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Best Financial Advisors in Auburn

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Bright Investments, LLC logo

Bright Investments, LLC

570 Devall Drive, Suite 303, Auburn, AL 36832
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  • Tax Preparation
  • Estate and Trust Specialist

Bright Investments, LLC is an independent employee-owned firm that has been serving Auburn and its surrounding communities since 2015. It assists individual and institutional investors with their financial needs which include 401(k) employer plans, tax or investment decisions, cash flow management, and retirement planning. Its team of wealth advisors reviews and analyzes clients' financial situation and goals to develop customized strategies. The firm's founder, John F. Bright, has been cited in different publications such as Forbes, Business Week, and New York Times.

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First Financial Group of the South logo

First Financial Group of the South

3320 Skyway Dr., Suite 712-A, Opelika, AL 36801
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  • Estate Planning
  • Retirement Planning

First Financial Group of the South serves residents in Auburn and the surrounding locations. Its advisors manage clients' investment portfolios according to their individual life situation and goals. They regularly evaluate market trends and clients' changing needs. In line with this, they conduct periodic portfolio adjustments. In addition, the financial professionals help clients plan for retirement and manage personal risks. Sanford B. Axelroth, who is a CFP and Chartered Financial Consultant, founded the firm in 1982.

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Invista Advisors logo

Invista Advisors

350 Leavell Circle, Montgomery, AL 36117
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  • Private Wealth Advisor

Invista Advisors provides its services to individuals and businesses in Auburn and nearby communities. It gives a customized approach to financial planning tailored to each client's needs. Its team is composed of CPAs, consultants, specialists, and investment advisors that offer a variety of investment options for its individual clients including bonds, common stock, educational IRA, and brokerage accounts. Financial planning, risk management, and business consulting are also offered to its corporate clients. Its branch manager, Carl McDonald, Jr., has been in the financial services industry since 1989.

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Machen McChesney logo

Machen McChesney

1820 East University Drive, Auburn, AL 36830
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  • Estate Planning
  • Retirement Planning

Machen McChesney is a consulting firm that provides wealth advice and solutions to clients in Auburn and the surrounding areas. Its professionals help clients navigate critical financial decisions and a constantly evolving financial market. They formulate various financial programs, such as plans for retirement, income, cash flow, college funding, estates, and family office solutions. Machen McChesney has been serving clients for more than 60 years. It is a member of The National Association of Certified Valuation Analysts.

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Smith-Kastner Wealth Management logo

Smith-Kastner Wealth Management

1800 Airport Road, Opelika, AL 36801
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  • Private Wealth Advisor

Smith-Kastner Wealth Management caters to individuals, families, and businesses throughout Auburn. Its team focuses on collaborating with clients in holistic consultations that help identify their long-term needs and goals in terms of retirement, business, estate, and investment planning. It also helps in determining a client's risk tolerance for asset management through the identification of factors like unnecessary taxes, rebalancing, and asset division. The firm partners and collaborates with other CPAs in providing technical support and resources for strategies involving business valuations, insurance, and buy-and-sell agreements.

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Wilson Investment Group logo

Wilson Investment Group

1224 Ogletree Village Lane, Auburn, AL 36830
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Wilson Investment Group has been providing financial solutions for the residents of Auburn and the neighboring regions. The firm offers financial planning, investment management, and professional advice to a diverse clientele, which includes young professionals, families, and retirees. Its advisory team tailors plans for each client to meet their specific goals, such as education funding, retirement planning, and risk management. Partner Matthew R. Clegg, who has been with the company since 2001, holds both CFP and IAR designations.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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