Who We Serve
Freitas Wealth Management Group serves individuals, families, business owners, retirees, and faith-driven investors across Aiken, Augusta, Columbia, and the broader CSRA. Our wealth management strategies are built around your specific goals — retirement income, generational wealth, healthcare planning, and values-aligned investing — never a one-size-fits-all template.
Faith-Aligned Financial Planning Is Our Specialty
Robert Freitas is a Certified Kingdom Advisor® — one of very few CKA®-designated financial advisors in the CSRA trained to integrate biblical stewardship principles into a complete financial planning process. For individuals and families whose faith shapes how they think about money, generosity, retirement, and legacy, that designation matters.
Our Services
From retirement planning and portfolio management to estate strategies and more, our Aiken-based financial advisors offer a full suite of wealth management services. Each one is delivered as part of a coordinated plan — not as a standalone product — so every decision works with the rest of your financial life.
About Us
Our financial planning process starts with you — your risk tolerance, your time horizon, your family, and the goals that define what a successful retirement looks like. From there, our Aiken-based team builds a coordinated plan that adapts as life changes.
We believe financial planning should be holistic, transparent, and built to flex with life. Markets shift, families grow, careers change — your plan should adjust without losing sight of the long-term goals that anchor it.
You’ll work with a small, relationship-driven team led by founding partner Robert Freitas — a 20-year financial services veteran, U.S. military veteran, and Certified Kingdom Advisor®. Our advisors are local, accessible, and committed to long-term client relationships.
Whether you’re planning for retirement, navigating Medicare, growing a business, or aligning your investments with your faith, we build the plan around your goals — not around products we want to sell.
Biblically Responsible Investing (BRI) investing / Faith Driven Investing (FRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Frequently Asked Questions
What services does Freitas Wealth Management offer?
We provide comprehensive wealth management for individuals, families, and business owners in the Aiken–Augusta and Lexington–Columbia areas — including financial planning, retirement planning, portfolio management, estate planning, insurance services, and faith- and values-based investing.
Do I have to share your faith to work with you?
No. While we specialize in faith-based financial planning for clients who want it, we serve individuals, families, business owners, and retirees of all backgrounds. Our role is to help you pursue your financial goals on your terms — values-aligned investing is an option, never a requirement.
Where are you located, and what areas do you serve?
We have two offices: our main location at 114 Greenwood Street SW in Aiken, SC, and a second office at 801 North Lake Dr., Suite 200 in Lexington, SC. We serve clients throughout the CSRA — including North Augusta, Augusta, Columbia, and surrounding communities — both in person and remotely.
What does the financial planning process look like?
We start with a no-cost consultation to understand your goals, your current situation, and what “success” looks like for you and your family. From there, we build a personalized plan that may include retirement strategy, investment management, tax-aware planning, insurance review, and estate considerations — and we meet regularly to adjust as life changes.
Who will I be working with at Freitas Wealth Management?
You’ll work with a small, relationship-driven team led by founding partner Robert Freitas — a 20-year financial services veteran, military veteran, and CKA®. Our advisors include Chris Barnhill, Greg David, and Karen Hiter, with Missy Freitas leading operations. We pride ourselves on being accessible, local, and committed to long-term client relationships.
Have a question?
Whether you’re exploring retirement planning or looking for a faith-aligned financial advisor in Aiken or Columbia, we’re happy to answer questions — current client or not. A member of our team will be in touch shortly.
Call 803-393-2441 to reach our office or schedule a consultation.