Connect with Top-Rated Financial Planners in Birmingham!

Freedom Financial Group is a family-built business that helps families achieve their ideal retirements. They offer financial planning, wealth management, and insurance services to individuals and families. Their team of experts uses the "Retire with Freedom" process to examine clients' current financial situations and determine their retirement needs, providing custom strategies to help them reach their unique retirement goals. With a focus on helping others achieve financial freedom, they offer informational courses, radio shows, and online resources to educate clients on retirement income strategies and wealth management. Their team is comprised of financial security professionals who are licensed to sell life insurance and annuities, and they have been recognized as one of the top financial security professionals in Alabama.

Legacy Advisory Group, a financial planning firm in Birmingham, Alabama, specializes in providing customized, comprehensive, and conscientious financial solutions to individuals, businesses, and non-profits. Our team of experienced financial professionals offers a full range of financial services and solutions, including financial planning, investment advisory, tax-efficient managed accounts, and more.

Strauss Financial Group is a family-owned firm providing fee-based investment services, helping clients create and preserve wealth for generations. With a fiduciary standard, they offer objective and personalized financial advice, open communication, and unparalleled personal service. As a Registered Investment Advisor, they strive to simplify complex financial decisions and build long-lasting relationships.

Frank Chappelle & Co., Inc. is a leading financial services firm providing investment management, wealth management, and financial planning services to individuals, families, and businesses. With a 77-year legacy, we are committed to delivering exceptional financial solutions and building long-term relationships with our clients.

Kassouf Wealth Advisors is an independent, fee-only Registered Investment Advisor (RIA) that offers financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a team of CERTIFIED FINANCIAL PLANNER practitioners and Personal Financial Specialists, the firm provides unbiased advice and works to counter any conflicts of interest. Kassouf Wealth Advisors helps clients organize, manage, and preserve wealth through proven financial strategies, and they are committed to acting in their clients' best interests.

Waverly Advisors offers forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs, including personal wealth management, family office, retirement plan, and institutional consulting services. With over $11.9 billion in assets under management and a team of professionals holding prestigious credentials, we provide collaborative investment, tax, estate, and financial planning services to help you achieve your financial goals.

At McClellan Wealth Management, we are a boutique wealth management firm specializing in long-term, generational wealth management solutions. Our team of experts provides personalized attention and support to our clients, helping them to achieve their financial goals through a comprehensive approach to financial planning, investment management, and estate planning. We take the time to get to know each client, understanding their unique needs, goals, and priorities, and develop a personalized wealth management plan to address every financial concern. With our expertise and guidance, you can enjoy today while we plan for tomorrow.

LibertyFi is a leading provider of outsourced middle office services for independent retail advisory firms (RIAs). With deep experience in technology and outsourcing, LibertyFi helps RIAs scale their businesses, grow faster, and provide better client experiences through its innovative solutions and expert team.

Gambrell Financial Advisors is a family-led firm that has been serving clients since its establishment in 1983, providing comprehensive financial planning and advisory services, including investment strategies, retirement income planning, and tax planning. The firm is dedicated to helping clients maximize their financial potential by leading with their best interests at heart. With a personalized approach, the experienced team creates tailored strategies to meet clients' unique needs and goals. The firm is located in Birmingham, Alabama.