#1Cannon Financial Strategists, Inc.
CANNON FINANCIAL STRATEGISTS, INC.
Based in Athens-Clarke County unified government (balance), GA
Retirement Plan Advisors in Clarke County, GA
The top-ranked retirement plan advisors serving Clarke County, GA are Cannon Financial Strategists, Inc., Carson Advisory Group and Elwood & Goetz. We list 7 retirement plan advisors serving Clarke County, GA. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Clarke County, GA. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Clarke County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Cannon Financial Strategists, Inc. | SEC-registered investment adviser (CRD)#133509 | Athens-Clarke County unified government (balance), GA | (706) 548-3422 |
| 2 | Carson Advisory Group | SEC-registered investment adviser (CRD)#117410 | Athens-Clarke County unified government (balance), GA | (706) 543-6578 |
| 3 | Elwood & Goetz | SEC-registered investment adviser (CRD)#154839 | Athens-Clarke County unified government (balance), GA | (706) 548-1025 |
| 4 | Fully Financial | SEC-registered investment adviser (CRD)#326015 | Athens-Clarke County unified government (balance), GA | (706) 389-8426 |
| 5 | Lanier Financial Group LLC | SEC-registered investment adviser (CRD)#152945 | Athens-Clarke County unified government (balance), GA | (404) 882-2628 |
| 6 | Trademark Capital Management Inc. | SEC-registered investment adviser (CRD)#214512 | GA | (706) 534-2351 |
| 7 | Elevate Wealth Advisory, Inc. | SEC-registered investment adviser (CRD)#149713 | GA | (706) 353-2728 |
#2Carson Advisory Group
CARSON ADVISORY, INC.Based in Athens-Clarke County unified government (balance), GA#3Elwood & Goetz
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCBased in Athens-Clarke County unified government (balance), GA#4Fully Financial
FULLY FINANCIAL, LLCBased in Athens-Clarke County unified government (balance), GA#5Lanier Financial Group LLC
LANIER FINANCIAL GROUP LLCBased in Athens-Clarke County unified government (balance), GA#6Trademark Capital Management Inc.
TRADEMARK CAPITAL MANAGEMENT INC.Serves this area from GA#7Elevate Wealth Advisory, Inc.
ELEVATE WEALTH ADVISORY, INC.Serves this area from GA
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Frequently asked questions
How many retirement plan advisors serve Clarke County?
We list 7 retirement plan advisors serving Clarke County, GA: 5 based there and 2 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Clarke County?
The top-ranked retirement plan advisors serving Clarke County, GA are Cannon Financial Strategists, Inc., Carson Advisory Group, Elwood & Goetz, Fully Financial and Lanier Financial Group LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Clarke County are verified against official records?
7 of the top 7 match an active official record: Cannon Financial Strategists, Inc. (U.S. Securities and Exchange Commission), Carson Advisory Group (U.S. Securities and Exchange Commission), Elwood & Goetz (U.S. Securities and Exchange Commission), Fully Financial (U.S. Securities and Exchange Commission) and Lanier Financial Group LLC (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Clarke County
Communities served
Winterville