- Augusta, GA
Financial Advisor in Augusta, GA
At AP Wealth, we’re proud to serve clients right here in the Augusta, Georgia area. Whether you live or work in downtown Augusta, Evans, Martinez, or the surrounding Columbia County region, we understand the local economic and lifestyle factors that matter to you.
Many of our clients are professionals or business owners in the Augusta area who:
- Are looking to take their retirement strategy to the next level with estate planning
- Want to optimize taxes and investments as their incomes rise
- Are planning for business transition, legacy & wealth transfer
- Appreciate the value of working with a trusted advisor who knows the region
By combining national-level investment and planning expertise with local insights, we deliver a high-touch experience tailored to the Augusta market.
Our Core Services
1. Retirement Planning & Income Strategy
From navigating Social Security to structuring a sustainable income stream in retirement, we help Augusta professionals protect their lifestyle and prepare for what’s next.
2. Investment & Portfolio Advice
We design diversified, goals-based portfolios aligned to your time horizon, risk tolerance, and tax situation — and we manage them actively with the Augusta market climate in mind.
3. Tax-Aware Wealth Planning
Because tax laws affect every plan, we help you craft strategies that consider your Georgia income tax, possible state moves, small business ownership, and legacy objectives.
4. Business Owner & Executive Planning
Are you running a business in the Augusta region? We provide guidance on compensation, benefits, small business retirement plans, succession, and aligning exit strategy with your personal wealth goals.
5. Legacy & Estate Planning
Whether you’re creating an estate plan for passing wealth or giving to causes, we coordinate with your legal and tax professionals to ensure clarity, purpose, and continuity.
Why AP Wealth Stands Out in Augusta
- Local presence, national strength: You’ll get the benefit of expert financial planning but with the personal service of a locally-rooted advisor.
- Tailored to you: We don’t use cookie-cutter plans. We begin by understanding your life in the Augusta area — your goals, your family, your business, your tax situation — and build from there.
- Transparent process: We educate you every step of the way with clear fees.
- Proven experience: Our team has helped clients across Georgia and beyond, and we bring those insights to Augusta-area families and professionals.
Augusta Client Testimonials
Whether you live in Martinez or nearby communities like Evans, Martinez, or Grovetown, AP Wealth is here to help you build a confident financial future.
Schedule Your Consultation today and discover how personalized financial planning can simplify your life.
“Working with AP Wealth changed our outlook on retirement. We moved to Augusta recently and needed an advisor who understood Georgia’s tax environment — they delivered.” — J.L., Augusta, GA
“As a business owner in Evans, I appreciated how AP Wealth walked me through succession planning, investments and personal financial planning in a way that made sense for me and my family.” — K.P., Evans, GA
Frequently Asked Questions
Q: Do you only work with Augusta residents?
A: No — we serve clients throughout Georgia and nationally — but we are committed to the Augusta area and welcome both local clients and those who maintain ties to the region.
Q: How do you charge for your services?
A: We use a transparent fee-only model. We’ll discuss our approach during your complimentary consultation and ensure it aligns with your goals.
Q: What’s the first step?
A: The first step is a no-obligation strategy session where we review where you are today, where you want to be, and how AP Wealth can help get you there. No pressure, just honest advice.
Q: How often do we meet?
A: We typically meet quarterly, with calls in between as needed. We keep you updated on your progress and adjust your plan as your situation evolves in the Augusta region.
