Steve Marbert

Augusta, GA

Verified Identity

President and Financial Advisor at

Richard Young Associates

Years of Experience

30 years

Average Client Size

$600,000

Member Since

2025

Allow Me to Introduce Myself

Steve is the President/Owner of Richard Young Associates and co-host of the MoneyMD podcast. He graduated from Clemson University in 1986 with a BS in Chemical Engineering. After nine years working as a chemical engineer, mostly at the Savannah River Site, Steve joined Richard Young Associates in ...

Clientele

Retirees

Business Owners

Doctors

Healthcare Workers

Services Provided

Financial Planning

Retirement Planning

Investment Management

Tax Planning

Specialties and Expertise

Retirement Income

Wealth Accumulation ...

College Planning

Credentials and Designations

CFP®

Certified Financial Planner™

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Pricing Models

AUM

Education

Clemson University

BS in Chemical Engineering

Obtained in 1986

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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