wiseradvisor

Find Top Financial Advisors in Aiken, South Carolina

Advisor Match

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Aiken, South Carolina. 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.

Qualifications of Financial Advisors in Aiken

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.

Qualified Financial Advisors in Aiken, South Carolina
Financial Advisor Office Location Phone Number
W. Steve Marbert CFP®
Richard Young Associates, Ltd.
205 Hudson Trace,
Augusta, GA  30907
(706) 739-0725
Jason Heming
Capital City Financial Partners
5111 Trenholm Road,
Columbia, SC  29206
(803) 782-0671

Information on Qualified Financial Advisors in Aiken

Qualifications CRD# 2590560


Office Location 205 Hudson Trace,
Augusta,
GA 
30907
Phone Number (706) 7390725

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.



Qualifications CRD# 5351495
Series 6, 7, 63, 66

Compensation/Fee Fee-Based


Office Location 5111 Trenholm Road,
Suite #100,
Columbia,
SC 
29206
Phone Number (803) 7820671

About Capital City Financial Partners

At Capital City Financial Partners, we encourage you to sit down with us and discover what your ideal retirement looks like. During our initial meeting, we'll discuss the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, as well as analyze your current fees and tax allocation. Using this information, we'll examine your financial situation and together we'll determine the best strategy to accomplish your goals, recommend ways to reduce your fees and improve tax benefits. We'll also suggest changes to your current investment strategy to align your risk tolerance with your investment portfolio. All of this is complimentary, and once you become a client, we'll continue to review your plan regularly as life events happen, markets change, and you reach different milestones in your retirement plan.



* Additional advisor listing is provided in partnership with Yext

Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation

Are You A Financial Advisor
in South Carolina?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-
FREE GUIDE

Our guide will help you select the most qualified financial advisor for your needs.

DOWNLOAD Your Free Copy

FREQUENTLY ASKED QUESTIONS

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?