Robert Reed

CFP®

Personal Financial Advisors, LLC

Financial Advisor

Robert Reed

CFP®

Personal Financial Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Reed, CFP®

(985) 898-0450

Fee-Only Financial Advisor serving Covington, LA and Northport, AL area.

Robert Reed is a Covington, LA fee-only financial planner. Personal Financial Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Reed is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Robert J. Reed has been providing financial and estate planning services to individuals and businesses since 1978. He earned his bachelor’s degree from the University of Alabama in 1971. He has been licensed to use the Certified Financial Planner certification since 1981. Bob is a member of the National Association of Professional Financial Advisors (NAPFA), the fee-only financial planning organization. He was the first NAPFA member in Louisiana and continues to the Fee-Only financial planner certification mark designed to reduce consumer confusion about the identity of true Fee-Only financial planners.

He has contributed to articles for Money magazine and other financial publications. He was cited as “one of the most qualified financial planners in the United States” in Money magazine in 1987 and 1988, and in Worth magazine’s list of top financial planners in 1997 and 1998. Medical Economics has chosen Reed for their listing of “America's Best Financial Advisors”. He was named one of America's "Top Wealth Managers" by Bloomberg magazine in 2002 and 2003. He is a life member of the National Registry of Who’s Who published in the 2001 edition.

Bob is a member of the Tuscaloosa Rotary Club and is a Past President of the Covington Rotary Club. In addition, he has held Board positions for numerous civic and professional organizations. A native of Montgomery, Alabama, Bob and his wife Camille, have two children, Olivia and Bryson.

Robert Reed is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Welcome to Personal Financial Advisors, LLC. We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana, and our satellite office in Tuscaloosa, Alabama. Or, thanks to technology, from anywhere around the globe.

WHAT MAKES US DIFFERENT

We believe in the power of personal financial planning and the process of tailored investment solutions. Because it’s personal, we help clients achieve their goals in a conflict free environment focused solely on our clients' objectives. We have years of planning and investment experience and a commitment to service.

We believe in basing financial decisions on information and guidance that is clear, objective and personalized.

Where other firms can profit by recommending certain products and solutions;  our fee-only structure helps to ensure that our clients receive advice that is purely in their best interests. And while some use a cookie-cutter approach in recommending financial planning and investment management strategies and solutions, we treat each client as an individual.

We are committed to doing our very best to thoroughly understand your unique needs and then recommend the best, lowest-cost strategies and solutions to enable you to reach your financial goals.

HOW WE HELP

Our team of NAPFA - Registered Financial Advisors has the expertise and experience to help you navigate through even the most unique financial opportunities and challenges. Our services include:

  • Retirement Planning and Cash flow Guidance—helping you manage what comes in and what goes out with an eye toward reaching long-term goals.
  • Insurance Planning—protecting your financial future against unforeseen trouble.
  • Tax Planning—taking steps to ensure that you keep as much of your wealth as possible.
  • Estate Planning—minimizing estate taxes and ensuring that your wishes will be carried out smoothly.
  • Investment Planning—Ensuring your investments are allocated to meet your long-term financial planning objectives.


YOUR TRUSTED ADVISOR

Since Personal Financial Advisors' founding in 1999, we have been committed to helping our clients make informed and objective decisions that significantly improve their lives. We look forward to helping you to achieve your unique goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Reed is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robert Reed is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Robert Reed

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Office Locations:

  • 100 Tyler Square - No. 6
    Covington, LA 70433
  • 1490 Northbank Pkwy
    Tuscaloosa, AL 35406

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