Best Financial Advisors in Augusta, GA

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Augusta area.

Fehrman Investment Group

Fehrman Investment Group

(6)
Insurance & Life, Ltc, Annuities, IRA Planning, Customized Financial Retirement Plans
“Will Caywood @ Fehram Investment Group in extremely knowledgable on how to help you make the best financial decisions that match your retirement plans/needs”
CFP Certified
In Business Since 2015
2908 Professional Pkwy, Augusta, GA
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Richard Young Assoc. Financial Advisors

Richard Young Assoc. Financial Advisors

(8)
  • Retirement
“He is always quick to get back with me on things, reaches out regularly to check-in, and takes the time and effort to be a teacher, as opposed to brushing off my concerns/questions.”
Licensed, BBB Rating: A+
In Business Since 1976
205 Hudson Trace, Augusta, GA
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Optimal Wealth Strategies

Optimal Wealth Strategies

(4)
Tax Planning, Investment Management, Retirement Income
“He makes us feel comfortable and confident that he has our back and is doing his absolute best to make sure we are as financially sound and successful as possible.”
In Business Since 2019
1223 George C Wilson Dr, Augusta, GA
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Katina Burke $ Associates

Katina Burke $ Associates

(3)
Tax Planning, Individuals, Business Tax Returns
“A great place to get your tax done”
In Business Since 2020
3090 Deans Bridge Rd C, Augusta, GA
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AP Wealth Management

AP Wealth Management

(2)
TAX & Estate Planning, Financial Planning, Small Business Retirement Planning
“Great people!”
In Business Since 2010
1100 Frazier Dr, Augusta, GA
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Think Different Legal Group

Think Different Legal Group

(11)
  • Family
“In the middle of a tough situation, Win, Christie, Eric and Patrick have been so helpful to me and my family.”
Free Initial Consultation
3549 Wheeler Rd, Augusta, GA
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Firethorn Wealth Partners

Firethorn Wealth Partners

(4)
“The team at Firethorn is honest, knowledgeable, and helpful.”
In Business Since 2018
2550 Central Ave, Augusta, GA
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Core Investment Management Group

Core Investment Management Group

Investment Partners
“Core Investment Management Group, LLC is your competent real estate agency in Augusta. We support your rental, sale and purchase of apartments, houses and property of all types.”
In Business Since 2016
200 Pleasant Home Rd, Augusta, GA
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Monitor Group

Monitor Group

“The Monitor Group, Inc. is a Registered Investment Advisor established to provide unbiased financial planning and investment advice. We are a fee-only financial planning firm, dedicated to long-term relationships grounded in trust. Our purpose is to ...”
In Business Since 1995
534 Blackburn Dr, Augusta, GA
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A J Kilpatrick & Company

A J Kilpatrick & Company

In Business Since 2011
1413 Monte Sano Ave, Augusta, GA
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Wynn Capital

Wynn Capital

“At Wynn Capital, we help all individuals organize their financial lives and invest for the future. When it comes to investing, simpler is better.”
In Business Since 2015
965 Broad St, Augusta, GA
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Granitearch Wealth Management

Granitearch Wealth Management

“Our mission is to understand you and your priorities. We will take the time to ask hard, smart questions and to listen carefully. Then we will look to understand where your wealth stands today and where you would like it to be tomorrow. Helping you d...”
In Business Since 2020
4210 Columbia Rd Suite 13B, Augusta, GA
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North Augusta Financial

North Augusta Financial

(5)
“Good friendly service”
401 W Martintown Rd # 159, North Augusta, SC 29841
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Queensborough Wealth Management

Queensborough Wealth Management

Q Merchant Services, At Work Banking Products, Remote Deposit
“Queensborough has earned the official national certification of Great Place to Work, the most definitive “employer-of-choice” recognition that companies aspire to achieve.”
7 George C Wilson Ct, Augusta, GA
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TK Lawrence's Accounting & Tax Service

TK Lawrence's Accounting & Tax Service

In Business Since 2010
119 Davis Rd #5b, Augusta, GA
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Asset Advisors Corporation

Asset Advisors Corporation

“We are a private investment management firm committed to serving affluent individuals and their families. Grounded in integrity, our advisors respond to client needs through active listening, thorough research, and years of experience.”
In Business Since 1996
2814 Hillcreek Dr # A, Augusta, GA
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Highland Trust Partners

Highland Trust Partners

(1)
Trust Services, Portfolio Management, Business Retirement Plans
“He will develop a customized approach based on where you are in life and what your goals are.”
In Business Since 2014
Serving Augusta Area
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Keystone Financial Services

Keystone Financial Services

(3)
“Kathy Kaedle is absolutely wonderful and has been helping us for several years.”
In Business Since 2004
Serving Augusta Area
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Financialconnex

Financialconnex

“By offering various options of engagement, you can customize the level of assistance to meet your specific needs. In today's pursuit of financial goals, let a CERTIFIED FINANCIAL PLANNER™ help guide you in the complex areas of retirement planning, in...”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2009
Serving Augusta Area
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Prometheus Wealth Management

Prometheus Wealth Management

In Business Since 2015
Serving Augusta Area
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The Smith Group

The Smith Group

“For questions regarding Securities, please contact Carl Smith or Brandon Williams at (803)649-6645. Advisory Services offered through Prosperity Capital Advisors,a Registered Investment Advisory Firm. DISCLAIMERS AND DISCLOSURE RELATED TO INVESTMENT ...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1998
Serving Augusta Area
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Arnold Advisors

Arnold Advisors

(1)
IRS Levies, Succession Planning, IRS Wage Garnishment
“Highly recommend for handling business and personal tax matters.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2006
Serving Augusta Area
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Freitas Wealth Management Group

Freitas Wealth Management Group

(1)
Education Planning, Retirement Planning, Comprehensive Financial Planning
“AS the saying goes, "You don't know what you don't know..”
Free Initial Consultation
In Business Since 2018
Serving Augusta Area
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Financial Business Solutions Group

Financial Business Solutions Group

(5)
“I switched my businesses payment processing to FBSG and already saved a significant amount of money in the first month and the program to enter payments is really easy to use for a non-techy person like me.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2018
Serving Augusta Area
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Retirement Planning and Investment Management Services in Augusta, GA Cost Estimates

Minimum cost
$1216
Maximum cost
$10332
National Average
$3647
Avg Per Hour Rates
$365
$2431
$6686
Average price range is based on 400 cost profiles
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Average Cost $3647
Minimum cost $1216
Maximum cost $10332
Avg Per Hour Rates $365

Average range $2431 to $6686 is based on 400 cost profiles.

Why these companies made our list

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