INVESTED IN
AUGUSTA

Plan for your future with a financial partner focused on serving the people who make their community thrive.

FOUNDED IN 1928

Andrew Jones Kilpatrick (Uncle Jonnie) and Warren Bothwell formed Bothwell & Kilpatrick in 1928 to offer stocks and bonds as investments to the people of Augusta. The firm was renamed A.J. Kilpatrick Jr. in 1949 when Warren Bothwell passed away. On May 1st,1962, Uncle Jonnie’s nephew, Richard Cree Kilpatrick, joined the brokerage business and A.J. Kilpatrick & Company was formed. Jonnie passed away in 1978, but the firm continued as a mainstay in downtown Augusta. In 1994, A.J. Kilpatrick & Co. joined A.G. Edwards, which was bought by Wells Fargo in 2007. In 2005, Thomas Duncan Kilpatrick joined his father, Richard, at A.G. Edwards as the third generation Kilpatrick in the financial services industry, and because of his commitment to providing objective financial advice, realigned with LPL Financial in 2009. Today, A.J.Kilpatrick is focused on serving Augusta’s people with the integrity and dedication of their founders, and the future vision of their thriving community.

PERSONALIZED
FINANCIAL PLANNING
WITH FEE FLEXIBILITY

We give you the freedom to select the services
and investment tools best-suited to your situation.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Invested In Augusta

We are focused on the financial well-being of the people who make Augusta’s communities thrive.

Financial Empowerment

Knowledge is power, and we believe in keeping you well-equipped.

Thoughtful, Strategic Advice

We offer you efficiency and experience combined with personalized service.

The Power of Affiliation

Our strategic partnership with LPL Financial supports our goal of protecting your wealth.

Happening Now

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025

Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.

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Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the fundamental differences between the strategic and tactical investment horizons through which an investor can face these challenges and approach these opportunities is essential for navigating these complex environments.

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