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Displaying results 1 to 25 of 30

  • 1

    Cathy Pareto and Associates

    Montgomery, AL (2.45 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 2

    Evensky & Katz, LLC

    Montgomery, AL (2.45 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000�

  • 3

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 4

    Jackson Thornton Asset Management, LLC

    200 Commerce Street
    Montgomery, AL

  • 5

    Money Professionals, LLC

    450 Commerce Street
    Montgomery, AL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    With over fifty years of cumulative experience in financial services, our fee-only advisors provide strategic solutions for clients with varying objectives. NEW CLIENT minimum portfolio size = $500,000...

  • 6

    Navigator Asset Management, LLC

    P.O. Box 589
    Auburn, AL

  • 7

    The Mutual Fund Store

    Two Chase Corporate Drive
    Hoover, AL

  • 8

    Asset Management Services LLP

    2205 Cahaba Valley Drive
    Birmingham, AL

  • 9

    Chitwood Advisory Group

    4956 Valleydale Road, Ste 201
    Birmingham, AL

  • 10

    Lakeshore Capital, LLC

    3755 Corporate Woods Drive
    Birmingham, AL

  • 11

    Marca, Inc.

    4320 Eagle Point Parkway
    Birmingham, AL

  • 12

    Sebcor, Inc.

    7023 Meadowlark Drive
    Birmingham, AL

  • 13

    Wesban Financial Consultants, P.C.

    1800 Providence Park, Suite 200
    Birmingham, AL

  • 14

    Money Professionals, LLC

    4744 Corporate Woods Drive
    Birmingham, AL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    With over fifty years of cumulative experience in financial services, our fee-only advisors provide strategic solutions for clients with varying objectives. NEW CLIENT minimum portfolio size = $500,000...

  • 15

    Greatmark Investment Partners, Inc.

    6001 River Road
    Columbus, GA

  • 16

    Townsend Financial

    6867 Mountainbrook Dr.
    Columbus, GA

  • 17

    Canada Capital, LLC

    2647 Rocky Ridge Lane
    Birmingham, AL

  • 18

    Clark Financial Advisors

    4128 Crosshaven Drive
    Birmingham, AL

  • 19

    Horizons Financial Group, Inc.

    3500 Blue Lake Drive
    Birmingham, AL

  • 20

    Professional Asset Strategies, LLC

    3500 Blue Lake Drive, Suite 155
    Birmingham, AL

  • 21

    Abele Financial Group LLC

    2100 Southbridge Parkway
    Birmingham, AL

  • 22

    Doucet Asset Management, LLC

    2204 Lakeshore Drive, Suite 218
    Birmingham, AL

  • 23

    Johnson Sterling, Inc.

    820 Shades Creek Parkway
    Birmingham, AL

  • 24

    Money Management Services Inc

    2100a Southbridge Parkway
    Birmingham, AL

  • 25

    Snow Investment Services Co Inc

    728 Shades Creek Pkwy
    Birmingham, AL

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