Best Financial Advisors in Augusta

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Last updated: October 1, 2022

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SmartAdvisor by SmartAsset

Augusta, GA

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.

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AP Wealth Management

1100 Frazier Drive, Augusta, GA 30909

Certified Financial Planner (CFP)

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

3633 Wheeler Road, Augusta, GA 30909

Certified Financial Planner (CFP)

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

3740 Executive Center Drive, Augusta, GA 30907

Estate Planning
Retirement Planning

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

2908 Professional Parkway, Augusta, GA 30907

Retirement Planning
Insurance Products

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

2550 Central Avenue, Augusta, GA 30904

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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

4210 Columbia Road, Augusta, GA 30907

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

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

3540 Wheeler Road, Augusta, GA 30909

Estate Planning
Certified Financial Planner (CFP)
Tax Planning

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

205 Hudson Trace, Augusta, GA 30907

Certified Financial Planner (CFP)
Retirement Planning

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

2838 Hillcreek Drive, Augusta, GA 30909

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

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.

534 Blackburn Drive, Augusta, GA 30907

Certified Financial Planner (CFP)

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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