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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Strategic Financial Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Strategic Financial Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

 

1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

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    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Portfolio Management

    Create an investment strategy that is designed to pursue your risk tolerance, time horizon, and goals. Learn More

    Risk Management

    well-structured insurance strategy can help protect you and your loved ones from the financial consequences of unexpected event.  Learn more

    Tax Planning

    Understanding tax strategies can potentially help you better manage your overall tax liabilities and concerns. Learn more

    Wealth Planning

    Managing your money involves more than simply making and following a budget. Learn more

    Estate Planning

    Manage personal affairs while you’re alive and control the distribution of wealth upon your death. Learn more

    Retirement Planning

    Steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you desire. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

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      Personalized Wealth Management

      Strategic Financial Management (SFM) is passionate about cultivating relationships and helping people realize their financial goals, and our mission is to simultaneously enlarge and simplify your financial life so that you can be fully vested in what matters most to you. We are a wealth management firm based in Augusta, GA, serving affluent families, business owners, executives and institutions. No one strategy is right for everyone, which is why every client gets our undivided attention – from planning to execution to follow-up. We are obsessed  with the client experience as it relates to financial health and wealth, and our  team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today to schedule a free consultation and let SFM help you discover your Wealth Empowerment Breakthrough.

      Investment Management

      Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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      Carson Partners

      Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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      Our Locations

      Headquartered in Augusta, GA, Strategic Financial Management has office locations and advisors across the state. Contact us today to speak with a wealth advisor or financial professional nearest you.

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      Insights

      Strategic Financial Management team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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