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Find Top Financial Advisors in Augusta, Georgia

How To Find Trusted Financial Advisors in Augusta, Georgia

Qualified Financial Advisors in Augusta, Georgia

VETTED
Financial Advisor
W. Steve MarbertCFP®Richard Young Associates, Ltd.205 Hudson TraceAugusta, GA 30907
Experience28 Years
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLC140 Stoneridge DriveColumbia, SC 29210
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Augusta, Georgia

W. Steve Marbert
VETTED
W. Steve MarbertCFP®
Richard Young Associates, Ltd.
About W. Steve Marbert
Steve is the President/Owner of Richard Young Associates. He grew up in Aiken, SC and graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in 1995 as a financial planner and advisor. 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. Steve has served as the financial chairperson for Aiken Young Life for over 20 years, and is a Qualified Kingdom Advisor for planning and investments. He serves as the Treasurer and a Deacon at New Covenant Presbyterian Church. Steve and his wife, Kathy, have three children and reside in Aiken, SC.
About Richard Young Associates, Ltd.
Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only
Office Location
205 Hudson Trace,Augusta,GA 30907
Phone Number
706-739-0725
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Based
Office Location
140 Stoneridge Drive,Suite 430,Columbia,SC 29210
Phone Number
877-208-7414

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