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Randall Avery (CFA, CFP®)

Randall Avery focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals

Additional Information

Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER®, with over 15 years of experience helping people with money. I understand the unique needs of pre-retirees, self-employed individuals, and practice owners like you.

I specialize in helping clients:

Plan for retirement that perfectly fits their lifestyle

Strategically invest to minimize your tax burdens to provide more retirement income

Elevate your personal wealth while maintaining the growth of your business

Ensure a smooth transition as you move to the next phase of your life

I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You’re not just getting a financial expert; you’re getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity.

Beyond his role as a financial advisor, Randall is also a public speaker. He shares his wisdom on building wealth, managing money within a relationship, and strategies for growing your wealth while operating your practice.

NAPFA Start Date

August 27, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

160 Clairemont Ave Suite 200 Decatur, GA 30030 Phone: (770) 712-1102
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