What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Birmingham, AL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Birmingham, AL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Eric McClain
CFP®
Approach Retirement Advisors, LLC
Vestavia, AL
Specialties: Simplifying your investments, Making sure you don't run out of money, Taking the bite out of taxes, Company Stock in Retirement Plan
Fee-Only Retirement Planner, located in Vestavia, AL, & Pensacola, FL.
Tyler Reeves
CFP®
Plimsoll Financial Planning
Birmingham, AL
Specialties: Comprehensive Financial Planning, Investment Management, College Education Planning, Tax Planning, Student Loan Advising, Cash Flow and Budgeting
Fee-Only financial planner located in Birmingham, AL, focused on helping early-to-mid career physicians build their financial future.
Jessica McDonald
CFP®
Southern Wealth Builders
Birmingham, AL
Specialties: Personalized Financial Planning, Investment Portfolio Diversification, Retirement Planning, Tax Optimization Strategies, Risk Management, Education and Asset Allocation, Cash Flow Management
Fee-Only financial planner located in Birmingham, AL, helping athletes, young professionals, and retired veterans create their legacy through financial planning
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Huntsville, AL
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Fee-Only retirement planner located in Towson, MD, serving clients locally and nationwide.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
