Find Top Financial Advisors in Duluth, Georgia

Jaylon Ellison, our Chief Investment Officer, specializes in working with high-net-worth investors, business owners, and families seeking one-on-one service. Jaylon coordinates with his service team to inform you of and maintain accounts in your best interest through onboarding and ongoing working relationships. 4P Wealth Trust exists on the cornerstones of client service. Learn more at 4pwt.com.

4P Wealth Trust came to life from the 24+ years of experience of our founder, fiduciary, and CIO, Jaylon Ellison. We help multi-generational families and business owners, offering a comprehensive planning approach driven by a high standard of care and duty.

You have direct access to Jaylon and his team via phone calls, virtual conferences, or in-person meetings. We act in a coordinated effort to be accessible, transparent, and resourceful. We are not here to disrupt an ongoing planning engagement but to be a second set of eyes.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You^™.