How we help people like you build better financial futures.

Our Services

A successful business owner in Birmingham, AL, who relies on Southern Wealth Builders for financial planning services, standing confidently in front of her office

Financial planning that never misses a beat.

At Southern Wealth Builders, we help people like you build and maintain better financial futures.

We specialize in financial planning for all phases of your life, so you never miss out on any financial opportunities and always have an expert on call to help you with your most difficult financial concerns.

And we can’t wait to help you achieve your goals.

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We’re always in your corner.

With Southern Wealth Builders as your financial planning partner, you can live your life fully and stress-free, knowing that you have a real expert handling your financial planning matters.

Ongoing financial planning helps you optimize your financial life and make the best choices.

Investing support takes stressful investment decision making off your plate.

At Southern Wealth Builders, we want you to live your best life, and we can’t wait to help support you and your dreams.

What our clients can expect from us.

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Take control of your financial future.

With a plan tailored to your individual needs and goals, you gain a sense of ownership and peace. Your financial journey aligns with your life's objectives, providing a clear path towards your dreams.

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Adapt to life's changes.

Our regular reviews ensure your financial plan remains relevant as your life evolves. You'll feel reassured and prepared, secure in the knowledge that your financial strategies are as dynamic as your life journey.

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Navigate market volatility with confidence.

By spreading your investments across various assets, you reduce risk and increase potential returns. You'll feel secure and poised, with a balanced approach that safeguards you from market unpredictability.

Personal Financial Planning Services

How we build better financial futures.

Personalized Financial Planning

With a plan tailored to your individual needs and goals, you gain a sense of ownership and peace. Your financial journey aligns with your life's objectives, providing a clear path towards your dreams.

Regular Progress Reviews

Our regular reviews ensure your financial plan remains relevant as your life evolves. You'll feel reassured and prepared, secure in the knowledge that your financial strategies are as dynamic as your life journey.

Investment Portfolio Diversification

By spreading your investments across various assets, you reduce risk and increase potential returns. You'll feel secure and poised, with a balanced approach that safeguards you from market unpredictability.

Retirement Planning

Planning for your post-retirement lifestyle ensures comfort and financial stability. Look forward to your retirement with excitement and peace, knowing you're well-prepared to enjoy it.

Tax Optimization Strategies

With strategies to minimize tax liability, you keep more of your earnings. Enjoy the satisfaction and efficiency of knowing you're making the most of your resources.

Risk Management

Protect your wealth from unforeseen circumstances with our risk management services. Feel secure and stable, knowing you have a safety net for life's unexpected turns.

Education and Asset Allocation

Understanding where your money is invested empowers you to make informed decisions. Gain confidence in your financial journey, knowing each step brings you closer to your goals.

Cash Flow Management

A clear picture of your income and expenses gives you better control. With this understanding, you can make confident decisions, steering your financial journey with assurance.

Pricing

We believe in straightforward pricing.

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On-demand financial planning.

At Southern Wealth Builders, we believe in the power of having a financial partner to help you whenever your financial life seems too much to handle. That’s why we partner with our clients to provide the best, continuous service possible.

Our pricing:

$500 to start
$100-$400 monthly

After your initiation fee, financial planning starts at $100 per month and goes up to $400 per month, depending on the complexity of your financial life.

To add investing support, we charge a small percentage of what we help you invest so you’ll always know that we are partnered with you on your investing journey.

To find out more about how we can help you and what your pricing might look like, schedule your complimentary consultation today.

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Learn how we help people just like you.

A college or professional athlete, the kind of person Southern Wealth Builders offers comprehensive financial planning to in Birmingham, AL
A science, technology or business professional athlete, the kind of person Southern Wealth Builders offers investment management to in Birmingham, AL
A veteran and business owner, the kind of person Southern Wealth Builders offers wealth management to in Birmingham, AL

Let’s make a blueprint for greater wealth.

Step 1:
Free Consultation

Book your free session to discuss your financial concerns and get clarity on how to improve your financial life.

Step 2:
Financial Plan

We’ll customize a financial plan built especially for you that will take the guesswork out of achieving your financial goals.

Step 3:
Build Greater Wealth

Now that we’ve optimized your financial life, you can focus on doing what you do best and continue building greater wealth.

I know what you’re thinking…

  • While it's true that individuals can manage their own finances, the expertise and strategic insight a certified financial planner brings can help optimize wealth and navigate complex financial situations.

  • As a fee-only planner, my fees are transparent and upfront. When you consider the potential increase in wealth, reduced tax liability, and peace of mind offered, the value often outweighs the cost.

  • Financial planning is for everyone. No matter your income level, planning for your financial future is crucial. A financial planner can help create a roadmap for achieving financial goals.

  • As an independent financial planner, I'm not tied to any product or company, ensuring unbiased advice focused on your best interests and needs.

  • Financial planning is a continuous process that evolves with life changes. A financial planner can provide ongoing advice and adjustments to keep you on track towards your goals.

  • It's never too early to start planning for your financial future. The sooner you start, the more time you have to grow your wealth and adjust your plan as needed.

  • While it's true that returns can't be guaranteed, a financial planner uses their knowledge and expertise to optimize your investment strategy, helping you mitigate risk and maximize potential returns.

  • Regardless of the complexity of your finances, a financial planner can provide value. They can help identify opportunities you might miss and ensure you're on the right path to achieve your financial goals.

  • A financial planner doesn't control your money, but provides guidance and recommendations. The final decision is always in your hands.

  • Financial planners can offer flexible meetings to fit your schedule, and with digital technology, remote consultations are easier than ever. Spending time on your financial future now can save you time and stress in the future.

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Starting today couldn’t be simpler.

And all it takes is one phone call to find out how we can help you…

✓ manage your finances,
✓ build a plan for greater wealth, and
✓ reduce your financial stress.