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Advisors near 31201
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Britian B
Series 65, Series 66
Macon, GA
Bickley Investments, LLC
Britian Bickley is the sole advisor at Bickley Investments, LLC, based in Macon, GA. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to his advisory role, he has been a homemaker since 2013. Bickley Investments focuses on financial planning and discretionary investment management for high net worth and ultra-high net worth individuals. The firm employs a passive, low-cost investment strategy centered on market-tracking index ETFs and select mutual funds, guided by a client-specific Investment Policy Statement.
Delmas W
Series 65
Macon, GA
Wilson Wealth Stewardship
Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 license and previously worked at Christy Capital Management for nine years before joining his current firm in 2018. Wilson is also individually licensed to sell fixed insurance products in Georgia, dedicating less than 25% of his time to this activity. Wilson Wealth Stewardship is a small, state-registered advisory firm serving individual and high-net-worth clients with portfolio management and financial consulting services. The firm primarily uses model-based programs and third-party managers and offers educational seminars and public workshops on financial planning, retirement, and estate topics.
Lucinda D
Series 63, Series 65
Macon, GA
CFS Wealth Management
Lucinda Dallas is a financial advisor at CFS Wealth Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CFS Wealth Management since 2010. Outside of her advisory role, she is a minority owner of a family business, Top Level, L.L.C., in a passive capacity. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio construction, managing approximately $158.7 million primarily in discretionary accounts.
Randall N
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 26 years of industry experience. He has been with the firm since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides consulting and board governance services for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and employs a combination of technical, fundamental, and cyclical analysis to tailor portfolios to client objectives.
Keith D
Series 65
Macon, GA
J. L. Perkins Wealth Management, LLC
Keith Dykes is a financial advisor at J. L. Perkins Wealth Management, LLC in Macon, GA, holding a Series 65 designation with two years of industry experience. He has been with J. L. Perkins Wealth Management since 2023 and is also involved in the food service industry through his role at Dykes Foods, Inc. J. L. Perkins Wealth Management primarily serves individual clients by providing financial planning and consulting, arranging advisory services through third-party money managers, and offering insurance products alongside investment advice. The firm focuses on due diligence and oversight of external managers and uses a combination of fundamental and technical investment analysis.
James B
Series 65
Macon, GA
Beall Financial Planning, Inc.
James Beall is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Beall Financial Planning, Inc. in Macon, GA since 1987. Beall Financial Planning serves individual and high-net-worth clients, including trusts, offering portfolio management, comprehensive financial planning, and life-planning advisory services. The firm operates as a fee-only fiduciary, emphasizing conservative, long-term asset allocation with a focus on capital preservation and low-cost investments.
Tim H
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Tim Hemingway is a financial advisor with Smith, Brown & Groover, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Smith, Brown & Groover since 2005. Outside of his advisory work, Hemingway serves as a licensed professional counselor and United Methodist pastor, providing counseling and religious services in his community. Smith, Brown & Groover, Inc. is a registered investment adviser managing approximately $283 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management with a focus on long-term stock holdings and tailored investment strategies using technical, fundamental, and cyclical analysis.
Trent S
Series 63, Series 65
Macon, GA
Solomon Investments & Financial Planning, LLC
Trent Solomon is the sole advisor at Solomon Investments & Financial Planning, LLC in Macon, GA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc., Dominion Investor Services, Inc., and Cambridge Investment Research. Outside of his advisory work, he co-founded Joshua's Wish, a nonprofit supporting pediatric cancer research and providing financial assistance to families. Solomon Investments & Financial Planning offers fee-based financial planning, asset-allocation management through a third-party program, and retirement-plan advisory services to individuals, businesses, and tax-exempt organizations. The firm also conducts free public seminars and provides pension consulting services for employer retirement plans.
Wade C
Series 63, Series 66
Macon, GA
CFS Wealth Management
Wade Chapman is a financial advisor at CFS Wealth Management in Macon, GA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CFS Wealth Management since 2005, also working at CFS Capital Advisors LLC from 2013 to 2025. Outside of advisory services, he serves as an executor and trustee for individuals who are not clients. CFS Wealth Management provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, couples, custodians, IRA owners, trustees, and business owners. The firm emphasizes capital preservation and uses third-party research to guide portfolio management across discretionary accounts.
Raymond S
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Raymond Smith Jr. is a financial advisor at Smith, Brown & Groover, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1992. Outside of his advisory role, he serves on the boards of Purefy.com and Goodwill of Macon and is involved with a tire stem manufacturing venture, TWISTEM.COM, on a voluntary basis. Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and tailors portfolios using technical, fundamental, and cyclical analysis, generally pursuing long-term stock holdings and institutional or F-/C-class mutual fund share classes.
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Advisors near 31201
Out of 400,000+ nationwide