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2024

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Best Financial Advisors in Huntsville, AL

Our Recommended Top 7

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 Huntsville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

47Reviewed

31Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Huntsville, AL
Free Consultation

Expertise.com Rating

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
  • Investment Management
  • Retirement Planning
  • Financial Planning

Huntsville, AL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Huntsville? 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.

3330 L and North Drive Southwest, Huntsville, AL 35801

Expertise.com Rating

Review Sources

Google
5.0 (1)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

520 Madison Street Southeast, Huntsville, AL 35801

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Estate Planning

65a Town Center Drive, Huntsville, AL 35806

Expertise.com Rating

Review Sources

Google
5.0 (2)
Yelp
4.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

250 Sun Temple Drive, Madison, AL 35758

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

2430 L and North Drive, Huntsville, AL 35801

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Vector
3330 L and North Drive Southwest, Huntsville, AL 35801
Wealthbridge Financial Advisors
520 Madison Street Southeast, Huntsville, AL 35801
Kincer Business Group
65a Town Center Drive, Huntsville, AL 35806
ColeFP Wealth Management, Inc.
250 Sun Temple Drive, Madison, AL 35758
Longview Financial Advisors, Inc.
2430 L and North Drive, Huntsville, AL 35801

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.

  • How can you reduce your estate taxes in Huntsville?

    There are two common ways to reduce your estate taxes. The first method involves transferring your wealth to your children or grandchildren using the annual gift tax exclusion and charitable giving. As of 2023, the annual gift tax exclusion is $17,000 or $34,000 per married couple. On the other hand, you can reduce your estate taxes by offering lifetime charitable transfers to national charities or 501(c)3 organizations in Huntsville.

  • How can a financial advisor help widows in Huntsville?

    An advisor in Huntsville can offer various financial advice to women after losing a spouse. They may help assess current financial situations, develop strategies to receive deceased spouses’ retirement benefits and proceeds from life insurance policies, and assist in filing federal tax and estate income tax returns. The financial advisor can also answer initial questions that are unique to each client and aid in understanding existing expenses and the ways to make payments.

  • How does the SECURE Act 2.0 affect current Hunstville retirees?

    The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law in 2022, has introduced some new changes to tax-advantaged retirement accounts for current retirees in Huntsville. These include required minimum distribution age changes, reduced RMD penalties, increased qualified charitable distribution limits, and more access to qualified longevity annuity contracts.

  • What are the different types of trusts available in Huntsville?

    Revocable trusts, irrevocable trusts, asset protection trusts, and life insurance trusts are some of the most common types of trusts in Huntsville. Other common trusts include testamentary, inter vivos, special needs, supplemental needs, qualified personal residence, generation-skipping, charitable remainder, and charitable leads trusts. A financial advisor in Huntsville can help clients assess their main objectives, identify risks, and create a financial and estate plan.

  • What retirement systems are available to Huntsville employees?

    The three primary types of retirement systems available to employees in Huntsville are the employees' retirement system, the teachers' retirement system, and the judicial retirement fund. The employees' retirement system is available specifically for most public employees. Whereas, the teachers' retirement system is for public school teachers. Meanwhile, the judicial retirement fund is a benefit plan for judges, justices, district attorneys, and circuit clerks. Other savings programs available to employees include those provided by Rocket City Federal Credit Union and the city's College 529 Savings Program.

  • 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.