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
Jessica McDonald
CFP®, SE-AWMA™
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
Build wealth with a financial planner serving Alabama’s business and athletic communities. Meetings are virtual so that we can serve clients across the south and across the country.
Patti Black
CFP®, CSA®
Savant Wealth Management
Birmingham, AL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Pat Cope
CFP®
Cope Private Wealth
Birmingham, AL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax-efficient Investing, Beneficiary and Estate Planning, 1099 Income Strategies
Fee-Only financial planner located in Birmingham, AL, serving clients locally and across the country
Jeffrey McCormack
CFP®, MA
Savant Wealth Management
Birmingham, AL
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Bobby Cope
MS, CFP®, CPWA®
Cope Private Wealth
Birmingham, AL
Specialties: Comprehensive Financial Planning, Tax-Aware Retirement Planning, Investment Management, Capital Gains Management, Tax-efficient Investing, Customized Investment Strategies for High Earners
At Cope Private Wealth, we help you uncover potential tax-saving strategies and ensure your legacy is preserved and transferred the way you intend. Located in Birmingham, Alabama, serving clients locally and across the country.
Eric McClain
CFP®
Approach Retirement Advisors, LLC
Birmingham, 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
Smart, Tax-Efficient Retirement Planning And Investing. Fee-Only Retirement Planner, located in Birmingham, AL, & Pensacola, FL.
Robert Lindstrom
CFP®, EA
Provision Financial Planning
Huntsville, AL
Specialties: Retirement Income Planning, Prudent Investments, Tax Strategies, Comprehensive Financial Planning
Provision Financial Planning helps lifelong savers navigate the Dangerous Decade through coordinated retirement planning, investment management, and multi-year tax strategy. Founder Robert Lindstrom, CFP® is based in Towson, MD and serves 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)
