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Your Journey
Our Financial Guidance & Expertise
Helping You Stay On Track
WITH A FOUNDATION OF TRUST
There are many financial dangers on your journey to getting where you want to be. The path to reaching your financial destination is full of conflicts and pitfalls. That is where a relationship with an experienced advisor can be important. We bring our expertise to bear and guide our clients through financial challenges so they can make good decisions. We have found that the strongest relationships have a foundation of trust, and are built-up over time by always putting clients’ interests first. For over 40 years, we have helped clients reach their financial goals.
Recent News & Insights
Read The Latest
Sunset of Tax Cuts and Jobs Act Creates Planning Challenges
| by Anna Kanter | Wealth Management
In December 2017 the Tax Cuts and Jobs Act (TCJA) was passed, making substantial changes in the tax code, including increased gift and estate tax exclusions and modifications to tax brackets. However, many changes made under the TCJA are set to expire December 31, 2025. Potential reversion back to pre-2017 law is impacting income tax… Read More >
Our Community
GIVING BACK THROUGH SERVICE
We believe in serving our community. By giving back through service and on non-profit boards, our people can apply their financial knowledge and management skills to make an impact. Our community is richer because of the successful non-profit entities in our area.
PARCA
Jim White co-founded the Public Affairs Research Council of AL, and Michael Stone currently serves on the PARCA Roundtable.
Kiwanis Club of Birmingham
“We build by serving.” One of the oldest civic service organizations in existence is here in Birmingham. Kip Porter is a proud member.
Rotaract Club of Birmingham
The largest Rotaract club in the world offers leadership development and builds responsible citizens. Michael Stone is a former board member.
Boy Scouts of America
We believe in supporting organizations that promote good values and strong character. Goodloe White serves as an adult leader in the Boy Scouts of America.
Opera Birmingham
Great cities have a strong arts and an Opera company is an important component. Goodloe White is pleased to have served on its board from 2010 to 2018 and as its Treasurer from 2012-2017.
Railroad Park
This 19 acres of green-space had been transformative for downtown Birmingham. Goodloe White is pleased to have served on the board since 2012.
Rotary Club of Birmingham
As one of the largest rotary club in the world, two of our employees are full members. Goodloe White is pleased to have served as Vice President of Community service in 2016.