Find Help · Alabama
Verified financial advisors in
Alabama.
Financial Advisors serving Alabama. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Alabama law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Alabama so far: 34 financial advisors, 32 hospice & palliative care, 4 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Alabama guide, which cites the statute or the state agency behind it. Read the Alabama guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Alabama is the order to work in. It's free and it always will be.
Anderson Growth Partners, LLC
Alabama financial advisory firm offering investment advisory services in public markets, private equity partnerships, direct co-investments, and real estate, including customized strategies for families and businesses in the Birmingham area.
Approach Retirement Advisors, LLC
Alabama financial advisor offering retirement planning, tax-efficient investing, and wealth management services, including fiduciary, fee-only planning for clients with $2 million or more in investable assets, in the Birmingham area.
Aptus Capital Advisors, LLC
Alabama investment advisory firm offering active ETFs, managed portfolios, custom option overlays, and investment support services in the Fairhope area.
Arlington Partners LLC
Alabama family office offering trust, fiduciary, investment advisory, custody, and tax services for ultra-high net worth families in the Birmingham area.
Aull & Monroe
Alabama investment advisory firm offering investment management and portfolio construction services in the Mobile area.
Bcr Wealth Strategies
Alabama financial advisory firm offering financial planning and investment management services in the Vestavia area.
Blalock Williams, LLC
Alabama financial advisor offering comprehensive financial planning, investment management, retirement planning, and estate planning and wealth transfer services, including tax planning, insurance, and education funding, in the Alexander City area.
Bluewater Wealth Advisors, LLC
Alabama financial advisory firm offering wealth management and generational legacy planning services in the Vestavia Hills area.
Bmss Wesson Wealth Solutions
Alabama financial advisory firm offering financial planning, investment advisory, and life impact planning services, including organizing financial life for business owners, executives, and high income professionals, in the Birmingham area.
Brown Financial Advisory
Alabama financial advisory firm offering wealth management, retirement, investment, insurance, tax, and estate planning services in the Fairhope area.
Capsouth Wealth Management
Alabama financial advisor offering wealth management, financial planning, investment management, retirement planning/401k rollover, and corporate 401(k) consulting services in the Dothan area.
Eversource Wealth Advisors, LLC
Alabama financial advisor offering financial planning, investment advisory, and retirement planning services, including business valuation, succession, and exit planning, in the Birmingham area.
Fairvoy Private Wealth, LLC
Alabama financial advisor offering financial planning, investment management, retirement solutions, and cash flow optimization in the Birmingham area.
Greybox Investments
Alabama investment management firm offering wealth management, portfolio strategy, and asset allocation solutions, including core equity strategies for individuals and institutions, in the Birmingham area.
Hayek Kallen Investment Management L.L.C.
Alabama investment management firm offering registered investment advisory and wealth management services, including balanced value investing and portfolio construction and diversification, in the Fairhope area.
Invista Advisors
Alabama financial advisor offering financial planning and asset management services for individuals and families, business consulting, and charities and non-profits in the Montgomery area.
Jmf Capstone Wealth Management
Alabama financial advisor offering wealth management, investment strategy, and retirement plan services, including estate planning and insurance considerations, in the Tuscaloosa area.
Johnson Sterling, Inc.
Alabama financial advisory firm offering individual and institutional services in the Birmingham area.
Mainsail Asset Management, LLC
Alabama financial advisor offering investment consulting, advanced planning, and relationship management services, including wealth advisory and tax advice, in the Birmingham area.
Meld Financial, Inc.
Alabama wealth management firm offering financial planning, investment management, retirement planning, and employee and executive benefits services, including services for individuals, families, trusts, foundations, and institutions, in the Birmingham area.
Money Management Services Inc
Alabama financial advisory firm offering wealth management, comprehensive wealth management, investment and portfolio management, life event planning, and concierge services in the Birmingham area.
Naviant Partners, LLC
Alabama wealth management firm offering private-client planning and multi-family-office services in the Fairhope area.
Navigate Wealth Management, LLC
Alabama financial advisor offering wealth management, investment management, financial planning, and relationship management services in the Birmingham area.
Nbc Securities, Inc.
Alabama financial advisory firm offering private wealth management, asset management, insurance, retirement planning, and 401k and pension services, including sales and trading and financial institution programs, in the Birmingham area.
Oakworth Asset Management, LLC
Alabama financial advisor offering financial planning, investment management, wealth management, retirement planning, philanthropic strategies, risk assessment, and generational planning services in the Birmingham area.
Porter White Investment Advisors, Inc.
Alabama financial advisory firm offering investment consulting, wealth management, practice valuation, M&A advisory, municipal advisory, and capital advisory services in the Birmingham area.
Resource Management Service, LLC
Alabama investment adviser offering timberland investment management, forestry, and land sales services, including institutional timberland asset management, in the Birmingham area.
Retirement Advisors, Inc.
Alabama financial advisor offering investment consulting, wealth management, and retirement planning services, including fee-only advisory, in the Mobile area.
Southern Capital Services Inc
Alabama financial advisory firm offering fee-only investment advisory and retirement planning services in the Daphne area.
Southern Financial Group, LLC
Alabama financial advisory firm offering investment management, retirement, estate, insurance, tax, and money planning resources in the Birmingham area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →