ChooseAFinancialAdvisor.com

CPA financial planners in Alabama

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

25 advisors

Southern Financial Group
33yrs
Christopher Holder
Financial advisor
700 Corporate Parkway
Birmingham, AL 35242
Top 12% by experience nationwide
CFP®CPA/PFS
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Southern Financial Group
33yrs
David Painter
Financial advisor
700 Corporate Parkway
Birmingham, AL 35242
Top 12% by experience nationwide
CFP®CPA/PFS
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Waverly Advisors
33yrs
Raymond Cooley
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 11% by experience at Waverly Advisors
CPA/PFSFiduciary
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Cetera Investment Advisers
29yrs
Jerry Shirley
Financial advisor
1223 South Brundidgr Street
Troy, AL 36081
Top 19% by experience nationwide
CPA/PFS
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Money Concepts Advisory Service
29yrs
Scott Whisenant
Financial advisor
2205 4th Street
Tuscaloosa, AL 35401
Top 13% by experience in Tuscaloosa
CFP®CPA/PFSFiduciary
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Waverly Advisors
28yrs
Jeffrey Mueller
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
Top 19% by experience at Waverly Advisors
CPA/PFS
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Gateway Wealth Management
27yrs
Andrew Ferguson
Financial advisor
4951 Spring Creek Drive
Guntersville, AL 35976
Top 23% by experience nationwide
CFP®CPA/PFS
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Tabula Rasa Advisors
27yrs
Jerry Callahan
Financial advisor
110 Office Park Drive Suite # 100
Birmingham, AL 35223
Top 23% by experience nationwide
CPA/PFSFiduciaryFee-only firm
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Cetera Investment Advisers
26yrs
Robert Easterling
Financial advisor
1000 Providence Park Suite 100
Brimingham, AL 35242
More experience than 73% of advisors nationwide
CFP®CPA/PFSFiduciary
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JMF Capstone Wealth Management
25yrs
Robert Ingram
Financial 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
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JMF Capstone Wealth Management
24yrs
James Brazil
Financial advisor
2200 Jack Warner Parkway NE Suite 300
Tuscaloosa, AL 35401
More experience than 72% of advisors in Tuscaloosa
CFP®CPA/PFSFiduciary
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Mainsail Asset Management
23yrs
William Parsons
Financial advisor
2229 1st Ave. S. Suite 225
Birmingham, AL 35233
More experience than 68% of advisors nationwide
CPA/PFSFiduciary
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BCR Wealth Strategies
18yrs
Marshall Rathmell
Financial advisor
1952 Urban Center Parkway
Vestavia, AL 35242
More experience than 63% of advisors at BCR Wealth Strategies
CFP®CPA/PFSFiduciary
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JMF Capstone Wealth Management
13yrs
Bryan Chandler
Financial 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
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Jackson Thornton Wealth Management
13yrs
James Causey
Financial advisor
200 Commerce Street
Montgomery, AL 36104
More experience than 67% of advisors at Jackson Thornton Wealth Management
CFP®CPA/PFSFiduciary
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The Welch Group
12yrs
Jay McGowan
Financial advisor
3940 Montclair Rd Fifth Floor
Birmingham, AL 35213
More experience than 64% of advisors at The Welch Group
CFP®CPA/PFSFiduciary
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Halcyon Professional Advisors
10yrs
Michael Waters
Financial advisor
316 2nd Ave SW, Suite 300
Cullman, AL 35055
More experience than 52% of advisors in Cullman
CPA/PFSFee-only firm
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Allysian Wealth Planning
10yrs
Lindsay Rhodes
Financial advisor
219 4th Avenue SE
Cullman, AL 35055
More experience than 52% of advisors in Cullman
CFP®CPA/PFSFee-only firm
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Jackson Thornton Wealth Management
7yrs
Allison Guice
Financial advisor
200 Commerce Street
Montgomery, AL 36104
7 years in the industry
CFP®CPA/PFSFiduciary
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Kassouf Wealth Advisors
7yrs
Jonathan Kassouf
Financial advisor
2101 Highland Avenue South Suite 650
Birmingham, AL 35205
7 years in the industry
CPA/PFSPlanningInvesting
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Jackson Thornton Wealth Management
6yrs
Daniel Tew
Financial advisor
304 Jamestown Blvd
Dothan, AL 36301
6 years in the industry
CFP®CPA/PFSFiduciary
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Waverly Advisors
5yrs
Susan Norfleet
Financial advisor
600 University Park Place Suite 501
Birmingham, AL 35209
5 years in the industry
CPA/PFSPlanningInvesting
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Invista Advisors
3yrs
Jessica Hemard
Financial advisor
1820 East University Drive
Auburn, AL 36830
3 years in the industry
CPA/PFSPlanningInvesting
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Warren Averett RIA
3yrs
Jon Webb
Financial advisor
2500 Acton Road
Birmingham, AL 35243
3 years in the industry
CPA/PFSFee-only firm
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