CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Southern Financial Group
Top 12% by experience nationwide
CFP®CPA/PFS
Southern Financial Group
33yrs
David PainterFinancial advisor
700 Corporate Parkway
Birmingham, AL 35242
Top 12% by experience nationwide
CFP®CPA/PFS
Waverly Advisors
33yrs
Raymond CooleyFinancial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 11% by experience at Waverly Advisors
CPA/PFSFiduciary
Cetera Investment Advisers
29yrs
Jerry ShirleyFinancial advisor
1223 South Brundidgr Street
Troy, AL 36081
Top 19% by experience nationwide
CPA/PFS
Money Concepts Advisory Service
Top 13% by experience in Tuscaloosa
CFP®CPA/PFSFiduciary
Waverly Advisors
28yrs
Jeffrey MuellerFinancial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 19% by experience at Waverly Advisors
CPA/PFS
Gateway Wealth Management
27yrs
Andrew FergusonFinancial advisor
4951 Spring Creek Drive
Guntersville, AL 35976
Top 23% by experience nationwide
CFP®CPA/PFS
Tabula Rasa Advisors
27yrs
Jerry CallahanFinancial advisor
110 Office Park Drive Suite # 100
Birmingham, AL 35223
Top 23% by experience nationwide
CPA/PFSFiduciaryFee-only firm
Cetera Investment Advisers
26yrs
Robert EasterlingFinancial advisor
1000 Providence Park Suite 100
Brimingham, AL 35242
More experience than 73% of advisors nationwide
CFP®CPA/PFSFiduciary
JMF Capstone Wealth Management
25yrs
Robert IngramFinancial advisor
2200 Jack Warner Parkway, NE Suite 300
Tuscaloosa, AL 35401
Top advisor by experience at JMF Capstone Wealth Management
CFP®CPA/PFSFee-only firm
JMF Capstone Wealth Management
24yrs
James BrazilFinancial advisor
2200 Jack Warner Parkway NE Suite 300
Tuscaloosa, AL 35401
More experience than 72% of advisors in Tuscaloosa
CFP®CPA/PFSFiduciary
Mainsail Asset Management
23yrs
William ParsonsFinancial advisor
2229 1st Ave. S. Suite 225
Birmingham, AL 35233
More experience than 68% of advisors nationwide
CPA/PFSFiduciary
BCR Wealth Strategies
More experience than 63% of advisors at BCR Wealth Strategies
CFP®CPA/PFSFiduciary
JMF Capstone Wealth Management
13yrs
Bryan ChandlerFinancial advisor
2200 Jack Warner Parkway, NE Suite 300
Tuscaloosa, AL 35401
More experience than 57% of advisors at JMF Capstone Wealth Management
CFP®CPA/PFSFee-only firm
Jackson Thornton Wealth Management
13yrs
James CauseyFinancial advisor
200 Commerce Street
Montgomery, AL 36104
More experience than 67% of advisors at Jackson Thornton Wealth Management
CFP®CPA/PFSFiduciary
The Welch Group
12yrs
Jay McGowanFinancial advisor
3940 Montclair Rd Fifth Floor
Birmingham, AL 35213
More experience than 64% of advisors at The Welch Group
CFP®CPA/PFSFiduciary
Halcyon Professional Advisors
10yrs
Michael WatersFinancial advisor
316 2nd Ave SW, Suite 300
Cullman, AL 35055
More experience than 52% of advisors in Cullman
CPA/PFSFee-only firm
Allysian Wealth Planning
More experience than 52% of advisors in Cullman
CFP®CPA/PFSFee-only firm
Jackson Thornton Wealth Management
7yrs
Allison GuiceFinancial advisor
200 Commerce Street
Montgomery, AL 36104
7 years in the industry
CFP®CPA/PFSFiduciary
Kassouf Wealth Advisors
7yrs
Jonathan KassoufFinancial advisor
2101 Highland Avenue South Suite 650
Birmingham, AL 35205
7 years in the industry
Jackson Thornton Wealth Management
6yrs
Daniel TewFinancial advisor
304 Jamestown Blvd
Dothan, AL 36301
6 years in the industry
CFP®CPA/PFSFiduciary
Waverly Advisors
5yrs
Susan NorfleetFinancial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
5 years in the industry
Invista Advisors
3yrs
Jessica HemardFinancial advisor
1820 East University Drive
Auburn, AL 36830
3 years in the industry
Warren Averett RIA
3yrs
Jon WebbFinancial advisor
2500 Acton Road
Birmingham, AL 35243
3 years in the industry
CPA/PFSFee-only firm