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Best Financial Advisors in Huntsville

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ColeFP Wealth Management, Inc. logo

ColeFP Wealth Management, Inc.

250 Sun Temple Drive, Madison, AL 35758
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

ColeFP Wealth Management, Inc., is a financial planning company that serves clients across the Huntsville metro. It provides financial planning solutions and guides clients in estate planning, taxes, college planning, risk management, and retirement. It likewise educates clients on their financial goals through savings and cash flow analysis. Company founder Scott Cole has been featured in Money Magazine and the Wall Street Journal. He is also a recipient of the Jack Davis Award for Professional Achievement from the University of Alabama.

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Investor's Resource logo

Investor's Resource

100 Essex Court Suite C, Madison, AL 35758
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  • Tax Planning
  • Wealth Management
  • Certified Financial Planner (CFP)
  • Retirement Planning

Investor's Resource is a financial planning service firm affiliated with RFG Advisory that caters to clients in Huntsville and nearby local areas. It offers different wealth management strategies such as investment management, tax planning, and estate transfers. Its team of three financial advisors follows a five-step consultative process to thoroughly understand and assess clients' needs. This process includes multiple meetings for analyzing financial assets, developing and enacting strategies, then reviewing the implemented plan. The firm was founded by Shari Burnum, a certified financial planner with 30 years of experience.

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Kincer Business Group logo

Kincer Business Group

65a Town Center Drive, Huntsville, AL 35806
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  • Certified Financial Planner (CFP)

Kincer Business Group is a financial advisory firm that caters to clients in Huntsville. Its financial services range from money purchasing plans to retirement plans. It also offers a variety of accounting services, including improving the accounting system of businesses through QuickBooks, bank reconciliation, tax preparation for individual returns or corporate, and payroll services. Its president, Stephen Kincer is a certified public accountant and financial planner with more than 30 years of experience in the industry.

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Longview Financial Advisors, Inc. logo

Longview Financial Advisors, Inc.

2430 L and North Drive, Huntsville, AL 35801
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  • Certified Financial Planner (CFP)

Longview Financial Advisors, Inc., which has offices in Huntsville and Gadsden, provides numerous services, including wealth management and financial planning. One of the four service models it offers is Capstone, which caters to families, individuals, and organizations with at least $750,000 in assets. Meanwhile, its Cornerstone service model was created for young professionals building wealth and seeking financial planning assistance. Longview Financial Advisors supports the community by giving its employees two days of paid leave so they can volunteer for their chosen charitable organizations.

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Vector logo

Vector

3330 L and North Drive Southwest, Huntsville, AL 35801
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Vector eases the retirement transition for Huntsville clients by providing wealth-building strategies. The financial advisory firm uses its planning process in building the client’s financial future. It involves analyzing the client's situation by understanding their goals and values. The firm also generates Monte Carlo simulations when choosing the client's portfolio. The firm’s managing partner, Jay Dryden, is a Certified Financial Planner with over 15 years of experience. Vector supports charities like Safe Harbor Youth.

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Wealthbridge Financial Advisors logo

Wealthbridge Financial Advisors

520 Madison Street Southeast, Huntsville, AL 35801
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  • Estate Planning

Wealthbridge Financial Advisors is a wealth management firm that serves the residents of Huntsville and the surrounding areas. Its financial planning services include diversified asset allocation strategies, risk management, and regular monitoring of investment portfolio performance. The firm also provides estate planning and tax preparation services. Founder and principal Tim Randle has been working in the financial services field for more than 15 years. He served in the United States Army for more than a decade.

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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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