Top Picks · Woodstock
Best Financial Advisors in Woodstock, GA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 17 financial advisors in Woodstock, GA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Derek Good - COUNTRY Financial Representative with a 4.9-star rating from 181 Google reviews and an RNM Score of 88/100. Also in the top tier: Strategic Stewardship and TimeWise Financial. The average rating across all listed financial advisors in Woodstock is 5 stars from 25 reviews per business on average.
Financial advisors in Woodstock typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Strategic Stewardship
Strategic Stewardship stands out as the top-ranked advisor in Woodstock due to its strong reputation and comprehensive financial planning services.
Most Reviewed
Strategic Stewardship
A high review count indicates broad client trust and consistent service quality, making it a reliable choice for prospective clients.
When choosing a financial advisor in Woodstock, consider scheduling initial consultations with multiple firms to compare their approach and fees. Also, verify each advisor's credentials and whether they act as a fiduciary to ensure they prioritize your interests.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
25
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds, this Woodstock advisor holds a near-perfect 4.9★ rating.
2230 Towne Lake Pkwy Bldg 900 Ste 230, Woodstock, GA 30189, USAExceptional 5.0-star rating from over 50 reviews in Woodstock.
3215 S Cherokee Ln Suite 1630, Woodstock, GA 30188, USA5.0 stars from 51 reviews, reflecting exceptional client satisfaction in Woodstock.
3380 Trickum Rd building 1200-200, Woodstock, GA 30188, USAFinancial Advisors Rankings in Woodstock, GA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Derek Good - COUNTRY Financial Representative2230 Towne Lake Pkwy Bldg 900 Ste 230, Woodstock, GA 30189, USA | 4.9★ | 181 |
| #2 | Strategic Stewardship3215 S Cherokee Ln Suite 1630, Woodstock, GA 30188, USA | 5.0★ | 53 |
| #3 | TimeWise Financial3380 Trickum Rd building 1200-200, Woodstock, GA 30188, USA | 5.0★ | 51 |
| #4 | 755 Financial330 Creekstone Ridge, Woodstock, GA 30188, USA | 5.0★ | 4 |
| #5 | Hill & Hill Financial LLC402 Creekstone Ridge, Woodstock, GA 30188, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Tom Ridge8255 Main St Suite 100, Woodstock, GA 30188, USA | 5.0★ | 8 |
| #7 | Shepherd Financial220 Heritage Walk Suite 203, Woodstock, GA 30188, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Ivan A Garcia, CFP®8330 Main St Ste #200, Woodstock, GA 30188, USA | 5.0★ | 3 |
| #9 | Vincent Financial Group9200 Main St Suite 2A, Woodstock, GA 30188, USA | 4.6★ | 11 |
| #10 | Legacy Partners Financial Group123 Mill St, Woodstock, GA 30188, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Woodstock
Rated 5.0 stars by 4 Google reviewers in Woodstock.
330 Creekstone Ridge, Woodstock, GA 30188, USA
Exceptional 5.0-star rating based on a few client reviews in Woodstock.
402 Creekstone Ridge, Woodstock, GA 30188, USA
5.0 stars from 8 Google reviews reflects exceptional client satisfaction.
8255 Main St Suite 100, Woodstock, GA 30188, USA
No Google reviews yet for this Woodstock financial advisor.
220 Heritage Walk Suite 203, Woodstock, GA 30188, USA
Exceptional 5.0-star rating based on 3 Google reviews.
8330 Main St Ste #200, Woodstock, GA 30188, USA
Trusted by clients with a strong 4.6-star rating from 11 reviews.
9200 Main St Suite 2A, Woodstock, GA 30188, USA
Boasts a perfect 5.0-star rating from its first few Google reviews.
123 Mill St, Woodstock, GA 30188, USA
Exceptionally rated 5.0 stars across a handful of client reviews.
5040 Eubanks Rd, Woodstock, GA 30188, USA
Rated 5.0 stars from a small number of Google reviews.
220 Heritage Walk Ste 206, Woodstock, GA 30188, USA
Exceptional 5.0-star rating from a handful of Google reviews.
4390 Earney Rd # 220, Woodstock, GA 30188, USA
No reviews yet for this Woodstock, GA financial advisor.
302 Creekstone Ridge, Woodstock, GA 30188, USA
No reviews yet; a new financial advisor in Woodstock, GA for you to discover.
230 Creekstone Ridge, Woodstock, GA 30188, USA
Highly rated 5.0 stars by local clients in Woodstock.
313 Creekstone Ridge, Woodstock, GA 30188, USA
This financial advisor in Woodstock has not yet received any Google reviews.
117 Towne Lake Pkwy #220, Woodstock, GA 30188, USA
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Financial Advisors in Woodstock, GA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Derek Good - COUNTRY Financial Representative | 88/100 | 4.9 ★ | 181 |
| 2 | Strategic Stewardship | 92/100 | 5.0 ★ | 53 |
| 3 | TimeWise Financial | 91/100 | 5.0 ★ | 51 |
| 4 | 755 Financial | 79/100 | 5.0 ★ | 4 |
| 5 | Hill & Hill Financial LLC | 74/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Tom Ridge | 74/100 | 5.0 ★ | 8 |
| 7 | Shepherd Financial | 15/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Ivan A Garcia, CFP® | 69/100 | 5.0 ★ | 3 |
| 9 | Vincent Financial Group | 77/100 | 4.6 ★ | 11 |
| 10 | Legacy Partners Financial Group | 76/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Woodstock
What is a fiduciary financial advisor and why does it matter in Woodstock?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Woodstock, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Woodstock?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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