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Best Financial Advisors in Montgomery, AL

Our Recommended Top 5

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



5Top Picks

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featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by

Montgomery, AL
Free Consultation 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
  • Retirement Planning
  • Investment Management
  • Financial Planning

Montgomery, AL Rating

Why choose this provider?

Need help contacting a Financial Advisor in Montgomery? 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.

1713 Taliaferro Trail, Montgomery, AL 36117 Rating

Why choose this provider?

TrueWealth Advisors, LLC, is a wealth management firm that has been serving Montgomery clients since 2014. It offers a wide range of services, including retirement income planning, investment analysis, education funding, asset protection planning, and professional resource recommendation. The process includes an initial consultation, organization of financial data, evaluation of financial status, proactive plan development, and implementation of planning strategies. Additionally, its team monitors and continually adjusts financial plans. Paul B. Marks, the firm's founding member, started his career at the Florida Department of Insurance.

  • Estate Planning

445 Dexter Avenue, Montgomery, AL 36104 Rating

Review Sources

5.0 (1)

Why choose this provider?

Ronald Blue Trust is a local firm that has been operating in Montgomery since 1994. It offers a wide range of wealth management solutions including financial planning, family office services, business consulting, investment management, and institutional services. Its team assists individuals, families, professional athletes, business owners, and ministries. The business was originally established by Judy and Ron Blue after realizing that they want to help people in managing their wealth through biblical principles and technical expertise.

  • Retirement Planning
  • Certified Financial Planner (CFP)

254 Winton Blount Loop, Montgomery, AL 36117 Rating

Review Sources

5.0 (5)

Why choose this provider?

Tucker Financial Group is a financial advisor that serves clients in Montgomery and nearby areas. The company offers a wide range of services, such as finding the right mutual funds based on a client's risks and financial objectives. This independent company is led by Ray Tucker, who has been working in the insurance and investment solutions industry for more than 30 years. Tucker has been a SmartVestor Pro for the Dave Ramsey network since 2011.

  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Montgomery, ALFree Consultation
TrueWealth Advisors, LLC
1713 Taliaferro Trail, Montgomery, AL 36117
Ronald Blue Trust
445 Dexter Avenue, Montgomery, AL 36104
Tucker Financial Group
254 Winton Blount Loop, Montgomery, AL 36117


  • 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.

  • What factors should you consider before investing in a particular stock or bond in Montgomery?

    There are a number of factors you will need to consider before investing in stocks and bonds in Montgomery. The first question you need to address is if the investment is too risky and the second is if the business is registered with the SEC. You will then need to know the different fees associated with the investment and if you can sell quickly. It is also prudent to seek guidance from a financial advisor before undertaking a big investment.

  • What do you need to know about annuities in Montgomery?

    An annuity is an insurance contract where the insurance company makes investments on the client's behalf. The insurance company utilizes tax-deferred money and once the purchaser reaches the age of 65, the income earned from investments can be received. However, keep in mind that income from this investment can fluctuate depending on market behavior.

  • Are there hidden costs in your annuity in Montgomery?

    Yes, there are costs and charges that you should be aware of with your annuity in Montgomery. One type is the front-end load commission which you will pay upon the purchase of an investment, it is also known as a sales charge. There are also penalties such as surrender charges. You will incur surrender charges if you withdraw your investments within the first seven years, it begins with a 7% penalty on year one.

  • Do you need to pay taxes on mutual fund investments in Montgomery?

    Yes, you will need to declare income from mutual funds in Montgomery, regardless if it is ordinary dividends or capital gains. Ordinary dividends are net earnings given periodically to investors while capital gains, on the other hand, represent the profits generated from the sale of securities held in a mutual fund's portfolio.

  • What is the difference between preferred stock and common stock in Montgomery?

    In Montgomery, the majority of the stocks available are common stocks, hence the name. However, one of the major differences between a common stock and a preferred stock is the voting power shareholders have when it comes to common stocks. Common stock earnings are also based on the financial performance of a company while in preferred stocks, a specific dividend is granted to the shareholders.

  • 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.