Historic Wealth Management

Florence, Alabama

Eagle Creek Wealth Management is an investment advisory firm in Florence, Alabama. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Montgomery, Alabama

Raymond James & Associates is an investment advisory firm in Montgomery, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Huntsville, Alabama

Inspire Advisors, led by CFP and CIMA-credentialed Paul Bryer in Huntsville, Alabama, provides investment management and financial planning services to individuals and families aged 30 to 60. The firm, established in 2017, emphasizes biblically responsible investing and coordinates with partners including Schwab for custody, Inspire Investing for ESG-focused strategies, and specialists in insurance, estate planning, and retirement accounts. The practice operates as a family business and structures its approach around three principles: establishing clear financial frameworks, maintaining plan flexibility, and executing with confidence through ongoing coaching.

Mobile, Alabama

Waverly Advisors, LLC is a Mobile, Alabama-based wealth management firm offering financial planning, investment management, tax, and estate planning services to private clients. The firm constructs customized portfolios incorporating traditional and alternative asset classes, provides quarterly net-of-fee performance reporting, and delivers client access through a proprietary Wealth Management Dashboard. Advisors hold the Chartered Life Underwriter (CLU) credential and operate with a stated emphasis on personalized, partner-level service rather than transaction-driven relationships.