Best Financial Advisors in Augusta-Richmond County

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
190+
Advisors
4.6/5.0
Average Rating

Augusta-Richmond County Financial Landscape

The economy is diverse, driven by healthcare, manufacturing, and tourism. Augusta serves as a regional hub for education and technology.

Major industries
Healthcare, Manufacturing, Tourism
Population
197.4K (metro: 197.4K)
Median household income
$52,000
Unique needs
Augusta-Richmond County requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Augusta's economy has seen a steady growth rate of 3.2%, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median household income in Augusta-Richmond County is approximately $52,000, reflecting regional economic conditions.
Advisor Specializations
Based on BLS (2023), financial advisors in Augusta increasingly specialize in retirement planning and wealth management for local professionals.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Augusta is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market has shown a 5% increase in home prices, indicating a competitive housing environment.
Business Environment
According to Fortune (2024), Augusta's business climate is favorable, with incentives for startups and established firms in healthcare and tech.

Top 5 Financial Advisors in Augusta-Richmond County

Richard Young Assoc. Financial Advisors
★ ★ ★ ★ ★ 5
AP Wealth Management
★ ★ ★ ★ ★ 5
Optimal Wealth Strategies
★ ★ ★ ★ ★ 5
Fehrman Investment Group
★ ★ ★ ★ ★ 5
Strategic Financial Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Augusta-Richmond County, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Augusta-Richmond County-Specific Expertise
For Augusta-Richmond County residents working in Healthcare, Manufacturing, Tourism, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Augusta's healthcare and manufacturing focus necessitates diversification. Real estate faces affordability challenges, while flooding risks require preparedness.

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Find Financial Advisors in Nearby Cities

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