values.
Kyle R
Series 65
Athens, GA
TROIKA CAPITAL ADVISORS, LLC
Kyle Roney is a Series 65-credentialed financial advisor with 19 years of industry experience, currently operating as the sole advisor at TROIKA CAPITAL ADVISORS, LLC since 2010. Based in Athens, GA, he focuses on discretionary portfolio management and financial planning. Troika Capital Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and pension or profit-sharing plans. The firm manages approximately $44 million using fundamental analysis and a long-term trading approach, occasionally incorporating options strategies, and emphasizes individualized Investment Policy Statements to document client objectives and risk tolerance.
Talbert C
Series 63, Series 65
Athens, GA
Black Lake Capital Corp.
Talbert Cooper is a financial advisor with Black Lake Capital Corp. in Athens, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Black Lake Capital Corp. since 2008. Outside of advisory services, he is involved in private land management for a private holding, which may account for up to 10% of his time. Black Lake Capital is an independent SEC-registered investment adviser managing approximately $17.2 million for individuals, trusts, and limited partnerships. The firm employs a Modern Portfolio Theory-based approach with diversified strategies across equities, fixed income, and options, and provides portfolio management, investment counseling, and financial planning tailored to client objectives and risk tolerance.
Randall C
ChFC®, Series 63
Athens, GA
RChristianFinancial Consultants, LLC "The Clients Fiduciary"
Randall Christian is the founder of RChristian Financial Consultants, LLC and holds the ChFC® and Series 63 designations, with 18 years of experience in the financial industry. He has operated his own firm since 2010 and is also the owner and president of Christian Financial, Inc., a non-investment-related business. RChristian Financial Consultants provides discretionary portfolio management, comprehensive financial planning, and retirement plan advisory services to individuals, corporations, and plan sponsors. The firm uses fundamental analysis with a focus on long-term, buy-and-hold strategies, and offers an electronic planning portal to consolidate client assets for holistic planning.
Thomas G
Series 63, Series 65
Athens, GA
Liberty Street Capital, LLC
Thomas Greene III is the principal of Liberty Street Capital, LLC in Athens, GA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has led Liberty Street Investment Management since 2011. Outside of investment management, he serves as a director for Provident Resources Group, focusing on healthcare, housing, and government burden reduction. Liberty Street Capital provides fee-based, discretionary portfolio management primarily for pooled and entity clients. The firm employs an allocation-driven approach with diversified proprietary portfolios emphasizing low turnover and cost containment, and it maintains a unique affiliation with the principal’s legal practice.
Mindy O
CFP®
Watkinsville, GA
Oglesby Wealth Strategies, LLC
Mindy Oglesby is a CFP® professional with two years of experience, currently serving as the principal of Oglesby Wealth Strategies, LLC in Watkinsville, GA. She has been involved with Oglesby Financial Group, Inc. since 2012 as an insurance broker and also owns JWL Properties LLC. Oglesby Wealth Strategies provides financial planning and consulting services to individual clients and retirement plan sponsors, focusing on ERISA 3(21) fiduciary services and plan-level advisory work. The firm does not manage client assets directly but recommends and monitors third-party money managers while supporting clients with investment policy statements and participant education.
K. C
Series 65
Athens, GA
Collins/Moody Financial Services, L.L.C.
K. Collins is a Series 65-licensed advisor with Collins/Moody Financial Services, L.L.C. in Athens, GA, bringing 22 years of industry experience. He has been with Collins/Moody Financial Services since 2001 and has worked at the affiliated accounting firm Collins/Moody & Company, PC since 1980. Collins’s background includes significant involvement in accounting and tax work through his CPA role. Collins/Moody Financial Services, LLC provides investment advisory and portfolio management services to individuals, high-net-worth clients, nonprofits, and retirement plans. The firm emphasizes long-term asset allocation based on Modern Portfolio Theory, utilizing passive asset-class mutual funds and model portfolios through Savant Wealth Management while maintaining oversight of trade execution and portfolio administration.
Judson M
CFP®, ChFC®, Series 63, Series 65
Athens, GA
Vision Financial Concepts
Judson Mallard is the owner and president of Vision Financial Concepts in Athens, GA, holding CFP® and ChFC® designations with 35 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 12 years and has managed his own independent firm since 1994. Mallard is also an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Vision Financial Concepts serves individual and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm builds customized, globally diversified portfolios using a combination of strategic, tactical, and sector-rotation approaches, often implementing these through third-party platforms while maintaining both discretionary and non-discretionary advisory roles.
Thomas W
CFA®
Athens, GA
Joseph Jekyll Advisers LLC
Thomas Wilkins is a CFA charterholder and principal of Joseph Jekyll Advisers LLC in Athens, GA, with 19 years of industry experience. He has been with Joseph Jekyll Advisers since 2006. Wilkins also serves as chairman of the Wilkins Foundation, Inc., a private foundation involved in charitable activities including book publishing. Joseph Jekyll Advisers provides investment management, financial planning, business consulting, trust management, and estate administration services to individuals, high-net-worth clients, businesses, trusts, and charitable organizations. The firm’s investment approach is based on fundamental analysis and balance-sheet review, emphasizing long-term buy-and-hold strategies while incorporating selective trading and a range of investment vehicles. It is notable for its paid subscription financial publications and performance-based fee arrangements for qualified clients.
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Advisors near 30607
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