WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Augusta. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Financial Advisors in Augusta, Georgia|
|Financial Advisor||Office Location||Phone Number|
|W. Steve Marbert CFP®
Richard Young Associates, Ltd.
205 Hudson Trace,
Augusta, GA 30907
205 Hudson Trace,
GA 30907 Phone Number (800) 8606577
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 improved confidence while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing excellent diversification and asset allocation with our money management. We pride ourselves in providing impeccable client service and highly competent financial advice.
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