Stephen Dyer


When I graduated from Davidson Fine Arts, I did not know my life would lead me to become a financial planner. I lived in three other cities in Georgia, working in hospitality, and moved back to get married in 2008. I graduated from Augusta State University with a degree in Finance and Economics and have a desire to help as many as I can in achieving their financial goals. A personal goal during school was to earn the CFP® certification and in 2020 I passed all the required steps to be a CFP® certificant.

I am the founder of Optimal Wealth Strategies, a comprehensive financial and retirement planning firm. We are an independent firm located in West Augusta. Being independent allows us the freedom to utilize the best strategies available without beholding to another agenda. I work with you to build a plan that incorporates all aspects of your financial life. Being fully licensed for investments as well as insurance, I can look at your entire financial health from a 30,000-foot view to encompass all aspects of your personal situation. My knowledge in taxes, investments, and insurance gives me a distinct advantage over many advisors as I can encompass all aspects of the financial world. I am an investment adviser representative of Motiv8 Investments, LLC.

I married my wonderful wife in 2008.  She was involved with the Junior League of Augusta for over 7 years and served as president from 2017-2018. She recently became the lead Pure Barre instructor as well. We have 3 boys to keep our lives busy and moving.  I currently serve on the diaconate as our church treasurer where we attend at Christ Church, Presbyterian.

I look forward to meeting with you and discovering out how we can help you plan your financial path.

Investment Advisory services provided by individuals as Investment Advisory Representatives of Motiv8 Investments, LLC, a Registered Investment Adviser. Motiv8 Investments does not provide insurance, tax, or estate planning services. Such services, if provided, are provided by individuals affiliated with Motiv8 Investments in their separately licensed capacities.