Fee-only fiduciary Financial advisors in Augusta specializing in retirement and financial planning for local residents and national clients.

Collaborative Financial Stewardship With Your Life at the Center

If you are looking for a strong, long-term partnership and 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.

Financial Advisors empowering you to realize your dreams and goals

It could be that you have already achieved significant success and are looking for a better financial advisor partner. Perhaps you have recently sold a business and have new assets to invest, or you have recently inherited wealth.

Perhaps you are nearing retirement and want to ensure a smooth transition – one filled with all the resources you need to live the life you envision, with the potential to pass down a legacy to the next generation.

Maybe you’re earlier in your career and starting to build for the future. If you are unsure where to begin and could use some professional advice, there is good news. We’d like to speak with you and explore the possibilities to help you realize your dreams and goals.

Affiliations:

uniquely crafted, personalized financial management solutions

Taking advantage of our full capabilities is most effective

We are Fee-only Fiduciary financial advisors

What makes us
different?

AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to ATTAIN their financial goals, build their wealth, and PROTECT their legacy.

Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.

Reviews

    
 
 
      Posted on Google  
   
   Teresa Johnson 
 124 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Ap wealth is a delight to work with and very happy with my investments.
  
 
     Posted on Google  
   
   Steve Dwyer 
 304 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Can’t say enough good things about the entire team. Highly recommend using their services for all your financial needs.
  
 
     Posted on Google  
   
   Richard Hinman 
 317 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Reviewing my financial planning with Gene, is always enjoyable and enlightening.
  
 
     Posted on Google  
   
   Ken Bell 
 397 days ago
 
 
 Trustindex verifies that the original source of the review is Google. AP Wealth entire staff is very knowledgeable, professional and always available for any questions or concerns
  
 
     Posted on Google  
   
   Jill Dromsky 
 422 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Their expertise has been so valuable in managing family financial affairs during an often stressful time. They have made me feel comfortable in asking questions and they listen carefully to our goals and circumstances. highly recommend AP Wealth!
  
 
     Posted on Google  
   
   Kristin Creed 
 429 days ago
 
 
 Trustindex verifies that the original source of the review is Google. Our experience with AP Wealth Management consistently exceeds our expectations. The entire staff is friendly, knowledgeable, and professional. They take the time to listen to our financial goals and offer guidance and personalized advice. We highly recommend them to anyone looking for a trustworthy partner to assist in their financial journey. Tony and Kristin Creed.
  
 
     Posted on Google  
   
   Chris House 
 507 days ago
 
 
 Trustindex verifies that the original source of the review is Google. AP Wealth has an amazing team.  We were welcomed, treated professionally and most of all the advice was extremely helpful!  I look forward to working with them and am excited for what my family's financial future holds!
  
 
     Posted on Google  
   
   Anna Wilson 
 596 days ago
 
 
 Trustindex verifies that the original source of the review is Google. AP has a team of experts and are so helpful!
  
 
     Posted on Google  
   
   Cheryl W 
 596 days ago
 
 
 Trustindex verifies that the original source of the review is Google. AP Wealth Management is superb. They have top notch employees. Highly recommend!
  
 
     Posted on Google  
   
   Elisabeth Pannell 
 596 days ago
 
 
 Trustindex verifies that the original source of the review is Google. The team is so accessible and helpful!

Let's start your journey with APWealth

Fee-Only

We are compensated 100% by our clients and never receive commissions. We believe the fee-only-advisor model is best suited to help clients reach their goals because it keeps our interests aligned.

Fiduciary

As fiduciaries, we put client interests first , unlike some financial advisors, such as broker-dealers, who serve under a less-strict suitability standard

Expertise

Our advisors are masters of their craft, holding advanced financial degrees and certifications and completing dozens of continuing education hours per year in a wide range of financial planning topics.

Experience

Our team has 90+ years of collective experience helping clients reach their financial goals.

Technological

We utilize state-of-the-art software to help develop your financial plan and investment portfolio and make sure you stay on track to meet your goals.

Team Approach

We've built a complete team with a variety of skillsets to help ensure best results. We'll also bring in outside experts or collaborate with your attorneys or accountants for complex issues.

60 +

Years of collective
experience

Rated 5 out of 5

We serve our
clients nationwide

Our firm is a Registered Investment Advisor

Our clients’ assets are held by a highly respected custodian, Charles Schwab & Co., Inc.

Fee-only fiduciary Financial advisors in Augusta specializing in retirement and financial planning for local residents and national clients.

Collaborative Financial Stewardship With Your Life at the Center