Expertise.com

Best Financial Advisors in Augusta

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2023
Laurels

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Expertise.com Concierge Service logo
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Free booking service!

Expertise.com Concierge Service

Augusta, GA

Business Description

Need help contacting a Financial Advisor in Augusta? Call our Concierge team at 818-639-7726. They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Augusta, GA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

AP Wealth Management logo
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AP Wealth Management

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1100 Frazier Drive, Augusta, GA 30909
  • Certified Financial Planner (CFP)

Business Description

Based in Augusta, AP Wealth Management is an independent financial advisory firm that serves clients from across 19 states. It helps clients attain their financial goals and build their wealth through their three core services, which include investment management, tax and estate planning, and financial planning. The professionals of AP Wealth Management have a combined industry experience of more than 120 years. Partner Gene McManus is active in organizations such as the Diocese of Savannah, Rotary International, and Boys & Girls Clubs of the CSRA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Calvary Wealth logo
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Calvary Wealth

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3740 Executive Center Drive, Augusta, GA 30907
  • Estate Planning
  • Retirement Planning

Business Description

Calvary Wealth is a financial advisory firm that services clients in the Augusta metro and its surrounding areas. It helps clients manage their wealth through various services, such as retirement planning, charitable planning, strategic tax planning, and education planning. In addition, it helps clients in designing their portfolios, analyzing their financial circumstances, and managing their risks. It also helps in overseeing clients' trusts. One of the firm's financial advisors, Bill Cleveland, is a member of the National Association of Personal Financial Advisors.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Fehrman Investment Group logo
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Fehrman Investment Group

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2908 Professional Parkway, Augusta, GA 30907
  • Retirement Planning
  • Insurance Products

Business Description

Fehrman Investment Group offers personalized wealth management plans and financial strategies to clients in Augusta. The firm follows a four-step process in financial planning that involves analyzing clients' current financial situation, including pension, insurance coverage, and account statements. It creates strategies such as retirement distribution and new account setup and reviews clients' progress periodically. President Jeff Fehrman has been in the financial industry for 27 years and has authored a book titled “Opportunity: Your Blueprint for Financial Success.”

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Firethorn Wealth Partners logo
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Firethorn Wealth Partners

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2550 Central Avenue, Augusta, GA 30904
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Firethorn Wealth Partners is a company of financial advisors that serves clients in Augusta and its surroundings. It offers retirement income, trust, and estate planning, tax strategy review, investment management, and college planning. Its team developed the Pyracantha Process, which helps simplify financial complexities. Firethorn is a Registered Investment Advisor with the US Securities & Exchange Commission, and is a privately owned and independent company. Two of its directors, Jerry Rogers and Scott Benjamin, are certified financial planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
GraniteArch Wealth Management logo
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GraniteArch Wealth Management

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4210 Columbia Road, Augusta, GA 30907
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

GraniteArch Wealth Management has been providing financial planning solutions to business owners and families in Augusta and the surrounding areas since 1998. Anthony Gallo is a Certified Financial Planner and the firm's chief executive officer. He and his team handle tax, retirement, investment, estate, business succession, and 401(k) planning. They also focus on executive compensation, key person insurance, buy-sell agreements, and even charitable giving. Anthony has also worked for over 10 years in the accounting and business consulting industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Life Strategies Financial Partners logo
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Life Strategies Financial Partners

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3540 Wheeler Road, Augusta, GA 30909
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Life Strategies Financial Partners is a wealth advisory firm that services clients in the Augusta metro and its surrounding areas. It helps clients manage their estate, plan their retirement, create an investment strategy, and oversee their overall financial situation. It also handles cash flow and generates debt management strategies. In addition, it helps clients understand tax policies that can help them with their unique tax circumstances. Life Strategies Financial Partners' operations manager, Jason Renner, also holds the Accredited Portfolio Management Advisor designation.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Richard Young Associates logo
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Richard Young Associates

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205 Hudson Trace, Augusta, GA 30907
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Richard Young Associates is a locally owned financial advisory firm that has been serving clients in and around Augusta since 1974. Comprising a team of financial advisors who are Certified Financial Planners, the firm assists in financial planning, retirement planning, and investment management. Steve Marbert, the president and owner of the company, has served as the financial chairperson for the Aiken County Young Life for over 20 years. He provides his knowledge and experience in financial planning by co-hosting a podcast called MoneyMD.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Strategic Financial Management logo
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Strategic Financial Management

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2838 Hillcreek Drive, Augusta, GA 30909
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Strategic Financial Management provides a wide range of financial planning services for individuals and businesses in the Augusta area. Its team of financial advisors offers retirement planning, estate planning, and investment management. The firm's team is also composed of accountants that perform tax planning and identify potential opportunities for savings. Scott Fitzgerald, the CEO and founder of the firm, established it in 2004. It is also affiliated with Carson Partners, a nationwide network of financial advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (15)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Monitor Group Inc. logo
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The Monitor Group Inc.

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534 Blackburn Drive, Augusta, GA 30907
  • Certified Financial Planner (CFP)

Business Description

The Monitor Group Inc. is a fiduciary financial advisory firm that services clients in the Augusta metro and its surrounding areas. It helps client manage their wealth through various services, such as estate planning, retirement planning, investment planning, insurance planning, and education planning. In addition, it helps clients in cash flow analysis and portfolio plan implementation. The firm personalizes each of its plans to achieve its clients' specific goals. The Monitor Group Inc. is a member of The National Association of Personal Financial Advisors.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail