Expertise.com

2024

Last updated:

Best Financial Advisors in Auburn

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Auburn Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

22Reviewed

16Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Auburn, AL
Free Consultation

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Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Auburn, AL

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Why choose this provider?

Need help contacting a Financial Advisor in Auburn? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

350 Leavell Circle, Montgomery, AL 36117

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Private Wealth Advisor

3320 Skyway Dr., Suite 712-A, Opelika, AL 36801

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

1820 East University Drive, Auburn, AL 36830
WebsiteLicense: 4558422

Expertise.com Rating

Review Sources

Google
5.0 (10)
Facebook
5.0 (7)

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning

1800 Airport Road, Opelika, AL 36801
WebsiteLicense: 1281108

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Why choose this provider?

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.

  • Private Wealth Advisor

570 Devall Drive, Suite 303, Auburn, AL 36832
WebsiteLicense: 269955

Why choose this provider?

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.

  • Tax Preparation
  • Estate and Trust Specialist

1224 Ogletree Village Lane, Auburn, AL 36830
WebsiteLicense: 4413481

Expertise.com Rating

Review Sources

Facebook
5.0 (6)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • In Auburn, what are the things you need to consider when allocating your assets?

    When allocating your assets in Auburn, your strategies must be tailored to your risk tolerance, time horizon, and investment goals. You need to remember that assets with greater upside carry greater risk. Your time horizon also affects your asset allocation. If you have a long investment time, there is a greater potential for wealth accumulation. Your investment goals must be aligned with your asset allocation. You must allocate higher stocks if your goal is to grow your assets over a long period of time.

  • How can you protect your Social Security payout in Auburn when you become a disabled senior?

    When you become a disabled senior in Auburn, you can protect your Social Security payout through a representative payee. You need a representative payee because establishing medical directives, guardianship arrangements, and powers of attorney is not enough. The Social Security Administration will appoint your representative payee who will act on your behalf and is responsible for managing and directing your benefits.

  • Can you still get health insurance even if you lost your job in Auburn?

    Yes. You can still get health insurance even if you lost your job in Auburn. You can still keep your employer-based plan or apply for a new one. You can apply for Medicaid insurance if you meet certain requirements or sign up for short-term health insurance which offers lower premiums. Affordable Care Act health plan is also a good option. It provides essential benefits, however, it has an enrollment time limit.

  • What are the negative impacts of divorce on your retirement in Auburn?

    Divorce indeed provides a negative impact on your retirement in Auburn. It may affect your financial status and ability to prepare for your future. You need to handle all your living expenses on your own. You will pay for your own relocation costs and rent or mortgage. You might not be able to save as much and your benefits might be affected.

  • How can recent college graduates in Auburn achieve financial stability?

    Recent college graduates in Auburn can achieve financial stability if they establish short-term and long-term goals. They should also build an emergency fund that can last for three to six months. This might cover expenses resulting from unexpected events like job loss or car maintenance. They should also keep in mind to spend less than they earn and use a cash flow plan to track their expenses. It is also important that they save for retirement.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.