SERVICES

Invested In Augusta

We are A.J. Kilpatrick & Company, a third-generation financial services firm focused on serving the people who make Augusta’s communities thrive.

We help you plan for the future and pursue your financial goals by providing fee flexibility, financial literacy, and thoughtful, strategic advice.

Classic Advisory is our full-service comprehensive financial planning platform.

Digital Advisory is our online investment platform with defined services to help keep fees lower.

Whether you’re an established investor with retirement savings, or just beginning your financial plan, we offer both classic and digital services regardless of your income or asset level. We are dedicated to keeping you informed and encouraged, working towards living your best life.

Select the service level that best suits your needs.

Classic
Advisory

Digital
Advisory

Speak to An Advisor

Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.


Our Capabilities

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