Fiduciary advisors in Birmingham, AL

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.