Best Financial Advisors in Augusta 2022
We scored 55 Financial Advisors in Augusta and Picked the Top 11
Here are the Picks:
SmartAdvisor by SmartAssetFEATURED
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AP Wealth Management
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.
Apollon
Apollon is a financial planning and wealth management firm serving affluent and ultra-high-net-worth individuals, business owners, and families throughout Augusta. It offers investment advisory, risk management, financial planning, and business services. Its professionals analyze clients' needs, financial situations, risk tolerance, and time horizons and develop a wealth management plan that will help them obtain financial security. Robert H. Gorman, one of the firm's founding partners, is a Certified Financial Planner and carries more than 15 years of experience in the industry.
Calvary Wealth
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.
Fehrman Investment Group
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.”
Firethorn Wealth Partners
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.
GraniteArch Wealth Management
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.
Life Strategies Financial Partners
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.
Richard Young Associates
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.
Strategic Financial Management
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.
The Monitor Group Inc.
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.