Top Rated Financial Advisors in Birmingham, Alabama

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Birmingham, Alabama is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Birmingham, Alabama with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Birmingham, Alabama near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Diversified, LLC

CFP^®

Diversified LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Birmingham, Alabama area.

Birmingham, AL

Telephone Advisor

Telephone: 205-408-3005

Visit Advisor Website

https://diversifiedllc.com

View Research Report

Additional Information:

Fee Structure


• Fee-Based
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
SEI, Charles Schwab, Fidelity

Cope Private Wealth

CFP^®

Pat Cope, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Birmingham, Alabama area.

Birmingham, AL

Telephone Advisor

Telephone: 205-223-3625

Visit Advisor Website

www.copepw.com

View Research Report

Additional Information:

Years of Experience:
37 Years

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $500,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
View More

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Christopher Miller, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Birmingham, Alabama area.

Birmingham, AL

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.