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Best Financial Advisors in Augusta

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Augusta, GA

Why choose this provider?

Need help contacting a Financial Advisor in Augusta? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). 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 | Call 848.Book.Pro!

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

Why choose this provider?

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.
4.8
Facebook
5.0 / 5 (16)
Google
5.0 / 5 (1)
Yelp
1.0 / 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

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

Why choose this provider?

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

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

Why choose this provider?

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.
5.0
Google
5.0 / 5 (31)

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the Invest Georgia Exemption and how does it affect investing in Augusta?

    The Invest Georgia Exemption allows businesses formed under state law to raise up to $5 million from resident investors. It also restricts securities issuers from selling more than $10,000 in securities to non-accredited investors in Georgia, whereas accredited investors are not restricted. To apply, any Augusta issuer must complete Form GA-1 and submit it to the Georgia Commissioner of Securities.

  • What are the largest investors and industries in Augusta?

    Many national brands, government enterprises, and international businesses call Augusta home, including Starbucks, Solvay, Textron, and Coca-Cola. The metro is also home to domestic corporations such as Merrill Lynch, Cardinal Health, AT&T, and Comcast. According to the Augusta Economic Development Authority, the area's economic growth is driven by seven industry sectors. Logistics, advanced manufacturing, cybersecurity and data centers, customer service, food manufacturing, aerospace, and chemical manufacturing are among them.

  • Should you take out your retirement savings in Augusta through a lump sum payment?

    The Securities and Exchange Commission warns Augusta residents against receiving a lump sum payment from their retirement savings. According to experts, deciding how to invest one's retirement funds should take several months to a few years. Individuals must meticulously evaluate their financial situation, consider hiring a financial professional, and effectively manage their cash before making the life-changing decision to spend their retirement savings.

  • Is it possible to determine which investment strategy is best for someone in Augusta?

    Before deciding on a strategy, an Augusta investor should consider their investment objectives and expectations. They can assess their objectives for investing in a specific fund as well as their long-term goals. They must also consider the tax implications, their risk-reward preferences, and their personal financial intelligence and investment knowledge.

  • What kinds of small business retirement plans can proprietors in Augusta get?

    Retirement plans for small business owners in Augusta include 401(k), Simplified Employee Pension, profit-sharing, SIMPLE IRA, and Cash Balance Plan. A Small Business Retirement Plan is a tax-advantaged way for business owners to plan for retirement while also providing benefits to their employees. Its advantages include increased employee retention, wealth creation for owners, and increased employee satisfaction.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.