Expertise.com

Best Financial Advisors in Hoover

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Hoover, AL
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Hoover, AL

Why choose this provider?

Need help contacting a Financial Advisor in Hoover? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
23 Inverness Center Parkway, Birmingham, AL 35242
  • Finance Planning

Why choose this provider?

OneAscent Wealth is a company that caters to individuals, families, and businesses in Hoover and the nearby communities. It offers an assortment of options for individual investors, including financial planning, investment management, tax and estate planning, legacy coaching, and retirement planning. The firm also handles services like retirement plan design and implementation, institutional coaching, and benefits consulting for its institutional investors. OneAscent Wealth was established in 2017 by Harry Pearson, a Certified Financial Planner and Chartered Retirement Planning Counselor.

Reputation:

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.
5.0
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
3500 Blue Lake Drive, Suite-290, Birmingham, AL 35243
  • Financial Planning

Why choose this provider?

Capstone Financial Group, LLC, has been serving individuals, families, and businesses in Hoover since 2009. It helps clients in pursuing their financial goals through wealth accumulation, income preservation, and asset protection strategies. The firm also offers financial products, such as insurance and annuities. Each of the firm's associates has experience as a business owner before becoming a financial advisor. The owner, H. Douglas Ingram, is licensed to practice as a financial advisor in several states, including Georgia, Florida, and Kentucky.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3168 Cahaba Heights Road, Birmingham, AL 35243
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

GrandView Financial Group, LLC, is an advisory firm that serves clients in Hoover. It recommends financial strategies to help individuals manage debt and monitor spending. The firm also designs an estate plan and coordinates with an attorney to set up documents like trusts and wills. Its other services include insurance and investment planning. The firm's CEO, Robert Straka, is the former Alabama Chapter president of the International Association for Financial Planning. He taught students about investments as a faculty member at Birmingham-Southern College.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2501 20th Place South - Suite 300, Birmingham, AL 35223
  • Retirement Planning

Why choose this provider?

Frank Chappelle & Co., Inc., helps individuals, families, small and medium-sized businesses, and professional groups in Hoover in building and preserving wealth. It gives investment advice, educating its clients on how to diversify and balance their portfolios. Its advisors guide them in handling mutual funds, stocks, bonds, electronically traded funds, and trusts. In addition, they provide options for life and disability insurance. President Ramsey Reich is a former corporate banking trust officer with experience in retirement and fiduciary investing.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Website
1143 1st Ave S Suite 107, Birmingham, AL 35233
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 2005, The Piedmont Group is a financial advisory firm that caters to individuals, families, and businesses in the Hoover area. It helps clients protect their wealth and secure their financial future by providing them with retirement planning, investment management, estate and wealth transfer planning, risk management and insurance, cash flow analysis, and education planning services. Jonathan M. Constant, one of the professionals from the company, has earned the CRPC designation and previously held a leadership position in NAIFA.

Reputation:

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.
4.7
Google
4.7 / 5 (13)

Website
800 Shades Creek Pkwy., Suite 310, Birmingham, AL 35209
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

McClellan Wealth Management is a boutique financial planning firm that serves clients residing in Hoover and its neighboring areas. Its financial advisors assist individuals in identifying their long-term goals, locating financial resources, and eventually developing a plan that suits their unique financial situations. They also utilize investment strategies and wealth management processes that matches their clients' financial plans. McClellan Wealth Management's owner, Josh Slocum, is a Certified Financial Planner and an Accredited Investment Fiduciary.

Reputation:

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.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (2)

Website
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242
  • Financial Planning

Why choose this provider?

Willow Private Wealth handles financial planning for clients in Hoover and the surrounding areas. This company helps individuals secure their finances and prepare for their future needs by offering various financial planning solutions. These include investment management, insurance planning, and tax-advanced financial strategies. It also assists clients who wish to transfer their wealth to their beneficiaries through estate planning. One of the company's partners, Casey Marshall, specializes in creating financial plans for medical professionals and retired individuals.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
101 25th Street North, Birmingham, AL 35203
  • Certified Financial Planner (CFP)

Why choose this provider?

