Fiduciary advisors in Huntsville, AL

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

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

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

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

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.

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

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

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

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.