- Evans, GA
Financial Advisor Serving Evans, GA and the Greater Augusta Area
Why We Focus on Evans, GA
Evans, GA, is one of the fastest-growing and most dynamic communities in the Augusta area – a place where professionals, families, and entrepreneurs are building both businesses and legacies. We help them navigate the financial questions that come with growth – from investing and tax planning to business succession and family legacy strategies.
As a locally rooted firm serving the greater Augusta region, we understand the unique opportunities and challenges that come with life in Evans – from business ownership and local tax considerations to long-term retirement and legacy goals.
Our mission is to bring clarity to every financial decision, so you can live confidently and focus on what matters most.
Our Financial Planning Services for Evans Clients
1. Comprehensive Financial Planning
We start by understanding your full financial picture — from cash flow and investments to taxes and estate planning — and build a plan that’s flexible and easy to follow.
2. Retirement Planning
We help Evans professionals and families design retirement income strategies that balance growth, risk, and peace of mind. Whether you’re nearing retirement or already retired, we’ll help ensure your plan fits your lifestyle and goals.
3. Investment Management
Our disciplined investment process helps align your portfolio with your goals, risk tolerance, and tax situation — giving you confidence through all market conditions.
4. Business Owner and Executive Planning
We partner with Evans business owners and professionals to integrate personal and business goals — from benefits and cash flow to succession and exit planning.
5. Tax and Estate Strategy
Our team helps coordinate tax-efficient strategies that keep more of what you earn, working toward your goals, while ensuring your wealth transitions smoothly to the next generation.
Why Evans Clients Choose AP Wealth
- Local Expertise: We’ve proudly served families and business owners across Columbia County for years — including Evans, Martinez, and Augusta.
- Personal Connection: You’ll work directly with your advisor, not a call center. We build lasting relationships built on trust and clarity.
- Comprehensive Approach: Our strategies bring together every piece of your financial life — investments, taxes, estate, and retirement.
- Fee-Only & Fiduciary: No commissions, no hidden products, and no conflicts. Just transparent, objective advice.
- Community Commitment: We live and work here too — supporting the same Evans community organizations, schools, and causes that our clients care about.
What Our Evans Clients Say
Whether you live in Martinez or nearby communities like 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.
“AP Wealth has been a true partner. Their team helped us create a clear plan for retirement that gives us confidence about the future.” — M.T., Evans, GA
“As a business owner, I needed help balancing personal and company finances. AP Wealth gave me clarity and structure I didn’t know I was missing.” — R.S., Evans, GA
Frequently Asked Questions
Q: Do you offer in-person and virtual meetings?
A: Absolutely. We meet with clients in person at our Augusta office and virtually with clients across Georgia and beyond. Whether you prefer face-to-face conversations or the convenience of online meetings, our goal is to make financial planning easy and accessible
Q: What makes AP Wealth different?
A: We’re a fee-only, fiduciary firm that prioritizes clarity, education, and transparency. Our process is designed to simplify your financial life and keep you focused on what matters most.
Q: What types of clients do you work with?
A: We primarily serve professionals, business owners, and families who value ongoing, relationship-based advice.
Q: How do I get started?
A: Schedule a free consultation with one of our advisors. We’ll review your current situation, goals, and opportunities to see how we can help you reach them.
