Table of Contents
Financial Planner Near Me in Birmingham
1. Freedom Financial Group
Meet the professionals who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet The Team
At Freedom Financial, your financial success is a team effort. Why do we use a team approach? Because it’s important that we get it right! That means that, depending on what you need at any given time, we will always have the right person to help take care of you.
Our entire team of professionals is devoted to working toward your retirement goals — and helping make your dreams a reality. With our combined wealth of knowledge and experience, we look at your retirement plan from different viewpoints to ensure every opportunity has been explored.
Contact – info@askfreedomfinancial.com
2. Savant Wealth Management
At Savant Wealth Management in Birmingham, AL, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interest. From our office at 101 25th Street North, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, They also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Birmingham-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
3. GrandView
We are financial planners first.
The team at GrandView comes from a wide range of backgrounds and experiences but come together in the service of our clients. It is our belief that we have found a better way to help clients improve and organize their financial lives into an easy-to-understand format.
We are financial planners first. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Depending on the season of life you are in, many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, we are there to help you pursue your financial independence.
GrandView prides itself on being an asset and a friend to so many in our community. We mention “friend” because our client conversations are about more than money. Family, work, your interests/hobbies, vision and values are where we start and then use money as the tool to get there.
Bob Straka founded GrandView Financial Group in 2006 and built our company on the belief that we could help clients pursue their dreams, work toward financial goals and pass on true “wealth”: Values, wisdom, work ethic and faith to the next generations to follow. Looking at his own financial goals, leading up to his retirement, Bob took steps to put in place a team to succeed him and keep Grandview going for those next generations of clients.
Prior to being the owner of GrandView, Kelly Morgan was a client and then hired as Chief Operations Officer. In 2016, she began the process of becoming a partner at GrandView and is now taking the business forward for the next generation.
4. BCR Wealth
Birmingham, AL Fee-Only Financial Advisors
At BCR Wealth Strategies, our mission is simple: we are passionate about helping you succeed.
There are many reasons why people hire us:
- You’re looking to delegate the day-to-day oversight of your wealth so you can focus on what matters most to you
- You’re in some form of transition, such as losing a spouse, divorce, or retirement
- You’re looking for a new wealth management firm that goes beyond cookie-cutter solutions that may or may not help you pursue your financial goals and aspirations
- You’re looking for a financial advisor who communicates with you regularly and is highly detail-oriented
With our Plan to Succeed™ program, we tailor innovative financial solutions that simplify smart financial decision-making, empowering you to secure your financial future confidently.
Your success has been driven by knowing what you are uniquely qualified to conquer and delegating the things others can handle for you. When your family’s finances are held up by a lack of time or interest, BCR is your solution. We know success isn’t one-size-fits-all. That’s why our approach to financial planning and investment management is as unique as you are.
As the CEO of your finances, you hire us to serve as your Chief Financial Officer (CFO). Our job is to provide you with tools, resources, and advice; ultimately, you are the financial decision-maker.
Dealing with your finances, especially as yours grows and accumulates, can feel like a full-time job. This is where we can come in.
We mitigate the uncertainty from investing and financial planning. With extensive financial planning and investing experience, we do the heavy day-to-day oversight and management of your wealth with customized wealth strategies.
5. Meld Financial
We spend the majority of our lives on a mission to build wealth. We accumulate a pool of funds and investments that allows our children to go to college, enables our families to travel the world, and prepares us to finally retire with confidence while leaving a legacy for our loved ones.
But it’s not enough to save, socking money away and earning bare-minimum interest. Your family’s financial future is best served by managing your hard-earned dollars with a plan designed to minimize your tax exposure and ensure your financial goals become financial realities.
At Meld Financial, we employ a team of CERTIFIED FINANCIAL PLANNERSTM, investment managers, tax consultants and legal specialists that have the cumulative skills to manage any situation that you could encounter. Our process starts when you meet with our team to develop your Financial Fingerprint®. Your Financial Fingerprint® is a personal plan that is quick to assemble, easy to understand, and simple to modify as circumstances change.
