On National Investing Day, Asset Advisors is proud to partner with Charles Schwab’s mission to promote long-term investing, financial literacy, and empowerment for individual investors. We encourage you to explore educational resources available and we’re always just a phone call away for any question you have as we tailor your financial plan and investment strategy.
Today, Asset Advisors manages over $1.3 billion from our headquarters in Augusta, Georgia—something we view as a meaningful endorsement of both our capabilities and our commitment to client service.
Building on the foundation established nearly forty years ago, our new president, Ben Braxton, has defined several priorities for the continued evolution of the firm:
- Investing in our team of wealth management professionals. Our team includes two Certified Public Accountants, three Certified Financial Planner TM professionals, a Chartered Financial Analyst® charterholder, and a passionate and highly capable Client Service Team. While we are strong today, we will remain selective in seeking experienced, high-quality professionals who can further strengthen our team.
- Communicating our services to our clients. Our goal is to ensure you remain informed about developments that could impact your financial life and fully aware of the breadth of services we provide. Over the past five years, we have expanded our role significantly—from in-depth retirement, tax, and estate planning to advising on deal structures and business exit strategies. When you have a financial question, we want to be your first call.
- Continuing to evolve our investment platform. Our Investment Committee has made meaningful progress over the past year in expanding and refining our portfolio offerings, while remaining firmly grounded in our longstanding, conservative investment philosophy.
- Investing in technology to safeguard your protected data and enhance our investment management.
- Delivering exceptional service at every touchpoint. We are always striving to improve. If your experience with our firm is less than exceptional, please let us know. We will never accept anything less than world class service to you and your families.
At its core, our mission is simple: to help you steward your wealth with clarity, discipline, and purpose—so that it can support the life you want to live and the legacy you want to leave.
Asset Advisors – Invest in what matters.
The information in this communication is educational and general in nature and should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice. This represents the current opinions of Asset Advisors and presents information that may change. Nothing contained in this content may be relied upon as a guarantee, promise, assurance, or representation as to the future. All tax laws and regulations discussed are subject to change. Investing involves risk including loss of principal. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. This is prepared using third party sources considered to be reliable; however, accuracy or completeness cannot be guaranteed. The information provided will not be updated any time after the date of publication. Services and investment advice are only provided pursuant to an advisory agreement between Asset Advisors and its client.
