Find a Financial Planner in Montgomery, AL

 

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

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We Only Work With The Best Montgomery 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 Montgomery, AL


  • Financial Advisor Close to Montgomery, 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 Montgomery Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Montgomery area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Montgomery can include managing client retirement accounts, investments, tax plans, and more.
17.9% of Montgomery's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Montgomery area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Montgomery area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Montgomery area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Montgomery area is generally long-term and performed with the help of a qualified planner. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Montgomery area, it typically 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Montgomery area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 199,783
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $127,900
  • Average Monthly Housing Cost: $878
  • Average Household Income: $68,149
  • 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 Montgomery, AL


TUCKER FINANCIAL GROUP

Website

(334) 277-0500

254 Winton Blount Loop

Montgomery, AL 36117

SEC#: 801-118704
Years in Business: 0 years

MCDONALD & HAGEN WEALTH MANAGEMENT

Website

(334) 387-0094

350 Leavell Circle

Montgomery, AL 36117

SEC#: 801-107431
Years in Business: 5 years

JACKSON THORNTON ASSET MANAGEMENT, LLC

Website

(334) 834-7660

200 Commerce Street

Montgomery, AL 36104

SEC#: 801-61445
Years in Business: 18 years