A densely populated state like Alabama has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Alabama and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|List of Qualified Financial Advisors in Alabama|
|Financial Advisor||Office Location||Phone Number|
Edelman Financial Engines, LLC
3595 Grandview Parkway,
Birmingham, AL 35243
|Terry Nager, CFP®
Southern Capital Services, Inc. Registered Investment Advisor
29000 US Hwy 98,
Daphne, AL 36526
|Paul W Abele
Canterbury Investment Advisors LLC
400 Office Park Drive,
Mountain Brook, AL 35223
|Jeffrey E Martin
HighPoint Planning Partners,LLC Registered Investment Advisor
221 East Side Square,
Huntsville, AL 35801
Fee Based Only - No Commissions
3595 Grandview Parkway,
AL 35243 Phone Number (205) 4039200
With over 20 years of experience as a financial planner, I am endlessly dedicated to my clients and their financial future. I thrive on helping them save to reach their long-term investment and retirement goals. Away from work, I enjoy traveling with my wife and daughter and completing my list of seeing every Div. I-A college football stadium. My motto is Once an Eagle Scout, always an Eagle Scout.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Fee Only, Based on Assets
29000 US Hwy 98,
AL 36526 Phone Number (251) 6261140
Terry is the longest serving Certified Financial Planner (CFP) in the Mobile, Alabama area, earning that designation in 1980. He founded Southern Capital Services, Inc. in 1982. In 1990 he gave up his brokerage licenses to become a fee-only adviser and he has specialized in portfolio management ever since.
When we take on a client we feel that his/her best interests must be placed above all else and that he/she should be given the personal attention and the highest standard of excellence in service that we can give. This commitment is extended to every client regardless of whether it is our largest or smallest account. We strive to provide our clients with the quality money management that we would seek for ourselves based upon integrity and competence as well as service.
Fee-Based, Based on Assets
400 Office Park Drive,
AL 35223 Phone Number (205) 8711692
Paul W Abele has been in the Wealth Management business for more than 35 Years. He believes strongly in The Efficient Market Theory, which states that all available information public, as well as an insider, is priced into the current market price. The chance of trying to beat the market's returns has proven over time to be elusive. That is why we want to own the whole market here and around the world. We do this by buying passively managed mutual funds that own the markets. We think that this is probably the best way to invest in stocks. We believe that investing in this manner, and charging what we believe to be low fees, is the best way to service our client's needs.
We strive to help our clients make wise decisions about their investments. As your personal Chief Financial Officer, Paul Abele brings clarity and stewardship to your financial future. We consider ourselves stewards of our clients' money. Our motivation is to always protect and serve our client's best interests. We recognized the importance of our fiduciary role and do everything in our power to earn the trust of our clients.
Series 7, 63, 65
Fee-Based, Based on Assets
221 East Side Square,
Suite 1B & 1C,
AL 35801 Phone Number (256) 7637500
Jeffrey E. Martin provides holistic fee-based planning for high net worth individuals, families, businesses and professionals. Jeffreys primary goal is to provide a high level of service utilizing a detailed step by step process towards financial success. Jeffrey takes great pride in understanding the needs of his clients and is guided by his principals, ethics and professionalism in every stage of the process. Whether your needs are in estate planning, retirement or investment management, Jeffrey can help develop a plan towards success. Jeffrey holds a series 7, 63 and 65 registrations through LPL along with is life & health licenses. He also holds the Chartered Retirement Planning Counselor designation (CRPC). He started is planning career at Ameriprise Financial in 2003, where for 11 years helped his clients navigate through one of the worst financial downturns in modern history. While at Ameriprise, Jeffrey earned the 2004 and 2005 Presidents Award based on his holistic planning approach that he still utilizes today. Jeffrey was awarded the FIVE STAR Wealth Management Award 4 times('13,'17,'18,'19)and was featured in Forbes and Chicago Magazine. Jeffrey is also a former touring golf professional and still continues to play in various amateur events after getting his amateur status reinstated. He enjoys fishing, camping and time with his family. He is married to his kindergarten sweet heart, Colleen and they have twin boys: Jacob and Joshua.
HighPoint Planning Partners uses a comprehensive discovery process to help you pursue your financial objectives, which begins with learning all we can about you. Knowing what is important provides a vital foundation for determining which investment choices might be right for you. We take the time to understand your overall lifestyle and personal needs to make informed decisions. We listen carefully to understand your short and long-term goals and discuss how your goals may impact your financial plan. We show you where you are today and work with you to personalize the steps involved in helping you pursue your financial goals. Based on your unique situation, we present a variety of possible strategies and help you determine which may be most appropriate for your situation. Once we agree on the right plan for you, we leverage our knowledge and substantial resources to ensure it is fully implemented and properly monitored. We continuously review your financial strategy and make recommendations on new ways to approach your goals, as needed. We recognize that you have your own preference for the frequency and manner in which we communicate with you regarding your financial plan. Just as we create a financial plan tailored to your individual needs, we also strive to understand the best way to keep you informed. We are respectful of your time and your privacy and tailor our service schedule to your tastes.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?