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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

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

Paul A. Caylor

CFP®

Founder & Chief Financial Strategist

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

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

Prudent Wealth

15036 Lakeside Trl SW
Huntsville, AL 35803-4803
(970) 225-6169
CONNECT WITH Paul
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Brian T. Hinson

CFP®, CPA*, ChFC®

Managing Partner

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

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

Bridgeworth + SAVANT

3810 Governors Dr NW
Huntsville, AL 35805-3586
(256) 970-6890
CONNECT WITH Brian
  • linkedin link

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

James W. Peay

CFP®

Member

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

Financial Advisor serving Alabama and the surrounding communities.

The Welch Group

3940 Montclair Rd, Fifth Floor
Birmingham, AL 35213
(205) 879-5001

Jonathan E. Millican

CFP®

Financial Advisor

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

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

4118 S Shades Crest Rd
Birmingham, AL 35244
(866) 850-1766
(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
  • twitter link
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Ronnie P. Moody

CFP®

Certified Financial Planner

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

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

Oak Tree Financial Services, LLC

120 Holmes Ave NE, Ste 305
Huntsville, AL 35801-4830
(866) 759-0050
(256) 704-9400

Thomas M. Noon

CFP®

Financial Advisor

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

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

Thrivent Financial

3100 Lorna Rd, Ste 210
Birmingham, AL 35216-5451
(205) 822-9590

J. Samuel Fitch

CFP®

Partner

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

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

Bridgeworth + SAVANT

101 25th St N, Ste 100
Birmingham, AL 35203-4308
(205) 208-8756

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

David K. Ward, Jr.

MS, CFP®

Financial Advisor

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

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North
Birmingham, AL 35203
(205) 208-8700

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

Martin Tyler McGuire

CFP®

Lifelong Financial Advisor

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

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

Diversified, LLC

2100 Southbridge Pkwy., Suite 650
Birmingham, AL 35209
(205) 408-3000

CHARLENE F. REYES

CFP®CWS®AEP®

VP, Private Wealth Advisor

Specialties: Comprehensive Financial Planning

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

Regions Bank

11 No Water St, STE 2801
Mobile, AL 36602
(251) 434-3057
CONNECT WITH CHARLENE
  • linkedin link

Jim Sumpter

CFP®,MT

President

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

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

CMC Financial

1400 Urban Center Dr, Ste 475
Birmingham, AL 35242
(205) 510-9074
CONNECT WITH Jim
  • linkedin link

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

David S. LeCompte

CFP®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Financial Advisor serving Alabama and the surrounding communities.

Savant Wealth Management

101 25th St N, Ste 100
Birmingham, AL 35203-4308
(205) 568-2076

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 Rd.
Birmingham, AL 35243

Meld Financial. Inc.

3008 Pump House Road
Birmingham, AL 35243
(205) 967-4200

Lawrence E. Wall

CAP, CFP®

Managing Director

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

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

WealthArc Advisors

1957 Hoover Ct, Ste 316
Hoover, AL 35226-3620
(205) 907-1229
CONNECT WITH Lawrence
  • facebook link
  • twitter link
  • linkedin link

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
  • facebook link
  • twitter link
  • linkedin link

Celia Mann Baehr

CFP®

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

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

Celia Mann Baehr, CFP®

2866 Dauphin St, Ste R
Mobile, AL 36606-2482
(251) 476-7183

Eugene Marcus Gard

CFP®

CIO

Specialties:

Financial Advisor serving Alabama and the surrounding communities.

Telarray

1260 33rd St S
Birmingham, AL 35205-1417
(901) 281-1334