Pine Harbor Advisors of Augusta

Pine Harbor Advisors of Augusta is a financial planner in Augusta, GA, located at 45 Memorial Cir #104, Augusta, GA. The firm provides retirement-focused financial planning, wealth management, and investment management. They serve individuals, families, business owners, and public sector employees.

As a fiduciary financial advisory firm, Pine Harbor Advisors operates under a fiduciary standard, making recommendations based on the client's best interest rather than commissions or sales incentives. Their services include tax planning to identify opportunities for reducing liability, insurance planning to address potential risks, and structured investment management designed to align portfolios with specific objectives. The team provides guidance for pre-retirees evaluating income sources, retirees managing distribution and legacy planning, and young professionals making forward-looking financial choices. They also assist business owners with decision-making and tax burdens, and they help implement and maintain employer-sponsored retirement plans.

The firm's team includes David Hanson, Managing Partner and Financial Advisor; Carl F. Hanson, CFP; Cara Pritchett, Director of Operations and Client Services; Megan Spoerl, Client Services Specialist; Colby Perigo, CFP; Sadie Laperle, Client Engagement Coordinator; and Matt Welch, Registered Professional for Employer Retirement Plans.

Pine Harbor Advisors of Augusta holds a 4.90 rating from customers who have reviewed the business. They provide retirement-focused financial planning and wealth management to the Augusta community.

Pine Harbor Advisors of Augusta holds a Technical score of 85 out of 100 from BizScoreAI, which ensures the website is secure and indexable so search engines can read it without errors. The firm also achieves a Discoverability score of 75 out of 100, confirming that AI crawlers are allowed access to find every page of the site for potential AI recommendations.