Magnolia Wealth Management
“I can't say enough good things about Forrest and the staff at Magnolia Wealth Management.”
Best Financial Advisors in Dothan, AL
10 firms listed · 6 in Dothan · 7 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Alliance Wealth Advisors
“My family and I have been working with Bryan for over a decade and the experience has been nothing short of incredible.”
Wiregrass Wealth Management
Capsouth Wealth Management
Raymond James Financial Services
Holman Whatley & Associates
The 10 firms listed for Dothan, 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: Dothan, AL
Of the 10 firms we list here, 6 are in Dothan itself and 4 come from Bainbridge, GA (2, 54 mi), Chipley, FL (1, 33 mi) and Troy (1, 51 mi). 7 of the firms on this page have a rating, and all of them are rated 5.0, across 60 reviews. 1 shows a license on its website. 6 have ten or more years of experience, the longest 27 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; 8 publish a contact page; 6 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Dothan take financial planning bookings online?
2 of the 10 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.
Southern Financial Group
“Mrs Felicia stayed late to help me get some paperwork completed that I needed done ASAP.”
J F Shirley
“I would highly recommend Jay to develop your financial portfolio.”
Lyle Investment Company
Burke Worsham & Harrell
Why these companies made our list
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