Financial Advisors in Huntsville, Alabama

Facet Wealth is a Baltimore-based financial advisor company founded in 2016. They offer a wide range of services including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. With a team of experienced financial experts, they provide objective guidance through a flat fee model, utilizing cutting-edge technology to offer personalized financial solutions to their clients in Huntsville, AL and beyond.

Avantax Planning Partners is one of the best financial advisors in Huntsville because of their wide array of services. Avantax specializes in tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, cash flow management, and holistic financial planning. Since their founding in 1983, they've been collaborating with trusted tax professionals to tailor financial plans that align with clients' unique life goals and tax-based financial opportunities. Through their partnership with Avantax Financial Planning Consultants, clients receive personalized guidance using their specialized tool, Guidance Planning Strategies (GPS).

Keel Point is a wealth management and financial advisory firm founded in 2003 and headquartered in Huntsville. They specialize in areas such as wealth management, family office services, investment management, retirement planning, and financial advisory. With a client-centric approach and a commitment to ethical practice, Keel Point aims to empower families to achieve their financial goals while making a positive impact on their communities.

One of the top financial advisors in Huntsville, Smith Thornton Advisors is a distinguished financial advisory firm specializing in personal financial planning, portfolio management, retirement strategies, insurance planning, education saving, estate planning, and retirement plans. With a legacy spanning several decades, they are committed to putting clients first and utilizing a financial architecture approach that combines intricate financial principles with tried-and-true methodologies to provide artful and scientific investment portfolio management. Their comprehensive services and meaningful client relationships have made them the go-to partner for individuals and families seeking financial empowerment since 2021.

TrueWealth Advisors is one of the best Birmingham-based financial advisory firms because it provides clients with comprehensive financial solutions and guidance. Founded in 2014 and headquartered in Huntsville, they specialize in retirement income planning, investment analysis, company-sponsored retirement plans, educational funding, family and business protection planning, asset protection planning, estate planning, and professional resource recommendations.  Through their expertise and dedication to client success, TrueWealth Advisors ensures individuals, professionals, and businesses in Huntsville can confidently navigate their financial journeys.

Navigation Wealth Management is a financial advisor company founded in 2005 and headquartered in Ft. Collins, CO. They specialize in financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and college savings. They prioritize customer service, building long-term client relationships, and staying at the forefront of the industry by regularly updating their knowledge and embracing new technologies.