3 Best Financial Services in Augusta, GA

“Richard Young Associates is dedicated to helping their clients make smart choices with their money so that they can achieve their dreams through financial freedom and security. Steve Marbert is the president and financial advisor of the firm. He completed his bachelor's degree 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 became a CERTIFIED FINANCIAL PLANNER™. He is certified in investment advice and insurance and is a SmartVestor Pro for Dave Ramsey. The team at Richard Young Associates manages over $700 million for clients nationwide. They also offer all types of financial planning, including retirement planning. Their well-diversified portfolios are designed to lower risk while capturing asset class rates of return and their portfolios are focused on asset classes that academic research has shown to produce higher returns, and they are rebalanced over time to maintain their allocations. They partner with their clients to provide ongoing advice to guide them through many of life's decisions, and they help them invest in a manner tailored to their specific requirements. They assist their clients in making the best decisions to utilize and grow that wealth, enabling them to live the lives they want for their families.”

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“Optimal Wealth Strategies is a fee-only financial planner that helps clients achieve their financial goals. They use a client-focused, personalized approach and apply multiple investment strategies to meet each client’s needs. Stephen Dyer is the founder of the firm. Their mission is to provide the families and businesses they serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. Their knowledge of taxes, investments, and insurance gives them a distinct advantage over many advisors, as they can encompass all aspects of the financial world. They strive to focus on their clients education over transactions. As a fee-only advisory firm, they charge their clients a fee instead of earning a commission to help ensure that the appropriate products are chosen based on the client’s best interest and not based on the commission generated. They help 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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“Fehrman Investment Group helps individuals and families create a tailored retirement plan to meet their goals. Jeff Fehrman is the president and financial advisor of the firm. He is a certified financial planner Professional with 31 years of industry experience. The team at Fehrman Investment Group delivers customized wealth management plans backed by the resources of Raymond James Financial Services and helps clients progress toward important financial goals by emphasizing three core strengths. They specialize in IRA rollover and require minimum distribution planning. They can offer a comprehensive array of investment options and financial services. Their goal is to build a long-term relationship that helps to educate you on alternatives to your current plan and to develop comprehensive financial strategies to help you accomplish your goals.”

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