3 Best Financial Services in Augusta, GA

“Richard Young Associates manages over $900 million for clients all across the nation. Steve Marbert is the President/Owner of Richard Young Associates and co-host of the MoneyMD podcast. He graduated from Clemson University in 1986 with a BS in Chemical Engineering. 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 and is a SmartVestor Pro for Dave Ramsey. Richard Young Associates advisors are backed by a team of professionals dedicated to providing you with exceptional and personalized service. Their goal is to respond to your needs immediately and effectively, even before you realize that you have a need.”

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“AP Wealth Management is a strong, long-term partnership. If you lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place. They evaluate all areas of their financial life and build a plan that takes into account their assets, liabilities, risks, opportunities, income needs, and long. and short-term goals. They will review their taxes and estate planning goals and build a plan that minimizes their taxes, protects their heirs, and maximizes their charitable legacy. Their clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide them as they work together to help them achieve what they want in life.”

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“Optimal Wealth Strategies is a fee-only financial planner that helps clients achieve their financial goals. Stephen Dyer is the founder of Optimal Wealth Strategies. He works with you to build a plan that incorporates all aspects of your financial life. His knowledge in taxes, investments, and insurance gives him a distinct advantage over many advisors as he can encompass all aspects of the financial world. He is an investment adviser representative of Motiv8 Investments, LLC. Optimal Wealth Strategies helps clients progress toward significant financial goals by highlighting three core strengths. They offer an extensive array of investment options and financial services. The team also offers their prospective clients a complimentary, no-obligation risk assessment, where they provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation.”

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