Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
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 RICHARD YOUNG ASSOCIATES, LTD. 205 Hudson Trace, Augusta, GA 30907 |
26 | Not Specified | Not Specified | Fee-Only |
Qualifications
CRD# 2590560
Firm CRD# 126124
Compensation/Fee Fee-Only
Office Location
205 Hudson Trace,
Augusta,
GA
30907
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.
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 |
| ASSET ADVISORS
2814-A Hillcreek Drive, Augusta, GA 30909-5635 |
$1,236,197,066 | 1033 |
A percentage of AUM Fixed fees |
| RICHARD YOUNG ASSOCIATES, LTD.
205 Hudson Trace , Suite A, Augusta, GA 30907 |
$683,202,076 | 3621 |
A percentage of AUM |
| FIRETHORN WEALTH PARTNERS, LLC
2550 Central Avenue, Augusta, GA 30904 |
$289,427,713 | 1466 |
A percentage of AUM Fixed fees |
| AP WEALTH MANAGEMENT
1100 Frazier Drive, Augusta, GA 30909 |
$214,163,408 | 671 |
A percentage of AUM Hourly charges Fixed fees |
| WYNN CAPITAL
965 Broad Street, Augusta, GA 30901 |
$163,342,496 | 632 |
A percentage of AUM |
| CALVARY WEALTH, LLC
3740 Executive Center Drive, Augusta, GA 30907 |
$154,462,030 | 395 |
A percentage of AUM Hourly charges |
* 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 |
Grow your AUM with pre-qualified leads!
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
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?
