Find a Financial Planner in Montgomery County, AL

 

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

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We Only Work With The Best Montgomery 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 Montgomery County, AL


  • Financial Advisor Close to Montgomery 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 Montgomery 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 Montgomery County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Montgomery County typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.2% of Montgomery County'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 County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Montgomery County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Montgomery County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Montgomery County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 in the Montgomery County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 226,941
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $137,300
  • Average Monthly Housing Cost: $885
  • Average Household Income: $70,975
  • 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 County, 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