Best Financial Advisors in Birmingham

Why These Financial Advisors?

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

Reviewed Curated Top Picks 69 48 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Edgewood Wealth Advisors

  • Insurance Products
  • Retirement Planning
  • Tax Planning

Edgewood Wealth Advisors is a financial planning firm serving Birmingham and its surrounding metros. It assists clients in setting financial goals and creating a comprehensive plan that secures their assets. Its team of advisors handles investment accounts, retirement plans, budgeting, tax planning, and business valuation. They also help clients access and select life and disability insurance policies. Its founder, Joe Stephens, was born and raised near the metro and currently serves in the Homewood Commercial Development Authority Board.

1900 28th Avenue South
Birmingham, AL 35209


Progress Financial Services

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Progress Financial Services is a local financial institution serving Birmingham individuals and families. Its financial planning services include estate planning, retirement planning, and college savings. It offers a full selection of mutual funds, unit investment trusts, exchange-traded funds, fixed-income investment products, and equity trading services. Its staff uses a proactive approach in developing strategies that best fit the client's financial objectives and goals. The firm strives to form long-term client relationships and generate superior long-term value for shareholders.

2121 Highland Avenue
Birmingham, AL 35205


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