Financial Advisors in Birmingham, Alabama

One of the top advisors in Birmingham, Waverly Advisors is a fee-only financial planning and investment advisory firm founded in 1999 and headquartered in the city. They specialize in private client services, family offices, institutional consulting, corporate retirement plans, tax planning, estate planning, risk management, and investment management. With a team of over 90 experts across multiple states, they provide comprehensive and collaborative expertise in investment, tax, estate, and financial planning while demonstrating a strong commitment to social responsibility.

The Welch Group is a financial advisor company founded in 1984 and headquartered in Birmingham. They specialize in tax planning, investment strategies, estate planning, banking, and asset protection, serving clients in Birmingham and nationwide. As a fee-only firm, they prioritize client interests over sales, offer comprehensive financial planning services, and are dedicated to enriching the lives of their clients and the community.

Bridgeworth Wealth Management, founded in 2008 and headquartered in Birmingham, is a financial advisor company specializing in financial planning, investment management, life transitions, and private client services. They pride themselves on providing personalized wealth management and guiding clients through critical moments in their lives. With over $2 billion in assets under management, a team of CFP professionals, and a fiduciary commitment, Bridgeworth is a trusted partner in shaping financial legacies for professionals, high-net-worth individuals, and emerging professionals as one of the best advisors in Birmingham.

We chose Southern Financial Group as one of the top advisors in Birmingham because they are a well-established independent wealth management firm headquartered there. They specialize in comprehensive financial services, including investment management, financial planning, and insurance solutions. With a team of experienced professionals, they provide personalized financial plans that cater to clients' unique financial situations, risk tolerance, and long-term goals.

Meld Financial is an established independent wealth management firm founded in 1986 and based in Birmingham. They specialize in retirement wealth management, financial planning, investments, tax efficiency, estate planning, risk management, and employee and executive benefits, providing tailored and customer-driven financial solutions to individuals, families, trusts, foundations, and institutions in the Birmingham area. With a dedicated team of professionals, Meld Financial offers comprehensive services and personalized financial plans guided by each client's unique "Financial Fingerprint."

If you need a boutique advisor service, Mayfair Advisory Group serves people in Birmingham and specailizes in specialize in providing customized financial strategies and collaborative problem-solving for clients. Founded in 2019, this investment advisory and wealth planning firm acts as fiduciary advisors, meaning they prioritize clients' interests and work towards helping them achieve a secure financial future and a fulfilling life.