Find a Financial Planner in Birmingham, AL

 

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We did the hard work of finding trustworthy partners in Birmingham, AL.

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We Only Work With The Best Birmingham Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Birmingham, AL


  • Financial Advisor Close to Birmingham, AL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Birmingham Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Birmingham area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Birmingham offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.9% of Birmingham's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Birmingham area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Birmingham area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Birmingham area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Birmingham area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Alabama has unique laws defining which actions trigger a taxable event and has the 11th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Birmingham area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Birmingham area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Birmingham, AL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Birmingham, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Birmingham financial advisors.
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How Retirement-Friendly is Birmingham, AL?

  • Population: 212,297
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $110,800
  • Average Monthly Housing Cost: $814
  • Average Household Income: $54,559
  • Alabama Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Alabama Property Tax: 1.41% (Lowest in U.S.)
  • Alabama Individual Income Tax: 1.96% (16th Lowest in U.S.)
  • Alabama Sales and Excise Tax: 4.08% (12th Highest in U.S.)


The Top Financial Advisor Firms in Birmingham, AL


HIGHLAND ASSOCIATES INC

Website

(205) 933-8664

2545 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-30248
Years in Business: 33 years

JOHNSON STERLING, INC.

Website

(205) 871-9940

820 Shades Creek Parkway
Suite 3200
Birmingham, AL 35209

SEC#: 801-49811
Years in Business: 25 years

BIRMINGHAM CAPITAL MANAGEMENT CO INC

Website

(205) 967-7062

2 Perimeter Park South
Suite 235-East
Birmingham, AL 35243

SEC#: 801-20170
Years in Business: 37 years

HARBERT FUND ADVISORS, INC.

Website

(205) 987-5500

2100 Third Avenue North, Ste 600

Birmingham, AL 35203

SEC#: 801-55926
Years in Business: 22 years

REGIONS INVESTMENT MANAGEMENT, INC.

Website

(205) 264-7074

1900 5th Avenue North
Sixth Floor
Birmingham, AL 35203

SEC#: 801-27629
Years in Business: 34 years

BONAVENTURE CAPITAL, LLC

Website

(205) 626-9197

820 Shades Creek Pkwy., Ste. 1200

Birmingham, AL 35209

SEC#: 801-64141
Years in Business: 16 years

BHK SECURITIES, LLC

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-67198
Years in Business: 14 years

BHK INVESTMENT ADVISORS

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-66669
Years in Business: 14 years

MERIT FUND ADVISORS

Website

(205) 313-4809

2151 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-110773
Years in Business: 3 years

MAYFAIR ADVISORY GROUP, LLC

Website

(205) 800-4311

3300 Cahaba Road
Suite 200
Birmingham, AL 35223

SEC#: 801-117219
Years in Business: 1 years