Best Financial Advisors in Madison, AL

24 firms listed · 6 in Madison · 1 open weekends · 20 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Accounting Solutions

Accounting Solutions

(13)
  • File
“I was pretty clueless when it came to all of the tax and license stuff that goes on behind the scenes of a business and she helped with every single question I had along the way!”
In Business Since 2021
103 Spenryn Dr, Madison, AL
i
LPL Financial

LPL Financial

(1)
“He is very knowledgeable and goes the extra mile to earn and keep your business!”
In Business Since 2018
Accepts All Major Credit Cards
7600 Hwy 72 W, Madison, AL
i
The Pill Method

The Pill Method

(2)
“Their team of experts is dedicated to helping individuals achieve financial success, and their personalized approach sets them apart from other services in the industry.”
In Business Since 2009
103A Spenryn Dr, Madison, AL
i
Stephen Williams - Lifecourse Capital

Stephen Williams - Lifecourse Capital

Accepts All Major Credit Cards
In Business Since 2004
BBB Rating: A+
8331 Madison Blvd #100, Madison, AL
i
HBW Securities

HBW Securities

(1)
“Love the way he explains things so I never have questions.”
In Business Since 2008
Licensed
6983 Wall Triana Hwy # S, Madison, AL
i
Investor's Resource

Investor's Resource

Transparent Fees & Pricing
In Business Since 2003
Accepts Cash
100 Essex Ct Ste C, Madison, AL
i

The 24 firms listed for Madison, 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: Madison, AL

Of the 24 firms we list here, 6 are in Madison itself and 18 come from Huntsville (14, 7 mi), Athens (2, 13 mi) and Decatur (2, 16 mi). 22 of the firms on this page have a rating, from 4.3 to 5.0 across 128 reviews; 20 are rated 4.5 or higher. 1 is open on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), investment management (2), investments (2), social security maximization (2) and tax strategies (2). 1 shows a license on its website; 2 list staff certifications (CFP and CPWA) and 4 have a BBB rating of A or A+. Domain records put 20 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 21 publish a contact page; 12 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 any financial advisers listed for Madison offer a free first meeting?

2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

Infinity Tax & Financial Planning

Infinity Tax & Financial Planning

(16)
  • Tax Laws
  • Accountant
  • Knowledge
“Not only has he saved me thousands of dollars through his thorough knowledge of tax laws, but he helped me resolve three years' worth of inaccurate withholdings from a former state of residence.”
Offers Financing Options
In Business Since 2007
BBB Rating: A+
Huntsville, AL · 7 mi from Madison
i
Kincer Business Group

Kincer Business Group

(2)
“He knows that i dont understand everything so he takes the time to make sure that i understand the levity of what we are dealing with.”
Accepts Cash, Debit
In Business Since 2010
BBB Rating: A+
Huntsville, AL · 7 mi from Madison
i
Longview Financial Advisors

Longview Financial Advisors

In Business Since 1997
BBB Rating: A+
Huntsville, AL · 7 mi from Madison
i
WG Financial Group

WG Financial Group

(5)
  • Interest
  • Team
  • Information
“Been listening to Chris' Saturday show on WVNN for awhile and decided to call and see about some advice on where we are and where we need to be with our goals.”
In Business Since 2014
CFP Certified
Huntsville, AL · 7 mi from Madison
i
Practical Financial Solutions

Practical Financial Solutions

(3)
“Amanda is patient, she takes time to help explain different financial terminology with me, but most of all I feel confident in my financial future because I've taken the time to sit down with Amanda.”
In Business Since 2012
Accepts All Major Credit Cards
Huntsville, AL · 7 mi from Madison
i
Lighthouse Services

Lighthouse Services

(2)
“Their ability to provide the very best in employee benefits, management systems, payroll services and general business solutions is second to none.”
In Business Since 2021
Huntsville, AL · 7 mi from Madison
i
Cloud Financial

Cloud Financial

(2)
“I sleep well at night regardless of what the market is doing because I know Cloud Financial is taking care of my future!”
In Business Since 2007
Huntsville, AL · 7 mi from Madison
i
Brown Professional Group

Brown Professional Group

(1)
“Their knowledge and professionalism with respect to our retirement planning, Roth IRA, and other investment products is second to none.”
In Business Since 2007
Huntsville, AL · 7 mi from Madison
i
Brad Williams Financial Services

Brad Williams Financial Services

In Business Since 2001
Huntsville, AL · 7 mi from Madison
i
Aria Wealth Management

Aria Wealth Management

In Business Since 2016
Free Initial Consultation
Huntsville, AL · 7 mi from Madison
i
Keel Point

Keel Point

In Business Since 2005
Huntsville, AL · 7 mi from Madison
i
Dewayne Eddy - LPL Financial

Dewayne Eddy - LPL Financial

(3)
“Dewayne Eddy provided some great advice and has saved me a lot of $$$$$.”
In Business Since 2016
Decatur, AL · 16 mi from Madison
i
Wealthbridge Financial Advisors

Wealthbridge Financial Advisors

(1)
“Tim is extremely knowledgeable and a solution provider!”
In Business Since 2014
Huntsville, AL · 7 mi from Madison
i
Oak Tree Financial Services

Oak Tree Financial Services

In Business Since 2012
Huntsville, AL · 7 mi from Madison
i
Advanced Professional Management

Advanced Professional Management

(19)
“August is a very bad month to need someone at Advanced Professional Management, especially this year with the tax deadline being extended, yearly training, and some people out sick.”
In Business Since 1997
Athens, AL · 13 mi from Madison
i
First Southern Financial

First Southern Financial

(4)
  • Loan
“The ladies are very nice and understanding.”
In Business Since 2015
Athens, AL · 13 mi from Madison
i
Riverfront Wealth Management

Riverfront Wealth Management

In Business Since 2022
CPWA Certified
Decatur, AL · 16 mi from Madison
i
Womack & Associates

Womack & Associates

(1)
“Very professional.”
In Business Since 2005
Free Initial Consultation
Huntsville, AL · 7 mi from Madison
i

Retirement Planning and Investment Management Services in Madison, AL Cost Estimates

Minimum cost
$1033
Maximum cost
$8775
National Average
$3097
Avg Per Hour Rates
$310
$2065
$5678
Typical price range is based on 331 cost profiles
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Average Cost $3097
Minimum cost $1033
Maximum cost $8775
Avg Per Hour Rates $310

Typical range $2065 to $5678 is based on 331 cost profiles.

Why these companies made our list

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