SM
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
Certified Financial Planner™
Click to learn more
Pricing Models
AUM
Education
Clemson University
BS in Chemical Engineering
Obtained in 1986
Advisor Links
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: March 23, 2026