Explore Financial Advisors Serving Birmingham, AL

Freedom Financial Group specializes in retirement planning and wealth management, offering personalized strategies through insurance products, investment advisory services, and Medicare guidance. Our Retire with Freedom Process helps clients address income planning, tax efficiency, and legacy goals. We serve individuals and high net worth families with a team-based approach.

Strauss Financial Group provides fee-based financial planning and investment management services, helping clients achieve long-term financial security. Our fiduciary-driven approach focuses on personalized strategies for retirement planning, tax optimization, and life transitions. With a heritage of integrity since 1988, we empower clients to navigate complex financial decisions with confidence.

Kassouf Wealth Advisors offers comprehensive financial planning and investment management services tailored to individual client needs. Specializing in retirement, estate, insurance, and education planning, we deliver fee-only, fiduciary-driven advice to preserve and grow wealth. Our team of certified professionals employs a disciplined, client-centric approach to achieve long-term financial goals.

McClellan Wealth is a Birmingham-based financial advisory firm offering personalized wealth management, investment planning, and tax-efficient strategies. We specialize in creating tailored financial solutions for individuals and families, focusing on long-term growth and generational wealth preservation. Our services include retirement planning, estate management, risk assessment, and philanthropic planning, all delivered with a commitment to integrity and client-centric care.

LibertyFi provides outsourced technology and asset management services for Registered Investment Advisors (RIAs). We help RIAs implement and manage Envestnet's financial wellness ecosystem while offering strategic consulting to enhance scalability. Our partnership with Aptus Capital Advisors delivers comprehensive portfolio management solutions for independent financial advisors.

Waverly Advisors is an independent Registered Investment Adviser (RIA) offering comprehensive financial planning, investment management, and wealth advisory services. We serve private clients, families, institutions, and businesses with a fiduciary commitment to objectivity and client-centric solutions. Our expertise spans tax planning, estate strategies, retirement plans, and family office services, supported by a team of credentialed professionals.