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Best Financial Planners in Alabama: Your Guide to Top Advisors

Choosing the right financial planner is crucial for managing your wealth and planning for the future. Alabama is home to numerous experienced and dedicated financial planners who offer a variety of services tailored to meet individual needs. Here’s a comprehensive guide to some of the best financial planners in Alabama, including their contact information, website links, and social media handles.

1. Legacy Advisory Group

Located in Birmingham, Legacy Advisory Group provides a range of financial services including portfolio management, retirement planning, and wealth management. The team at Legacy Advisory Group is known for their ethical standards and customized financial solutions.

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  • Services Offered: Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding.
  • Contact Information:

2. Oak Tree Financial Services, LLC

Founded by Ron Moody, Oak Tree Financial Services offers extensive experience in investment, estate, and retirement planning. The firm is known for its personalized approach and dedication to client success.

  • Services Offered: Financial Planning, Investment Advice, Estate Planning, Retirement Planning.
  • Contact Information:

3. Waverly Advisors

Waverly Advisors in Montgomery provides comprehensive financial planning and wealth management services. They also offer specialized services through the Women’s Wealth Connection, catering to women who have experienced significant life events.

  • Services Offered: Financial Planning, Wealth Management, Investment Management, Estate Planning, Tax Services.
  • Contact Information:
    • Phone: (334) 260-2440
    • Address: 4141 Carmichael Rd, Montgomery, AL 36106
    • Website: Waverly Advisors
    • Social Media: LinkedIn

4. Arlington Family Office

Arlington Family Office, based in Birmingham, is recognized for managing substantial assets and providing high-quality advisory services. Their approach is client-centered, focusing on individual financial goals and needs.

  • Services Offered: Financial Planning, Wealth Management, Retirement Planning, Investment Management.
  • Contact Information:

5. Stonegate Investment Group, LLC

Stonegate Investment Group provides comprehensive investment advisory services with a focus on personalized financial planning. They are based in Birmingham and manage a significant portfolio for their clients.

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  • Services Offered: Financial Planning, Investment Management, Wealth Management, Retirement Planning.
  • Contact Information:

6. ColeFP Wealth Management, Inc.

Located in Huntsville, ColeFP Wealth Management provides a variety of financial planning solutions. Their services include estate planning, tax strategies, and retirement planning, with a commitment to client education.

  • Services Offered: Financial Planning, Estate Planning, Tax Strategies, Retirement Planning.
  • Contact Information:

7. Ariss Financial Group

Steve Clark from Ariss Financial Group in Dothan is known for his expertise in portfolio management and comprehensive financial planning. The firm provides personalized advisory services to help clients achieve their financial goals.

  • Services Offered: Portfolio Management, Financial Planning, Wealth Management, Investment Advice.
  • Contact Information:

8. Steve Richardson & Company, PC

This Tuscaloosa-based firm has been providing wealth management services since 1978. They offer a wide range of financial solutions tailored to the needs of individuals, families, and businesses.

  • Services Offered: Wealth Management, Financial Planning, Investment Strategies, Retirement Planning.
  • Contact Information:

9. Morgan Stanley Wealth Management

Morgan Stanley’s wealth management team offers a robust suite of financial planning and advisory services. They leverage the full resources of their firm to help clients reach their financial goals.

  • Services Offered: Financial Planning, Investment Management, Wealth Management, Estate Planning.
  • Contact Information:
    • Phone: (800) 869-6397
    • Address: Multiple locations across Alabama
    • Website: Morgan Stanley
    • Social Media: LinkedIn

10. Raymond James Financial Services

Raymond James offers comprehensive financial planning services, focusing on individualized strategies to meet their clients’ financial goals. Their Birmingham office is known for its personalized approach and client satisfaction.

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  • Services Offered: Financial Planning, Wealth Management, Investment Advice, Retirement Planning.
  • Contact Information:
    • Phone: (205) 421-1922
    • Address: 569 Brookwood Village, Suite 901, Birmingham, AL 35209
    • Website: Raymond James
    • Social Media: LinkedIn

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