Wealth Without Wall Street
“Helped me understand money for the first time in my life and in a way that made me feel smart and confident.”
Best Financial Advisors in Birmingham, AL
24 firms listed · all 24 in Birmingham · 1 open weekends · 21 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Freedom Financial Group
“He helped us weed through what we wanted our retirement to look like and THEN he showed us how we can achieve our retirement with a true peace of mind.”
Legacy Advisory Group
“He is incredibly responsive, always available when I have a question or need advice, and proactive about reaching out whenever he sees a new opportunity that could benefit me”
Book onlineBook
Stockbridge Wealth Partners
“He invested the necessary time to thoroughly understand my unique financial goals, ensuring all advice was clearly explained and specifically tailored to my circumstances.”
Strauss Financial Group
“Knowledgeable and down to earth team that got to know us and our needs emotionally as well as financially!”
Royalty Tax
“WyKeshia and her team was very professional, warm welcoming, and definitely work hard to get you the best refund.”
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. 23 of the firms on this page have a rating, from 3.5 to 5.0 across 368 reviews; 3 have 50 or more reviews and 21 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) and wealth management (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1994. 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; 21 list a public email and 6 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?
6 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.
Apex Financial Group
“He was very knowledgeable in the area of how your pretax savings effects your income taxes when you retire and have mandatory withdrawal amounts annually.”
Capstone Financial Group
“Joe Thomas at Capstone financial has an impeccable reputation for honesty and customer service.”
McClellan Wealth Management
“They take the time to explain investment strategies clearly and provide personalized guidance that inspires confidence.”
Abeona Wealth
“I hate finance stuff and have a short attention span when it comes to the topic--Mary Meadows has made it fun and entertaining.”
The Welch Group
Horizons Financial Group
“We have been with Horizons since 2018 and Jim, Jim and Andrew have taken great care of us and our retirement.”
Money Management Services
“Been working with them for many years and they CARE; and they get results!”
2065 Wealth Management
“Joe was amazing and talked us through all of our options and how to plan well for the future.”
Red Mountain Financial
“Good people to do business with.”
Southern Financial Group
Murfee Meadows
Frank Chappelle & Co
Bill Smith Wealth Management
“He will make sure you make the right decisions form your financial goals.”
Gambrell Financial Advisors
Garrett, Perkins & Horton Advisory Partners
“They took the time to truly understand my goals and provided thoughtful, strategic guidance every step of the way.”
Iron Legacy Wealth Advisors
“They have helped us manage our family's wealth with real thoughtfulness, investing wisely and always keeping our long-term goals in view.”
Arlington Family Offices
Ballast Wealth
“What sets Ryan apart is his ability to explain complex financial concepts in a way that's easy to understand, which gave me the confidence to make informed decisions”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