6. McClellan Wealth Management
McClellan Wealth Management | Birmingham, AL Wealth Manager
At McClellan Wealth Management, we do more than help you plan and grow your financial assets. We take into account your individual needs, your personal goals for your money, your family, and your future – and we work with you to make sure you’re completely satisfied with every aspect of the services you receive.
If you have ever had an experience with a larger financial advisory firm that left you feeling more like a number than a person, then you’ll appreciate the McClellan difference right away.
Built on a Foundation of Knowledge & Principles
Before starting McClellan Wealth Management, Certified Financial Planner Josh Slocum worked for Merrill Lynch for almost nine years. There, he honed his skills and knowledge of the industry. His experience at Merrill Lynch fueled his next success at a small boutique financial planning firm in Birmingham. Josh learned everything he needed to know about launching his own private firm, and McClellan Wealth Management was born.
He founded the firm on the principles of integrity, competence, and diligence.
These qualities are at the heart of every client interaction. Not only does Josh adhere to his fiduciary obligation to act in his client’s best interest, but he is also genuinely invested in each client. It is important to Josh that he forge a personal connection with his clients to get a more comprehensive understanding of their needs.
As he listens to them talk about their families, finances, concerns, and goals for the future, he is simultaneously building lasting relationships rooted in mutual trust and respect. These bonds go much deeper than the impersonal business-focused model you’ll find at most financial advisory firms.
See the Difference for Yourself
It is our view that trusting your financial interests to McClellan Wealth Management is a smart choice. We hope it will bring you the help you want as you live in the present and plan for your future.
Contact us today and schedule a meeting with Josh to discuss your needs, goals, and specific financial considerations. You’ve got everything to gain.
7. Stock Bridge Wealth Partners
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
8. Southern Financial Group
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Also read: The 5 Pillars of Personal Finance and How to Become Adept at Managing Them
9. Zora Financial
*Objective Advice
*Delivered Nationwide
Zora Financial is a behavioral-based financial planning and investment management firm providing tailored advice from the comfort of wherever life takes you.
Is a fee-only, Behavioral-Based, financial planning and investment management firm based in Birmingham, Alabama. We were founded in 2014, as a fiduciary, to provide holistic advice, investment management, and plan implementation nationwide.
Investments, Cash Flow, Tax Planning, Retirement Planning, Insurance Planning, Employee Benefits Planning, Education Planning, Debt Planning, Estate Planning, Goal Planning, behavioral coaching, ongoing review, implementation, and you.
10. Apex Financial Group
Looking for a trustworthy financial advisor near Birmingham, Alabama?
Apex Financial Group provides personalized wealth management and retirement planning. You’ve worked hard to get where you are, and owner Ken Reeves is passionate about helping you make informed decisions about your financial future. A personal experience with a bad financial advisor inspires his commitment to ongoing professional development and financial education. Today he shares that industry knowledge with his financial planning clients, as well as on the radio and at live retirement planning events.
11. The Welch Group, LLC
The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As Stewart began helping clients prepare for a secure financial future, he quickly realized there was a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the early pioneers in offering clients fee-only investment management and financial planning services. What began as a vision of service to a local community grew into a firm serving clients across the United States.
At The Welch Group, we offer fee-only financial planning to young professionals, families, and retirees. Our unique approach allows us to provide wealth management services to professionals and retirees and high-touch family-office services to well-qualified families. We work comprehensively with our clients, helping to ensure no stone is left unturned when planning for their financial future.
Our Firm Mission
We are more than just a wealth management firm. Our mission is to transform how clients experience wealth management and enrich their lives by easing the complexities and stresses that come with it. We strive to help clients identify, pursue, and achieve their financial goals with confidence. Our dedicated team of advisors is committed to guiding each client relationship with care and expertise, helping them navigate every step of their financial journey. We specialize in crafting personalized strategies tailored to each client’s unique circumstances and aspirations, no matter their stage of life.
12. One Ascent Wealth
OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, OneAscent Investment Solutions, and OneAscent Capital each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end.
OneAscent’s business model reflects our belief that financial planning and wealth management are engaged partnerships between clients, financial advisors, and investment resources. In these areas, we strive for clarity, communication, and unity. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.