Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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: 1 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: 19 years

WARREN AVERETT ASSET MANAGEMENT, LLC

Website

(334) 271-2200

3815 Interstate Court

Montgomery, AL 36109

SEC#: 801-60741
Years in Business: 19 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(334) 213-1600

7460 Halcyon Point Drive
Suite 100
Montgomery, AL 36117

SEC#: 801-10746
Years in Business: 46 years

TRUEWEALTH ADVISORS, LLC

Website

(334) 286-9806

1713 Taliaferro Trail

Montgomery, AL 36117

SEC#: 801-114236
Years in Business: 2 years

CAPFINANCIAL PARTNERS, LLC

Website

(334) 272-1192

One Commerce Street
Suite 800
Montgomery, AL 36104

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(334) 272-1192

One Commerce Street
Suite 800
Montgomery, AL 36104

SEC#: 801-62193
Years in Business: 18 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(334) 213-1600

7460 Halcyon Point Drive
Suite 100
Montgomery, AL 36117

SEC#: 801-10746
Years in Business: 46 years

 


Montgomery, AL Financial Advisor FAQs

They can help match your goals and needs with an appropriate mix of investments, diversification of assets and more importantly risk management strategy.
A good financial consultant aligns interests with clients by trying to generate maximum return on investments while still staying within risk tolerances set out by clients.
Financial advisors typically get paid through the payment structure of the investment products that they recommend.
The best way is to ask for recommendations. Other considerations include the extent of service offered (are they generalists or specialists?), work with advisors who can cover your entire financial situation, and whether the advisor works only with high-net worth clients or low-to middle-income families.