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Freedom Financial Group
- Peace
- Confidence
- Mind
“I like it that they met with me after 100 days and will continue to meet with me and review my professionally managed investments yearly or sooner if I have questions.”
Best Financial Advisors in Birmingham, AL
24 firms listed · all 24 in Birmingham · 1 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Legacy Advisory Group
- Future
“He doesn't mind explaining products to you in order to help you make the best decision.”
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Strauss Financial Group
“These guys treated me like family and genuinely LISTENED to the future I wanted for my family and more than accommodated the foundation to which I could begin building such future.”
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Stockbridge Wealth Partners
- Team
“They are always looking to meet their clients needs, and provide services that make it easier for clients to access their accounts and really track what is going on.”
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Capstone Financial Group
“Best financial expert in Birmingham to handle your business or personal!”
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Grandview Financial Group
“Grandview Financial Group is a trustworthy wealth management agency.”
The 24 firms listed for Birmingham, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Birmingham, AL
All 24 firms we list here are in Birmingham itself. We have 64 firms in Birmingham on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.0 to 5.0 across 225 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), investment management (2), retirement planning (2), tax planning (2) and wealth management (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 20 list a public email and 5 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Birmingham take financial planning bookings online?
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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The Welch Group
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McClellan Wealth Management
“He truly cares about his clients' well-being and helping to achieve their goals.”
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Horizons Financial Group
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Money Management Services
“Been working with them for many years and they CARE; and they get results!”
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Royalty Tax
- Tax Preparer
- Money
- Information
“My Tax lady was Wykesha Coleman she was efficient, responsive, and sweet she made the process so easy all I had to do was give her my information she forever has a loyal client I'm so excited this is where you guys need to be filing the best in Birmi...”
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Wealth Without Wall Street
- Podcast
- Plan
- Passive Income
“The Wealth Without Wall Street community offers a wealth of passive income ideas, income streams, and practical advice on starting and growing businesses.”
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Abeona Wealth
“When evaluating any big purchase, they provided me with a spreadsheet so I knew what interest rate to look for & how to budget.”
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Frank Chappelle & Co
“Clients always come first!!!”
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Murfee Meadows
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Gambrell Financial Advisors
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Oneascent Wealth Management
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Apex Financial Group
“Questions and he didn't make me feel stupid for asking them”
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Doubleoak Financial Group
“For over five years, Double Oak Financial Group has handled all of my financial planning from retirement to college savings for my three young daughters.”
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Garrett, Perkins & Horton Advisory Partners
“We needed some financial guidance and were fortunate enough to speak with Andrew Schaper.”
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2065 Wealth Management
“He worked with my HR manager to identify our needs and present a workable benefits package.”
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Bill Smith Wealth Management
“To me he looks out for his clients, and will do everything he can do to help you when you retire live a comfortably life.”
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Meld Financial
“I speak to Pat at Meld Financial regularly about Social Security and Medicare and she is very knowledgeable and an incredible resource.”
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Booth Financial
“Brilliant at breaking down complex idea into simple strategies specific to my personal goals… which he actually took the time to understand.”
Retirement Planning and Investment Management Services in Birmingham, AL Cost Estimates
Minimum cost
$1220
Maximum cost
$10366
National Average
$3659
Avg Per Hour Rates
$366
$2439
$6708
Typical price range is based on 300 cost profiles
Why these companies made our list
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