Bridgeworth Wealth Management caters to individuals, families, and businesses in Hoover and the surrounding areas. It helps customers prepare themselves financially for life transitions like a child going to college or having a new baby by developing a financial plan that matches their needs and objectives. It also assists clients with investment management, cash flow analysis, and estate planning. Patti B. Black, one of the company's financial planners, has been featured in national publications like Forbes and U.S. News & World Report.

Reputation:

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.
4.6
Google
4.6 / 5 (40)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
3410 Independence Drive, Birmingham, AL 35209
  • Certified Financial Planner (CFP)

Why choose this provider?

Money Management Services, Inc. is a firm that offers comprehensive wealth management services in Hoover and the nearby metros. Its process starts by assessing the financial profile and goals of its clients, followed by recommending strategies for college funding, retirement planning, taxes, and accumulation of wealth. This financial planning firm was co-founded by Donald Rice in 1992. Rice has been featured in publications like the Bloomberg News Magazine, the Investment News, and the Birmingham News.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
31 Inverness Center Parkway, Hoover, AL 35242
  • Certified Financial Planner (CFP)

Why choose this provider?

Timberchase Financial LLC is a wealth management and financial planning firm that has been serving clients in Hoover and nearby areas for more than a decade. The firm's financial advisors begin the process with a discovery meeting that involves the discussion of clients' current financial situation. They also develop a personalized proposal that allows clients to regain control of finances. In addition, they have a range of wealth management services that include investment management, tax mitigation, asset protection, and charitable giving.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
600 Vestavia Parkway Suite 100 Box 42, Vestavia Hills, AL 35216
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

Sunburst is a firm that has been serving Hoover and surrounding communities since 2005. It helps individuals in implementing a financial plan by assessing their liabilities, assets, and cash flow. Its team of professionals also applies adjustments to a plan when necessary and constantly monitors the economic environment to keep clients up-to-date with their short-term and long-term goals. The firm's founder, Randy Martin, is a retired Mississippi Army National Guard who utilizes his extensive background in the financial services industry in crafting customized financial plans.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3940 Montclair Road, Fifth Floor, Birmingham, AL 35213
  • Certified Financial Planner (CFP)

Why choose this provider?

The Welch Group, LLC, handles financial planning services in the Hoover area and the surrounding metro. Founded in 1984, the group performs investment management to help its clients control their financial future and retirement. The Welch Group specializes in tax planning, estate planning, P & C insurance, long-term care insurance, and fraud and ID theft protection. The company is composed of Chartered Financial Analysts, Certified Financial Planners, Accredited Estate Planners, lawyers, and MBA degree holders.

Reputation:

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.
4.8
Facebook
4.8 / 5 (33)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • How can financial planning in Hoover help you when you retire?

    There are a lot of benefits when you plan your finances before retirement in Hoover. Your retirement years should be the golden years of your life, and having financial stability is one of the most important factors. With a solid financial plan, you can protect yourself from health costs and emergency financial burdens. The goal of having a financial plan is to maximize your wealth throughout your retirement.

  • How can you avoid scams when planning your retirement in Hoover?

    When planning for your retirement and seeking to invest your money in Hoover, you need to be aware of scams before going into any financial transaction. You need to double-check any letters or communications from a bank, financial institution, and non-profit organization. Also, hackers may be able to change payment information or divert funds without your knowledge.

  • What should you consider when planning your Social Security benefits in your retirement in Hoover?

    When planning on utilizing your Social Security benefits in Hoover, you may need to consider factors that may play a role in your financial planning. You need to ask yourself what age you are retiring and if you can extend your retirement age. Other things to consider are your earnings during your retirement if you will have multiple sources of income. You must also determine your current and projected health status.

  • In Hoover, when can you withdraw from your 401(k) account?

    There are certain requirements in the withdrawal and distributions of your 401(k) account in Hoover. By default, you may receive a distribution of your 401(k) at your death, disablement, or employment termination. However, you can also receive it once you reach the age of 59 years and six months or if you apply for a hardship distribution.

  • What is a 401(k) hardship distribution in Hoover?

    A 401(k) hardship distribution is given to participants experiencing immense financial stress. It is allowed in Hoover but not required by law and applies only to specific circumstances, such as unreimbursed hospital bills, eviction from your home, or federally declared disasters. You may submit documents that can support your hardship distribution application.

  • 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.