Fiduciary advisors in Montgomery, AL

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

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.

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

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

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

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

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

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

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

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.