Laurels

Best Financial Advisors in Birmingham
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
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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.

Birmingham, AL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

BHK Holdings, LLC

BHK Holdings, LLC

  • Estate Planning
  • Retirement Planning

BHK Holdings, LLC in Birmingham, Alabama is a financial planning and investment management firm that offers services to clients in the metro. The firm was founded by John G. Brock, a financial advisor who started his career in 1972. Some of the firm's services include retirement planning, asset allocation strategies, wealth independence planning, fiduciary risk management, and savings advice. BHK Holdings also has extensive experience working with individuals, families, foundations, institutional investors, and non-profit organizations.

2200 Lakeshore Drive
Birmingham, AL 35209

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capstone Financial Group, LLC

Capstone Financial Group, LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

Capstone Financial Group, LLC, serves families, individuals, and businesses throughout Birmingham. It offers a broad range of financial products and services, including retirement strategies, estate conservation strategies, investments, insurance and annuity products, and portfolio management. Doug Ingram, the president and CEO of the company, carries more than 30 years of experience in the industry and is a member of the National Association of Insurance and Financial Advisors. He also holds the Accredited Investment Fiduciary designation.

3500 Blue Lake Drive
Birmingham, AL 35243

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Chris D Waltman, CLU, ChFC, CASL, CLTC

Chris D Waltman, CLU, ChFC, CASL, CLTC

  • Retirement Planning

Chris D Waltman, a financial professional in Birmingham, helps clients attain financial security for their families and businesses. Waltman holds various designations and certifications, such as CLU, ChFC, CASL, and CLTC. He serves as a representative of Northwestern Mutual that offers a range of financial services and products. It includes financial planning, retirement planning, education funding, estate planning, and business planning. Additionally, Waltman assists clients in managing their investments and long-term care needs.

1901 6th Avenue North
Birmingham, AL 35203

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Clark Financial Advisors

Clark Financial Advisors

  • Certified Financial Planner (CFP)

Clark Financial Advisors serves clients in Birmingham and neighboring cities. Its team is committed to helping clients achieve their financial goals through education and advisory. Its financial planners provide training related to the management of inheritance and efficient acquisition by medical practitioners and individual and family financial planning solutions. Clark Financial Advisors also provides professional sports planning where it teaches and guides athletes in preparing for their future through tax planning, contractual design, budgeting, and proper investment planning.

3932 Crosshaven Drive
Vestavia Hills, AL 35243

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Edgewood Wealth Advisors

Edgewood Wealth Advisors

  • Retirement Planning
  • Insurance Products
  • 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

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Falkner Financial Advisors

Falkner Financial Advisors

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

Falkner Financial Advisors serves individuals, families, and business owners in Birmingham. It develops goal-based financial security plans that are designed to meet its clients' short-term and long-term goals and can include insurance and investment products. The team of advisors also specializes in asset allocation, business succession, and retirement planning. It is run by Butch Falker, a CFP professional who has been serving in the industry since 1976 and is a founding partner of the Financial Service Center of Alabama.

6647 Green Drive
Trussville, AL 35173

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gambrell Financial Advisors

Gambrell Financial Advisors

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

Gambrell Financial Advisors has been serving the Birmingham metro and its surrounding communities for over 38 years. It procures financial solutions that suit its clients' needs, from smart investing strategies to tax planning. Its team of financial advisors also offers Social Security, retirement, and estate planning services. It also assists clients in choosing annuities and insurance policies. Its founder, Dean Gambrell, is a Certified Financial Planner who served two terms as President of the Alabama Chapter of the International Association for Financial Planning.

1512 Alex Drive
Birmingham, AL 35210

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

GrandView Financial Group, LLC

GrandView Financial Group, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)

GrandView Financial Group, LLC, offers customized financial planning services in Birmingham. It helps clients in personal finance including budgeting, spending, and guidance in life events. It assists families and businesses with insurance, investments and management, and retirement planning services. The firm also empowers clients to pass on their wealth with its charitable gifting strategies and estate planning services. GrandView Financial Group supports organizations such as the Boy Scouts of America and Kiwanis Club.

3168 Cahaba Heights Road
Vestavia Hills, AL 35243

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Leavell

Leavell

  • Private Wealth Advisor
  • Retirement Planning

Leavell is an independent investment management company established in 1979. It helps individuals, families, and businesses in Birmingham strategize financial plans through custom portfolios, tax-aware investing, asset allocation, and personal trust accounts. It also handles retirement, pension, and profit-sharing plans. Additionally, the company assists non-profit organizations and foundations in managing endowments. Founder Thomas W. Leavell is a member of the CFA Institute. He is also the portfolio manager of The Government Street Equity Fund and The Government Street Mid Cap Fund.

