Financial Advisors in Alpharetta, GA

Helping you elevate your financial potential

Request an Appointment

3460 Preston Ridge Rd

Suite 500

Alpharetta, GA 30005

Driving Directions

THE Alpharetta, ga TEAM

  • Andrew Band

    Director, Financial Planning

    Alpharetta, Duluth, Vinings

    Andrew Band

  • Andrew Gullion

    Director, Financial Planning

    Alpharetta, Vinings

    Andrew Gullion

  • Ed Sturdivant

    Director, Financial Planning

    Alpharetta, Atlanta, Duluth, Vinings

    Ed Sturdivant

  • Widmark Cano

    Director, Financial Planning

    Alpharetta, Atlanta, Vinings

    Widmark Cano

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Alpharetta, GA

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Alpharetta is here for you, serving the northern region of metro Atlanta. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts