Fiduciary advisors in Alabama

Albertville, Alabama

Gore and Stisher Wealth Management is an Albertville-based financial advisory firm offering financial planning and insurance analysis services, with particular expertise in insurance planning. The firm employs a team-based approach structured around their D3 Process—Discovery, Design, and Deploy—which begins with understanding clients' goals and risk tolerance, progresses to developing a comprehensive financial strategy, and includes ongoing portfolio monitoring and rebalancing. The firm serves clients managing retirement assets, investments, and family financial needs through direct client relationships built on open communication.

Anniston, Alabama

Cheaha Wealth Management is an investment advisory firm in Anniston, Alabama. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Auburn, Alabama

Jackson Thornton Wealth Management in Auburn provides financial planning and investment management services to clients throughout the Southeast. The firm traces its roots to a founding more than 100 years ago as a CPA practice and established its asset management division in 1999, rebranding to its current name in 2024 to reflect its expanded wealth management focus. The firm works with individuals and closely held businesses to assess financial objectives and develop corresponding strategies.

Auburn, Alabama

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

Birmingham, Alabama

Lake Ridge Private Wealth is a financial advisory firm based in Birmingham, Alabama that provides financial planning and wealth management services. The firm emphasizes a personalized, client-centric approach focused on understanding individual goals and life circumstances to develop customized strategies. Services include financial planning, generational wealth planning, and wealth management, with the firm operating through LPL Financial, the largest independent broker-dealer in the United States.

Birmingham, Alabama

Somerset Advisory is an investment advisory firm in Birmingham, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Birmingham, Alabama

Blalock Williams is a wealth management and investment advisory firm in Birmingham, Alabama, led by CFP® principals John Blalock IV and Lee Williams. The firm provides comprehensive financial planning services including investment management, retirement planning, and estate planning and wealth transfer guidance, grounded in a philosophy that treats stocks as business ownership rather than short-term trading instruments. The firm emphasizes personalized service and long-term client relationships, with a team that includes compliance and operations support.

Birmingham, Alabama

Fairvoy Private Wealth is an independent wealth management firm in Birmingham, Alabama, offering financial planning and investment management services. Led by Managing Partner and Senior Private Wealth Advisor Stephen Davis, who holds CFP®, ChFC®, and APMA® credentials and has over 25 years of experience, the firm provides personalized investment advice, portfolio management, retirement planning, and tax planning to clients. The firm was founded to deliver a client-first approach with emphasis on education and transparency throughout the financial planning process.

Birmingham, Alabama

SageSpring Wealth Partners is a privately held financial advisory firm founded in 2002 and based in Birmingham, Alabama, offering estate planning and financial planning services. Led by President Jeff Dobyns (CFP®, CLU, ChFC), the firm uses a holistic planning process that begins with understanding client goals and culminates in customized wealth plans covering investments, retirement, taxes, and estate matters, with ongoing monitoring and periodic reviews. The firm is a long-standing participant in Dave Ramsey's SmartVestor program and emphasizes client-first principles, transparency, and debt-free financial independence.

Birmingham, Alabama

FHL Capital Corporation is an investment advisory firm in Birmingham, Alabama. Services include Investment Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Birmingham, Alabama

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Birmingham, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 3 Google reviews.

Birmingham, Alabama

Winkler Hiznay & Associates is a financial advisory firm in Birmingham, Alabama, founded 35 years ago that serves individuals, families, and businesses. The firm offers wealth management, retirement planning, life insurance, college savings planning, annuities, and 401(k) administration for companies. They provide estate planning services and work with clients across diverse financial situations to develop personalized financial plans.

Birmingham, Alabama

Navigate 401K operates as a fiduciary retirement plan advisor based in Birmingham, Alabama, specializing in the design and administration of 401(k) and other employer-sponsored retirement plans for businesses. The firm provides plan sponsors with goal-setting support, compliance guidance, investment monitoring, vendor evaluation, and fiduciary governance services, while offering employees educational resources, one-on-one guidance, and financial wellness tools. Navigate 401K emphasizes transparent fee structures and hands-on support for both plan administration and participant engagement.

Birmingham, Alabama

Fly Fishing Financial is a financial planning firm based in Birmingham, Alabama that offers services in estate, family, business, and charitable planning. The firm describes its approach as patient and strategic, with an emphasis on understanding individual client circumstances to develop personalized plans.

Birmingham, Alabama

Fi Plan Partners is a wealth management and financial planning firm in Birmingham, Alabama, serving families with services including portfolio strategy, financial planning, insurance, business consulting, and coordination across professional advisors. The firm employs a proprietary planning methodology called Your Financial House® that begins with discovery and goal-setting, progresses through detailed planning and strategy design, and continues with ongoing review and adjustment. The team includes specialists holding credentials such as CFP®, CFA®, CPA, CIMA®, and others. Fi Plan Partners operates on a fee basis rather than commissions and offers both in-person and virtual services, including an online account portal.

Birmingham, Alabama

Spencer Chappell, CFP® is an investment advisory firm in Birmingham, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CFP and CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 20 Google reviews.

Birmingham, Alabama

Cahaba Wealth Management is an independent, fee-only registered investment advisor with offices in Birmingham, Atlanta, and Nashville that provides estate planning, financial planning, and investment management services to families and institutions. The firm's approach centers on creating personalized long-term strategies aligned with clients' goals and values, with implementation support across investments, cash flow, tax strategy, and estate planning. The team includes CFP®, CPA, and CFA® credentialed professionals led by founder and President Brian O'Neill, a CFP® who established the firm in late 2009 to serve corporate executives, business owners, and high net worth individuals.

Birmingham, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Birmingham, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Birmingham, Alabama

Merit Financial Advisors is an investment advisory firm in Birmingham, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Birmingham, Alabama

EverSource Wealth Advisors is a fee-based financial advisory firm serving clients across the United States from offices including Birmingham, Alabama. The firm provides financial planning, investment advisory, and wealth organization services operated by a team holding credentials including CFP®, CFA®, CPA, CTFA, AEP®, and CVA designations, with a fiduciary obligation to clients. Services encompass retirement and tax planning, investment policy design, portfolio management, business succession planning, and values-based financial guidance aligned with clients' personal goals and priorities.

Birmingham, Alabama

Waverly Advisors is a wealth management firm in Birmingham, Alabama offering investment management, tax planning, estate planning, and financial planning services to private clients. The firm constructs customized portfolios using traditional and alternative asset classes, provides quarterly net-of-fee performance reporting against benchmarks, and delivers client access through a dedicated Wealth Management Dashboard. Advisors hold credentials including the Chartered Life Underwriter (CLU) designation and operate with a stated focus on independent counsel aligned solely to client interests.

Birmingham, Alabama

Miller Wealth Management is a fee-based financial advisory firm in Birmingham, Alabama, offering financial planning and investment management services. The team includes multiple CFP® certificants and fiduciary advisors (CIMA®, CRPC®, CFA, AAMS®) with over three decades of collective experience serving individuals and families in the area. The firm addresses specialized needs including wealth management, estate planning, retirement planning, insurance and risk management, business succession, and strategies for inherited wealth and widowed clients. As a fiduciary, the firm operates under an obligation to act in clients' best interests.

Birmingham, Alabama

Money Management Services is an independent, fee-only registered investment adviser based in Birmingham, Alabama, serving individuals and business owners since 1992. The firm offers financial planning, investment management, and estate planning services, with estate planning as a stated specialty. Operating under fiduciary standards, the firm structures its advisory relationship around wealth management and life event planning.

Birmingham, Alabama

Fee-Only Independent RIA

DreamWork Financial Group is an independent registered investment advisor in Birmingham, Alabama, operating under a fiduciary standard with a fee-only compensation model based on assets under management or a flat monthly fee. The firm provides financial planning and investment management services without account minimums, offering customized portfolios built from individual stocks and ETFs alongside an advanced client portal. Advisors serve as portfolio managers for their clients and do not accept commissions or third-party compensation, with pricing starting at 0.5% AUM or $24.99 monthly.

Daphne, Alabama

Insurance-Based

Kelly Dowell is a financial professional affiliated with New York Life in Daphne, Alabama, offering financial planning and insurance-based services. The practice provides planning across estate, business, retirement, education, investment, and charitable matters, along with investment advisory services structured on an annual fee basis tied to assets under management rather than commissions. Investment management options include separately managed stock and bond portfolios as well as mutual fund accounts customized to individual circumstances.

Daphne, Alabama

ACU Wealth Advisors is a wealth management firm based in Daphne, Alabama, offering financial planning and investment management services to individuals, families, business owners, and student-athletes. The firm provides retirement planning, tax coordination, insurance reviews, and business succession guidance, with a stated approach that begins with understanding client priorities and translating them into adaptable financial strategies. ACU Wealth Advisors operates through both in-person and online meetings and maintains ties to a credit union, making services available to members and the general public alike.

Daphne, Alabama

The First Wealth Management is an investment advisory firm in Daphne, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Daphne, Alabama

Insurance-Based

Strawford Hale Dees, Financial Services Professional - New York Life is an insurance-based firm in Daphne, Alabama. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Decatur, Alabama

Eagle Creek Wealth Management is a Decatur, Alabama-based firm offering financial planning and investment management services. The firm works with clients to understand their individual financial goals and develop personalized strategies, emphasizing a relationship-based approach that accounts for client preferences and concerns.

Decatur, Alabama

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

Dothan, Alabama

Raymond James & Associates is an investment advisory firm in Dothan, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Dothan, Alabama

Magnolia Wealth Management is an investment advisory firm in Dothan, Alabama. Services include Estate Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 39 Google reviews.

Dothan, Alabama

Jackson Thornton Wealth Management operates as part of a firm with more than 100 years of history, offering investment management and wealth management services. The firm was established as Jackson Thornton Asset Management LLC in 1999 and rebranded to its current name in 2024 to reflect its expanded scope. Based in Dothan, Alabama, it serves clients across the Southeast and works with individuals and closely held businesses to develop financial solutions aligned with their stated objectives.

Fairhope, Alabama

Crimson Wealth Management is a registered investment advisor in Fairhope, Alabama, serving entrepreneurs, family offices, and institutional clients. The firm integrates investment management with insurance and tax strategy planning, and has experience structuring sophisticated vehicles for after-tax optimization and serving as an outsourced chief investment officer. Services include portfolio management, wealth management, and institutional investment solutions with an emphasis on original research and disciplined risk management.

Fairhope, Alabama

Relax and Retire Financial, based in Fairhope, Alabama, provides retirement planning and related services across Florida, Alabama, Texas, Indiana, and South Carolina. Founded by Gary and Victoria, the firm assists clients with income strategy development, Social Security optimization, life insurance, estate planning, Medicare options, annuities, veteran benefits, and wealth management coordination. The firm emphasizes customized planning and long-term client relationships built on transparency.

Fairhope, Alabama

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Fairhope, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Fairhope, Alabama

Roselyn Spaan operates Athena Wealth Strategies in Fairhope, Alabama, offering insurance analysis and planning services alongside broader financial guidance. The firm employs a protection-focused approach integrating retirement planning, wealth management, tax strategy, and risk management, delivered through in-person and secure digital meetings. Athena Wealth Strategies serves clients across state lines while maintaining a foundation in Alabama.

Fairhope, Alabama

Peters Financial LLC is an independent advisory firm with offices in Mobile and Fairhope, Alabama, offering financial planning, investment management, retirement planning, and insurance analysis. The firm's advisors, including a principal with a Chartered Financial Consultant credential and over 40 years of experience, operate under no obligation to recommend proprietary products and structure advice around individual client needs and values. Services span comprehensive financial planning, investment strategy, retirement income planning, estate planning, and college savings coordination, with a stated focus on building long-term client relationships.

Fayette, Alabama

Vieth Wealth Advisors, based in Fayette, Alabama, specializes in alternative investments including private businesses, real estate, specialty funds, and oil and gas offerings. Led by advisor Nichole Shadow (CLU, RR/IAR), the firm focuses on strategies outside public markets with attention to income, growth, stability, and tax considerations tailored to individual clients. The firm serves investors seeking exposure to investment vehicles traditionally available to institutional and high-net-worth investors.

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.

Florence, Alabama

UB Wealth Management, based in Florence, Alabama, provides investment management and wealth planning services to individuals, families, and business owners. The firm operates on a fiduciary basis and offers goal-based financial planning centered on retirement income strategies, intergenerational wealth transfer, business succession planning, and philanthropic giving. The firm's process includes discovery, planning, implementation, ongoing review, and plan evolution to align with changing life circumstances.

Florence, Alabama

FAB Financial Services is an investment advisory firm in Florence, Alabama. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Florence, Alabama

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Florence, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Florence, Alabama

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

Florence, Alabama

Cloud Financial, Inc and Cloud Investments, LLC Florence Location is an investment advisory firm in Florence, Alabama. Services include Financial Planning, Investment Management, and Tax Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Gardendale, Alabama

Wirehouse

Edward Jones - Financial Advisor: Andrew Beard is a wirehouse firm in Gardendale, Alabama. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Homewood, Alabama

The Will Scroggins Wealth Team at SageSpring Wealth Partners is a three-advisor firm based in Homewood, Alabama that serves pre-retirees, retirees, and business owners. They provide investment management, tax planning, insurance planning, estate planning, and risk management services, with particular focus on coordinating these areas across a client's complete financial picture. The firm, founded in 2002, emphasizes a collaborative approach that involves working alongside clients' tax and legal professionals. President Jeff Dobyns holds CFP, CLU, and ChFC credentials.

Hoover, Alabama

Wealth Strategies LLC is a financial advisory firm based in Hoover, Alabama that uses the Riskalyze platform to help clients identify their risk profile through a quantitative assessment. The firm follows a three-stage approach: gathering information about client circumstances and objectives, developing a customized financial plan, and monitoring progress with periodic adjustments. Operating under principles of active client partnership, custom-tailored solutions, and independent advice, the firm emphasizes personalized relationship-building rather than standardized product offerings.

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.

Huntsville, Alabama

Raymond James & Associates is an investment advisory firm in Huntsville, 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

Lighthouse Services is an investment advisory firm in Huntsville, Alabama. Services include Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 11 Google reviews.

Huntsville, Alabama

Prudent Wealth provides financial planning, investment management, and risk management services to engineers and analytical professionals in Huntsville, Alabama. The firm employs a systematic planning process grounded in engineering principles, encompassing retirement income planning, tax planning, estate planning, and wealth transfer optimization. Their approach involves multiple structured meetings to understand the client's situation, develop a one-page plan, and establish an actionable strategy, with ongoing refinement as circumstances change.

Huntsville, Alabama

Infinity Tax & Financial Planning is an investment advisory firm in Huntsville, Alabama. Services include Investment Management and Tax Planning. Advisory services are available in English, Chinese, and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 240 Google reviews.

Huntsville, Alabama

Shoal Creek Wealth Partners is a Huntsville-based firm serving high-net-worth individuals and families with wealth management and retirement planning services. The firm employs a team-based approach to address clients' varied financial needs, combining professional expertise across multiple disciplines to develop customized strategies aligned with each client's risk tolerance, time horizon, and goals. The practice emphasizes proactive planning, client education delivered in accessible terms, and ongoing monitoring to help clients work toward their financial objectives.

Huntsville, Alabama

Eagle Creek Wealth Management is a Huntsville-based firm providing financial planning and investment management services. The firm is led by Managing Partner Stuart D. Bridges and includes Senior Vice President Peter Barber, a financial advisor with a career dating to 1984. The firm works with clients to understand their financial objectives and develop customized strategies across wealth management services.

Huntsville, Alabama

G.L. Smith & Associates, founded in 1985 in Huntsville, Alabama, specializes in investment management and 401(k) plan administration for employers and their staff. The firm operates as a fiduciary and offers proprietary investment programs designed to serve employees across all account sizes, including those with modest balances who might not otherwise qualify for professional advisory services. GLSA provides plan sponsors with ongoing compliance oversight, participant education meetings, and investment monitoring, while offering individual employees access to advisor-led consultations and customized investment allocation strategies based on historical market timing principles.

Huntsville, Alabama

Bearden Stroup Tax Strategies is a Huntsville, Alabama–based tax planning firm staffed by three CPAs—Joseph Bearden (the only Certified Tax Planner in the area), Ashley Harper, and Kevin Diehl—with over 20 years of combined experience. The firm offers personalized tax planning and strategy services that consider clients' broader financial picture, including investments, family situations, and major life transitions such as retirement and estate changes. Services include annual tax strategy consultations, proactive monitoring, and guidance on significant financial decisions like real estate sales and investment rebalancing, delivered through customized plans and plain-language presentations.

Huntsville, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Huntsville, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Leeds, Alabama

Money Matters Wealth Solutions, based in Leeds, Alabama, offers financial planning, investment solutions, protection planning, estate planning, and tax management services. Led by Donna Cates, a financial planning professional with over 20 years of experience, the firm specializes in serving women through life transitions, including retirement planning, divorce-related financial decisions, and Social Security strategy. Estate planning services are provided in partnership with an unaffiliated attorney. The firm works with clients to develop personalized financial strategies covering retirement income optimization, tax-efficient withdrawal planning, and asset protection.

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.

Mobile, Alabama

Grove Financial Group, Inc. is an investment advisory firm in Mobile, Alabama. Services include Estate Planning, Financial Planning, and Retirement Planning. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Mobile, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Mobile, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Mobile, Alabama

Mitchell McLeod Pugh & Williams is an independent investment management and financial planning firm founded in 2006 and based on the Gulf Coast in Mobile, Alabama, though it serves clients nationwide. The firm manages assets for individuals, retirement plans, trusts, estates, endowments, and charitable foundations, and operates as an employee-owned organization without proprietary product constraints. With over 200 years of combined industry experience among its team, the firm emphasizes fiduciary responsibility and direct communication in its approach to wealth management.

Mobile, Alabama

Averhart Financial and Travel is a Mobile, Alabama-based firm offering lending services and travel planning. The firm provides access to over 20 lenders for home and business loans, financial advisory services covering retirement planning and investment guidance, and travel packages including theme park trips. They operate through multiple communication channels—phone, email, video call, and in-person meetings—with flexible scheduling including evenings and weekends.

Mobile, Alabama

Independent RIA

Watershed Wealth Strategies is an independent registered investment adviser based in Mobile, Alabama. The firm provides wealth management services focused on preservation, growth, and organization of private assets, with an emphasis on helping clients navigate significant financial decisions and transitions.

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.

Montgomery, Alabama

WealthMark Financial Strategies, located in Montgomery, Alabama, provides financial planning and investment management with a focus on retirement planning for families, business owners, and leaders. The firm was founded by Tony and Clay Edwards and operates on a relationship-centered model that prioritizes understanding client circumstances before making recommendations. The team includes Principal Financial Advisor P. Clayton Edwards and Client Service Associate Carlyn Rawls, supported by involvement in professional organizations including NAIFA.

Montgomery, Alabama

Independent RIA

Brianne Financial is an independent registered investment advisor in Montgomery, Alabama, founded and led by Brianne, a CPA with 25 years of experience in financial planning and tax accounting. The firm provides financial planning, investment portfolio management, coordination with other professional advisors, document storage and financial reporting tools, and retirement plan consulting for 401(k)s and 403(b)s, along with educational workshops focused on financial literacy. Operating as a fiduciary, the practice emphasizes personalized planning informed by analysis of clients' cash flow, risk tolerance, and life transitions, with a particular commitment to financial education for women.

Montgomery, Alabama

Mathis Financial Services is a sole proprietorship based in Montgomery, Alabama, founded by Bernard Mathis, who holds securities licenses and has worked in insurance and investment markets since the 1980s. The firm serves individuals and businesses across multiple U.S. regions, offering financial planning and insurance services structured around each client's specific circumstances and life stage.

Montgomery, Alabama

Welon Partners is a fee-only fiduciary registered investment adviser based in Montgomery, Alabama that provides financial planning and portfolio management services. The firm integrates planning across cash flow, taxes, investments, insurance, estate planning, and debt into a single coordinated strategy, with a particular focus on helping clients achieve financial flexibility at multiple life stages rather than deferring priorities to a traditional retirement date. Their portfolio management service emphasizes tax efficiency, long-term growth, and risk management without commissions or product sales. The firm serves clients seeking to balance present priorities with future financial security through disciplined, transparent investment oversight aligned with their overall financial plan.

Montgomery, Alabama

Shannon, Shannon & Associates, Inc. is an investment advisory firm in Montgomery, Alabama. Services include Financial Planning and Tax Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Montgomery, Alabama

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Montgomery, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 4 Google reviews.

Montgomery, Alabama

Jackson Thornton Wealth Management is an investment advisory firm in Montgomery, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Montgomery, Alabama

Insurance-Based

Northwestern Mutual is an insurance-based firm in Montgomery, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Montgomery, Alabama

CAPTRUST is an investment advisory firm in Montgomery, Alabama. Services include Financial Planning and Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Opelika, Alabama

Victor 4 Advice, based in Opelika, Alabama, offers financial planning, insurance analysis, and retirement planning services with a focus on insurance and retirement strategies. The firm emphasizes safe-money concepts and the use of cash value life insurance and fixed indexed annuities as core planning tools, positioning these instruments as alternatives to market-based investing. The practice centers on debt elimination, wealth building, and generating guaranteed lifetime retirement income, with an educational approach to financial literacy for individuals, families, and business owners.

Selma, Alabama

Blackstone Financial Group serves federal employees and private-sector professionals in Selma, Alabama, with a focus on retirement planning, investment management, and insurance solutions. The firm specializes in federal benefits guidance, including TSP strategies, FERS/CSRS pension planning, and FEGLI/FEHB analysis, alongside estate preservation coordination with legal professionals and life and long-term care insurance placement through multiple carriers. The practice offers personalized retirement plans, tax-efficient withdrawal strategies, risk tolerance assessments, and ongoing financial coaching. The firm's principals include Financial Advisor and trainer Marcus Williams.

Spanish Fort, Alabama

Roberts Wealth Management is a financial planning firm with eight locations across the Gulf Coast, including Spanish Fort, Alabama. The firm provides financial planning, investment management, and wealth management services, with a stated focus on retirement planning, estate planning, income strategies, and insurance guidance. Operating for over 30 years, the firm describes itself as independent and coordinates its planning process across discovery, strategy, and implementation phases tailored to individual client circumstances and values.

Trussville, Alabama

TrueWealth Advisors is a multi-office financial advisory firm based in Trussville, Alabama, with locations across the state including Birmingham, Huntsville, Montgomery, Greenville, Gulf Shores, and Mobile. The firm's advisors hold credentials including CFP®, CFA®, CPA, and CRPS®, and focus on comprehensive financial planning that examines income, spending, and savings to support retirement readiness and long-term goals aligned with clients' values. TrueWealth emphasizes a collaborative team approach and uses asset allocation strategies to manage risk across different investment categories, with a planning process centered on understanding individual client circumstances rather than market timing.

Tuscaloosa, Alabama

Historic Wealth Management is an investment advisory firm in Tuscaloosa, Alabama. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 10 Google reviews.

Tuscaloosa, Alabama

ACU Wealth Advisors is a wealth management firm based in Tuscaloosa, Alabama, offering financial planning, retirement strategies, tax coordination, investment management, insurance reviews, and business owner guidance. The firm serves individuals, families, business owners, and student athletes, with a stated approach that begins by understanding client priorities and translating them into flexible, long-term plans. Services include planning for life milestones, business transition and succession strategies, and education resources on investing, retirement, and taxes. The firm provides both in-person and online meetings and partners with Alabama Credit Union members, though advisory services are available to anyone.

Vestavia Hills, Alabama

Blue Trust is a wealth management firm with offices across the country, including a location in Vestavia Hills, Alabama, offering investment management and comprehensive financial advisory services. The firm emphasizes an approach centered on faith-based values and family financial planning, helping clients align their financial decisions with personal priorities including stewardship and legacy building. Blue Trust operates with multiple advisors and managing directors across its national footprint to serve clients through various life stages.

Vestavia Hills, Alabama

The Benjamin Group is an investment advisory firm in Vestavia Hills, Alabama. Services include Financial Planning. Service options include onsite meetings. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.