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William K. Nicrosi, II

CPA, CFP®

Investment Counselor

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Leavell Investment Management, Inc.

2712 18th Place South
Birmingham, AL 35209
(205) 588-2177

Derrell G. Crimm

CFP® CRPC

Owner - Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

AC Financial Partners

1800 International Park Dr, Suite 10
Birmingham, AL 35243
(205) 235-5165

Patricia L. Burris

CFP®

Social Security and Medicare Specialist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Alabama and the surrounding communities.

Meld Financial, Inc.

PO Box 43626
Birmingham, AL 35243
(205) 967-4200

Shannon J. Pike

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Financial Advisor serving Alabama and the surrounding communities.

Kassouf & Co.

2101 Highland Avenue South, Suite 300
Birmingham, AL 35205
(205) 443-2526

Charles Z. Ivey

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North, suite 100, Ste 300
Birmingham, AL 35203
(205) 208-8700

Laura K. Rhoades

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North, Suite 100
Birmingham, AL 35203
(205) 208-8733
CONNECT WITH Laura
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Sheri E. Robinson

CFP®, CPA, AEP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross...More

Financial Advisor serving Alabama and the surrounding communities.

Linscomb & Williams

2100 Third Ave North, Ste 1100
Birmingham, AL 35203
(205) 868-3331

Thomas M. Wagner, Jr.

CFP®

Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213
(205) 879-5001
CONNECT WITH Thomas
  • linkedin link

Bobbie Goldstein

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

6 Beechwood Road
Mountain Brook, AL 35213
(719) 651-6410

Marshall Rathmell

CFP®, CPA, PFS

Managing Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Alabama and the surrounding communities.

BCR Wealth Strategies, LLC

1952 Urban Center Pkwy
Vestavia, AL 35242
(205) 298-1234

John B. Blalock, IV

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

2906 Crescent Ave
Birmingham, AL 35209-2522
(205) 779-0873

Erik J. Aspelin

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Waverly Advisors, LLC

600 University Park Pl, Ste 501
Birmingham, AL 35209-6700
(205) 271-4040

Mark Roberts

CFP®, AAMS®

First Vice President - Investments; PIM Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Wells Fargo Advisors

525 Madison Street
Huntsville, AL 35801
(256) 564-6473

Henry B. Ware

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

10125 St North Suite #100
Birmingham, AL 35203
(205) 208-8700

Cleve Gantt

CFP®

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving Alabama and the surrounding communities.

Gantt Financial Advisors, LLC

9086 Merritt Lane Ste. C
Daphne, AL 36526
(251) 214-2617
CONNECT WITH Cleve
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Robert M. Simon

MSFP, CFP®, AEP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

River Capital Advisors, L.C.

Waverly Advisors, LLC, 600 University Park Place
Homewood, AL 35209
(904) 398-2075
CONNECT WITH Robert
  • linkedin link

Mary Meadows Livingston

CFP®

Founder and President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

2208 University Blvd., Suite 102
Birmingham, AL 35233
(205) 259-6447

Mac Frasier

CFP®

Director of Planning

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

850 Shades Creek Parkway
Birmingham, AL 35209
(205) 263-4691
CONNECT WITH Mac
  • linkedin link

Miles L. Ball

CFP®, CMFC

Senior Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Wealth Management Consultants, LLC

1621 South University Boulevard, Suite A-2
Mobile, AL 36609
(251) 476-2131

Joe A. Stephens

CFP®

Certified Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Edgewood Wealth

1900 28th Ave. S., Suite 110
Homewood, AL 35209
(205) 769-6030
CONNECT WITH Joe
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Robert W. McLeod

PhD, CFP®, CFA, CLU,

Chairman

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Alabama and the surrounding communities.

University of Alabama

2316 University Blvd, Ste 201
Tuscaloosa, AL 35401-1544
(205) 345-0934

Rebecca W. Yerby

CFP®

Owner, Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

four10 planning

1773 Old Creek Trl
Vestavia Hills, AL 35216
CONNECT WITH Rebecca
  • linkedin link

Stewart H. Welch, III

CFP®, AEP

Founder

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213-2422
(205) 879-5001

Donald P. Bolden

CFP®, CLU

Pres.

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Alabama and the surrounding communities.

CapSouth Partners, Inc

2216 W Main St
Dothan, AL 36301
(334) 673-8600

Ashley R. Burrell

CFP®

Investment Operations Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Meld Financial. Inc.

3008 Pump House Road
Birmingham, AL 35243

Meld Financial. Inc.

3008 Pump House Rd.
Birmingham, AL 35243

Robert B. Herndon

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Alabama and the surrounding communities.

Equitable Advisors

22 Inverness Parkway, Suite 120
Birmingham, AL 35242

Equitable Advisors

3836 Glencoe Drive
Birmingham, AL 35213-1609
(205) 292-8534

Jerry W. Carden

CPA/PFS, CFP®, CRPS®

Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Ameriprise Financial Services

1451 W Main St
Dothan, AL 36301

Ameriprise Financial Services

1451 W Main St
Dothan, AL 36301-1311
CONNECT WITH Jerry
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Ross W. Kennedy

CFP®

Director of Implementation and Cash Flow

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Zora Financial

P.O. Box 550325
Birmingham, AL 35255