Find Top Financial Advisors in Augusta, Georgia

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Augusta, Georgia
Last Updated - 18-Mar-2023

Augusta has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 30 non-vetted advisors in your local area. These financial advisors in Augusta, Georgia have an average of 26 years of experience.

NOTE: The list of financial advisors in Augusta, Georgia mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Augusta, Georgia.

Qualified Financial Advisors in Augusta, Georgia
Financial Advisor Experience AUM Minimum Assets Fee Structure
W. Steve Marbert
CFP®, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
205 Hudson Trace,
Augusta, GA 30907
26 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Augusta

Qualifications CRD# 2590560
Firm CRD# 126124

Compensation/Fee Fee-Only

Office Location 205 Hudson Trace,
Phone Number 706-739-0725

Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. In 1998 he completed his CFP® coursework through the College of Financial Planning and obtained his designation as a Certified Financial Planner. He is licensed in investment advice and insurance. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.

About Richard Young Associates, Ltd.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Top Financial Advisor Firms in Augusta, Georgia (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
2814-A Hillcreek Drive,
Augusta, GA 30909-5635
$1,236,197,066 1033 A percentage of AUM
Fixed fees
205 Hudson Trace , Suite A,
Augusta, GA 30907
$683,202,076 3621 A percentage of AUM
2550 Central Avenue,
Augusta, GA 30904
$289,427,713 1466 A percentage of AUM
Fixed fees
1100 Frazier Drive,
Augusta, GA 30909
$214,163,408 671 A percentage of AUM
Hourly charges
Fixed fees
965 Broad Street,
Augusta, GA 30901
$163,342,496 632 A percentage of AUM
3740 Executive Center Drive,
Augusta, GA 30907
$154,462,030 395 A percentage of AUM
Hourly charges

    List of Additional Advisors in Augusta, Georgia*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Al Nelson
    Inquire with Al
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8120
    Brian Keith
    Inquire with Brian
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8114
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    One 10th St, Suite 600, Augusta, GA  30901 706-724-2601
    David K Eubank
    Inquire with David
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8137
    Heather J Seigler
    Inquire with Heather
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8141
    Stephen J Anaclerio
    Inquire with Stephen
    One 10th St, Suite 600, Augusta, GA  30901 803-642-7044
    Sandra J Vantrease
    Inquire with Sandra
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8117
    Randall J Snipes
    Inquire with Randall
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8113
    The Riverwalk Group
    Inquire with Riverwalk
    1 10th St, Suite 600, Augusta, GA  30901 706-823-8152
    David McDaniel
    Inquire with David
    One 10th St, Suite 600, Augusta, GA  30901 706-823-8125
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?