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Outstanding Local Financial Advisors in 2020

These professionals assist with making smarter financial decisions and are being recognized by for their contribution to their clients and the local community.

By: Sylvia Slezak | Jun 2020

Financial advisor meeting with clients Financial advisor meeting with clients photo by csp_gajdamak

A financial advisor uses their knowledge and expertise to construct personalized financial plans that aim to further and achieve financial goals.

Johnson Financial Services, P.C. - Loganville, GA

Johnson Financial Services specializes in financial consulting and tax planning for small to medium-sized corporations, partnerships and limited liability companies in addition to individuals who own these businesses. Their understanding of the structure and practices of a particular industry is able to offer the services a business needs to reach its goals. John Financial Services concentrates on specific niche markets in order to provide exceptionally innovative and strategic consulting services, in addition to assisting with accounting, tax preparation, and other financial services in the Atlanta area.

The list of these industries and business professionals include, but are not limited to:

  • Construction Firms - Residential and Commercial
  • Insurance & Risk Management Firms - P&C and Life
  • Law Firms - Sole proprietors, emerging practices, and established law firms.
  • Real Estate - Real estate agents, developers, and brokers.
  • Technology - IT companies, tech start-ups, and more.

Practicing as a tax accountant and business advisor since 1997, Curtis J. Johnson, CPA began his career with a regional CPA firm working with high net worth clients in the individual tax, business tax and small business administration groups. He went on to a legal and financial services firm managing the accounting, tax, and financial services arm of the firm, thus gaining valuable experience in client representation before the Internal Revenue Service and various state agencies. Curtis Johnson is a Certified Public Accountant in the state of Georgia (GA License #024193) and a fellow member of the Georgia Society of Certified Public Accountants.

Partners In Planning, LLC - Blue Ash, OH

A financial services firm, Partners In Planning specializes in assisting their clients to clarify their dreams, achieve their short-term and long-term goals from higher education for their children or grandchildren, to enjoying retirement, to wishes for the estate they leave behind.

Partners In Planning is committed to continuing education and training, and communication that builds understanding and trust. They have turned many portfolios into a lucrative future while they helped guide their clients towards a more secure future.

Their services include:

  • Financial Planning - Money management, retirement plans, estate plans, college plans
  • Insurance - Life insurance, long-term care insurance, disability income insurance
  • Investments - Bonds, common stock, exchange-traded funds, mutual funds, IRAs, Roth IRAs, SEP IRAs, 529 Savings Plans, Educational IRAs, variable annuities

Robin A. Freeman is a Certified Financial Planner™ who became registered as a Registered Representative and Investment Advisor Representative in 1992, and has been in financial management since 1978, serving in various capacities for General Electric and the Trane Company, in additional to five years as the Regional Director of Financial Planning for Lincoln Financial Advisors in Cincinnati, OH.

Suncrest Wealth Management, LLP - Tucson, AZ

Suncrest Wealth Management offers financial vehicles that help their clients feel confident about their retirement savings strategies. The firm assists in providing the potential for accumulation, growth and safety of principal in challenging times. At Suncrest Wealth, they believe that everyone should have an advisor who is honest, has integrity, and has a commitment to make things simpler and less complicated.

When Fred Adler established Suncrest Wealth Management, his objective was to help clients eliminate confusion in planning their financial future. With over 30 years of experience in the Insurance and Financial Services industry, he believes honesty, integrity and excellent customer service are most important in business relationships. He has served at the Southern Arizona Better Business Bureau for over seven years, and was elected Chairman of the Board of Directors in 2015. Fred Adler is also an Approved Member of the National Ethics Association. To be an approved member of the National Ethics Association, one must successfully pass a comprehensive series of background checks known as the Ethics Check System.

Triumph Capital LLC - Denver, CO

Triumph Capital was founded on the goal of assisting each client in every aspect of their financial life. Long-term relationships that encourage open and honest communication have been the cornerstone of Triumph Capital's foundation of success. They provide impeccable client services to help reduce taxes and preserve assets by utilizing numerous investment products and strategies. The staff at Triumph Capital consists of experienced professionals with a “hands-on” approach to financial advice.

Through their website, Triumph Capital provides invaluable resources, educational videos, tax tables, downloadable forms, and more. The services delivered range from estate and business succession planning to retirement planning, charitable planning, and tax-sensitive investment strategies. showcases thousands of incredible businesses in more than 300 industry/professional categories that are located in over 100 major U.S. cities. The Outstanding Local Business Award (OLBA) is given to locally-owned and operated businesses in recognition of their services to their clients and the local community, and have met all of the Criteria listed on

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