Financial advisors for sustainable investing in Georgia
Which financial advisor should I talk to about sustainable investing in Georgia?
For sustainable investing in Georgia, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Lauren Way of Elwood & Goetz Wealth Advisory Group, LLC, Kiersten Peshek of Citrine Capital and Chris Musick of Purpose Financial Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Lauren Way Elwood & Goetz Wealth Advisory Group, LLC, Atlanta Holds the CFA and CFP. Fees on file: percentage of assets.
- Kiersten Peshek Citrine Capital, Columbus Holds the CFP. Fees on file: ongoing planning fee.
- Chris Musick Purpose Financial Planning, Fayetteville Holds the CFP. Fees on file: flat fee or retainer, percentage of assets.
- Brian Seymour Prosperitage Wealth, Mcdonough Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Charles Ambroselli LCP Institutional, Alpharetta Holds the CFP. Fees on file: percentage of assets.
- Rosanna Neil Chicory Wealth, Decatur Holds the CFP. Fees on file: percentage of assets, fixed fees.
How many fee-only financial advisors in Georgia work on sustainable investing?
The Wellspent public graph lists 32 fee-only advisors for sustainable investing in Georgia, at 15 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for sustainable investing in Georgia located?
Of the 32 fee-only advisors for sustainable investing in Georgia, 11 are in Decatur, followed by 7 in Atlanta and 3 in Statesboro.
Plus 7 in other cities.
How do fee-only advisors for sustainable investing in Georgia charge?
The most common fee among fee-only advisors for sustainable investing in Georgia is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 53% charge fixed fees and 31% charge by the hour.
How much do fee-only financial advisors charge in Georgia?
Fee-only financial advisors in Georgia charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 25 Georgia firms.
How much does a one-time financial plan cost in Georgia?
A one-time financial plan from a fee-only firm in Georgia has a median price of $2,000. We found this across the published prices of 17 Georgia firms.
What credentials should a financial advisor for sustainable investing have?
For sustainable investing, look for the CFA and CFP. In Georgia, 50% of the 32 advisors listed hold the CFP.
- CFA9% in Georgia
- The CFA helps with evaluating funds and their holdings.
- CFP50% in Georgia
- The CFP keeps your values tied to your goals.
How do Georgia advisors for sustainable investing compare with the rest of the US?
31% of fee-only advisors for sustainable investing in Georgia charge by the hour, compared with 46% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Georgia. Light bars are all US advisors for sustainable investing.
What should I ask a financial advisor about sustainable investing in Georgia?
- What specifically would you exclude or include for me?
- How do you check that a fund does what its name says?
- How would this change my expected returns and costs?
- How will you report on the impact of my portfolio?
How current is this list of fee-only advisors for sustainable investing in Georgia?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. | Purpose Financial Planning | Fayetteville | CFP, CKA | Flat fee or retainer, Percentage of assets |
| Kiersten Peshek | Citrine Capital | Columbus | CFP | Ongoing planning fee |
| Lauren Way | Elwood & Goetz Wealth Advisory Group, LLC | Atlanta | CFP, CFA, PhD, CRC | Percentage of assets |
| Lindsay Elwood | Elwood & Goetz Wealth Advisory Group | Athens | CFP | Percentage of assets |
| Brian Seymour Guiding First-Generation Wealth Builders | Prosperitage Wealth | Mcdonough | CFP, ChFC, RICP | Percentage of assets, Flat fee or retainer |
| Samuel Deane Financial advice for startup founders and tech employees with equity compensation. | Rora Wealth | Atlanta | Not listed | Flat fee or retainer, Percentage of assets |
| Brianna Shealey Helping clients find clarity of their financial future while humanizing the financial planning experience. | Buena Vista Financial Planning LLC | Decatur | Not listed | Percentage of assets, Flat fee or retainer |
| Ariel Rosenberg | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Carolyn Larocco | LCP Institutional | Atlanta | CFP | Percentage of assets |
| Charles Ambroselli | LCP Institutional | Alpharetta | CFP | Percentage of assets |
| Daniel McNabb | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Ehijie Sado | Values Added | Atlanta | CFP | Percentage of assets, Hourly |
| Heike Lautenschlaeger | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Jacob Newcomer | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Katherine Hagedorn | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Mark Demos | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Mary Shaltis | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Rosanna Neil | Chicory Wealth | Decatur | CFP | Percentage of assets, Fixed fees |
| Samuel Sweitzer | Anson Analytics | Tyrone | CFA | Percentage of assets, Hourly |
| Zachary Samples | LCP Institutional | Atlanta | CFP | Percentage of assets |
| David Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Grayson Shaw | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Kristin Vano | Anson Analytics | Atlanta | Not listed | Percentage of assets, Hourly |
| Stephen Hammond | Christian Values Investing | Statesboro | Not listed | Percentage of assets, Hourly |
| Hakeem Webb | Ncfa | Douglasville | Not listed | Percentage of assets, Hourly |
| Ahmed Mahmood | Wakil Wealth Advisory | Lawrenceville | Not listed | Percentage of assets, Fixed fees |
| Christopher Wilson | LCP Institutional | Atlanta | Not listed | Percentage of assets |
| Kristin Carlin | FERN Impact | Duluth | Not listed | Percentage of assets, Fixed fees |
| Max Kulyk | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
| Michelle Jackson | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
| Sandra Myburgh | FERN Impact | Duluth | Not listed | Percentage of assets, Fixed fees |
| Tina Tyson | Chicory Wealth | Decatur | Not listed | Percentage of assets, Fixed fees |
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