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W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

Working Hard for Your Financial Security and Peace of Mind

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.

General Information

Firm Start Year

1974

No.of Employees

10-19

CRD#

2590560

Firm CRD#

126124

Years of Experience in Financial Services

26

Number of Years with Current Firm

26

Foreign Languages Serviced

None

Advisory Services Provided

Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, 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, Retirement Planning

Services

Investment Types

Annuities, Stocks Mutual Funds, Mutual Funds, Stocks, Bonds

I can meet clients in the following ways

At my office, At your office, Via Phone, Via Email, Video Conference, Our Offices, At your home

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Assets Managed by Firm

Yes

Compensation and Fees

Fee Structure

Fee Only