Sound Advice for Today’s Financial Challenges

Sound Advice for Today’s Financial Challenges

Who We Are

We are professionals committed to helping our clients make financial decisions that help them achieve their goals. In an industry where many financial institutions fail or disappear, we are proud of our consistency and continued evolution over the years. The advice we give and the services we provide are based on the expectation that we will be around for decades in the future. The quality of our work needs to stand the test of time. Our firm has been operating in Birmingham, Alabama since 1975.

What We Do

We help clients achieve their goals by applying our expertise to solve financial problems. We serve our clients by focusing on the details so they don’t need to, and we seek to establish trust by always putting their interests first. We rely on a broad financial toolkit but approach each situation in a methodical manner. Our understanding of transactions, valuation, and markets helps us manage complicated financial situations. Leverage our decades of experience and expertise to achieve your financial goals.

Meet Our People

Our people, and their capabilities, form the core capability that we bring to bear on solving our client’s financial problems. Our team pulls from a variety of academic and professional backgrounds with life experience in other fields. We are committed to active participation in the community through civic clubs and other non-profits.


Our advice is informed by research and analysis. We publish research notes and commentary on various topics of interest to clients and needed to support our recommendations. We also monitor certain markets more closely, including valuation trends, the Birmingham Area economic environment, and factors affecting community banks.

The Proposed SECURE Act and Your Retirement

Earlier this summer, the House of Representatives passed the SECURE Act (“Setting Every Community Up for Retirement Enhancement”) with bipartisan...

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Municipal Market Update - July 2019

During July, the FOMC voted to cut the current target fed funds rate by .25% to 2.0-2.25% for the first...

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Alabama Banking Almanac - 2Q19

We are pleased to present the latest installment of Banking Almanac, a comprehensive report on all Alabama banks and thrifts with...

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CB&S Bank-PrimeSouth Bank Complete Merger

On July 31, 2019 CBS-Banc Corp. of Russellville, AL and PrimeSouth Bancshares, Inc. of Pike Road, AL announced the closing...

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PW&Co Advises First Southern State Bank in Acquisition

First Bancshares of Stevenson, Inc. of Stevenson, AL ("FBS") and Vantage Bancshares, Inc. of Albertville, AL ("Vantage") announced yesterday the...

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