Top financial advisors in Augusta, GA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your retirement income strategy if you're approaching retirement age or managing multiple income sources. A common mistake is overlooking how retirement income exclusions in Georgia can reduce your tax burden, which can cost you money.
- Tax exclusion knowledge. Confirm the advisor understands Georgia's specific retirement income tax exclusions and how they apply to your situation.
- Income sequencing. Ask how they plan the order of withdrawals from different accounts to optimize tax efficiency.
- Longevity planning. Ensure they consider how your income needs might change as you age and plan accordingly.
- Coordination with benefits. Check if they integrate Social Security and pension benefits into your overall income plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sylvester L
Series 63, Series 65
Augusta, GA
Larkins & Associates Financial Services, LLC
Sylvester Larkins offers expertise in general retirement and tax planning, with over 30 years of experience in Augusta, GA, making him well-equipped to address retirement income strategies and Georgia-specific tax exclusions. His flat-fee structure and independent status, combined with his role as founder and community treasurer, distinguish him by providing accessible, personalized advice with a strong local presence.
Experience: 32 years
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Romonia L
Series 65, Series 63
Augusta, GA
Asset Allocation Strategies, LLC
Romonia Lee in Augusta, GA, offers expertise in retirement plans for business owners and wealth management, supported by nine years of industry experience and Series 63 and 65 licenses. Her firm employs advanced asset allocation with ETFs for tax efficiency, and she provides flat-fee financial planning, which may appeal to clients seeking transparent pricing and diversified portfolio strategies.
Experience: 10 years
Avg account: $164,398
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David A
Series 63, Series 65
Augusta, GA
Wells Fargo Clearing
David Andrews brings 26 years of experience in Augusta, GA, specializing in serving high-net-worth clients with a flat-fee structure at Wells Fargo Clearing, a large firm known for retirement plan consulting and IPS-driven investment strategies. His background includes working with ERISA and deferred compensation plans, offering both discretionary and non-discretionary services, which may provide a comprehensive approach to managing retirement income and tax considerations.
Experience: 27 years
Avg account: $475,575
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Consuela B
Series 63, Series 65, Series 66
Hephzibah, GA
Equitable Advisors
Consuela Brown specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in the Augusta, GA area. With 25 years of experience at a large firm, she serves high-net-worth Baby Boomers and offers flexible fee structures, including asset-based and hourly options, distinguishing her from other advisors by combining deep expertise with tailored financial planning.
Experience: 25 years
Avg account: $570,841
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Shawn R
Series 66
Augusta, GA
J.P. Morgan Securities
Shawn Riley's experience at J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, equips him to address retirement income strategies in Augusta, GA. His background includes serving executives and business owners, with a 0.30% annual AUM fee, distinguishing him through a blend of wealth management expertise and military discipline.
Experience: 3 years
Avg account: $318,381
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