2712 18th Place South
Birmingham, AL 35209

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

McClellan Wealth Management

McClellan Wealth Management

  • Certified Financial Planner (CFP)

McClellan Wealth Management is a financial planning practice that serves Birmingham and the surrounding areas. The boutique firm offers a wide selection of wealth management solutions, including financial planning, investment management, and estate and trust planning. The firm also provides risk assessment analysis, retirement planning, educational planning, philanthropic planning, and executive benefits planning services. Josh Slocum, the founder of the firm, holds an Accredited Investment Fiduciary (AIF®) designation. Slocum had nine years of industry experience before launching the firm.

800 Shades Creek Parkway
Birmingham, AL 35209

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Money Management Services, Inc.

Money Management Services, Inc.

  • Estate Planning
  • Retirement Planning

Money Management Services, Inc. is a financial advisory firm serving clients in Birmingham. It offers comprehensive financial planning, investment and portfolio management, retirement planning, and tax strategies. Its team designs custom financial plans for important life events, including retirement, estate transfers, business succession, education, and divorce. Chairman and CEO Donald R. Rice is a CFP and AIF professional who co-founded the firm in 1992. Rice and his firm have been recognized in various industry publications such as Bloomberg News Magazine and Investment News.

3410 Independence Drive
Birmingham, AL 35209

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

OneAscent Wealth

OneAscent Wealth

  • Certified Financial Planner (CFP)

Founded in 2017, OneAscent Wealth is a financial advisory firm serving the Birmingham metro and the surrounding areas. It provides comprehensive solutions such as financial planning, tax planning, retirement planning, estate planning, investment management, and legacy coaching to individuals and institutions. Its staff creates customized strategies that align with clients' values and investments. The firm is a member of the Shelby County Chamber. CEO Harry Pearson is a Certified Financial Planner, Certified Kingdom Advisor, and Chartered Retirement Planning Counselor.

23 Inverness Center Parkway
Birmingham, AL 35242

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Progress Financial Services

Progress Financial Services

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

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

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Shades Creek Wealth Advisors

Shades Creek Wealth Advisors

  • Estate Planning
  • Retirement Planning

Shades Creek Wealth Advisors is a financial advisor that serves clients in Birmingham and the surrounding areas. The company offers a variety of services, such as professional asset management, comprehensive financial planning, estate planning, and charitable planning. Guidance with alternative investments for investors is also provided by the company. This privately held company is led by Hamilton Poynor. He is a third-generation financial advisor whose family has been working in the financial sector since 1934.

2318 2nd Avenue North
Birmingham, AL 35203

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Strauss Financial Group

Strauss Financial Group

  • Retirement Planning

Strauss Financial Group is an independent financial advisory practice that has been serving individuals since 1988. The boutique firm offers customized financial plans and has assisted clients who are going through a divorce, retirement issues, and life transitions. The firm acts in a fiduciary standard, providing clients with advice and working with them to develop a customized financial plan. Company president Arthur Strass is a second-generation financial advisor and was listed among Birmingham Business Journal's Rising Stars of Money in 2017.

2201 Cahaba Valley Drive
Birmingham, AL 35242

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Timberchase Financial LLC

Timberchase Financial LLC

  • Retirement Planning

Timberchase Financial LLC is a wealth management and financial planning firm serving the Birmingham metro since 2004. It uses a consultative process for its investment management, tax mitigation, estate planning, asset protection, and charitable assistance services. The company specializes in helping physicians, expatriates, and especially families undergoing significant transitions, such as widowhood, divorce, retirement, and adoption. As a fiduciary, Timberchase Financial works on behalf of its clients, minimizing potential conflicts of interest.

31 Inverness Center Parkway
Birmingham, AL 35242

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tom Chapman

Tom Chapman

  • Certified Financial Planner (CFP)

Tom Chapman is a CFP who serves individuals and businesses in Birmingham. He helps clients achieve a stable financial future by providing planning solutions for their retirement, business, and education. He also offers life insurance plans, variable and fixed annuities, and tax services. Tom holds a bachelor's degree in Finance Marketing and has been a FINRA and SIPC member since 2004. Before working with Equitable Advisors, he served as a financial consultant at a financial advisor agency for 14 years.

201 Office Park Dr., Suite 100
Birmingham, AL 35223

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Vision Financial Group

Vision Financial Group

  • Estate Planning
  • Certified Financial Planner (CFP)

Vision Financial Group provides people throughout the Birmingham metro with financial management solutions. It offers guidance in risk assessment and investment planning for a variety of purposes such as wealth accumulation, family protection, and asset preservation. The company's team of advisors uses its Vision 20/20 strategy to assist clients in making decisions that are consistent with their values and goals. This strategy includes personal meetings with clients, gathering their financial data, and clarifying their goals as part of the discovery process.

4505 Pine Tree Circle
Birmingham, AL 35243

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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