Find a Financial Planner in Mobile County, AL

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Mobile County 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 Mobile County, AL


  • Financial Advisor Close to Mobile County, 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 Mobile County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Mobile County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Mobile County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
19.6% of Mobile County'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 Mobile County area can create a custom plan and walk with you each step of the way.
In the Mobile County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
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 Mobile County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Mobile County area often offer tax planning services to their clients. 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 Mobile County 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Mobile County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Mobile County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Mobile County, AL?

  • Population: 414,114
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $142,600
  • Average Monthly Housing Cost: $847
  • Average Household Income: $64,948
  • 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 Mobile County, AL


RETIREMENT ADVISORS, INC.

Website

(251) 344-0707

1009 Downtowner Blvd

Mobile, AL 36609

SEC#: 801-112649
Years in Business: 3 years

WILLIAMS FINANCIAL GROUP

Website

(251) 473-2120

2566 Dauphin Street

Mobile, AL 36606

SEC#: 801-119410
Years in Business: 0 years

N.D. PITMAN & COMPANY, INC.

Website

(251) 345-7748

3800 Airport Blvd
Suite 306
Mobile, AL 36608

SEC#: 801-64499
Years in Business: 16 years

LEAVELL INVESTMENT MANAGEMENT, INC.

Website

(251) 433-3709

210 Saint Joseph Street

Mobile, AL 36602

SEC#: 801-14752
Years in Business: 42 years

HARBOR FINANCIAL SERVICES, LLC

Website

(251) 650-0840

Rsa Battlehouse Tower
11 North Water Street, Ste 21290
Mobile, AL 36602

SEC#: 801-65811
Years in Business: 15 years

SANDIFER WEALTH MANAGEMENT, INC.

Website

(251) 340-1984

3615 Old Shell Road

Mobile, AL 36608

SEC#: 801-79414
Years in Business: 7 years

AULL & MONROE

Website

(251) 342-3339

3605 Springhill Business Park Suite A

Mobile, AL 36608

SEC#: 801-35841
Years in Business: 31 years