Helping You Stay On Track
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.
Selecting Your Advisors
When you seek out professionals to help solve a problem, you want someone that is skilled, experienced and focused on your needs.
For instance, when selecting a medical professional (such as a surgeon), you want someone with a strong academic background, up-to date certifications and licensing and long experience in the procedure to be done. The same is true for financial professionals.
Our people, and their backgrounds, form the core capability that we bring to bear on solving our client’s financial problems. Learn more about our academic backgrounds, professional degrees, certifications and prior experience.
Practice Areas
We group our services in to practice areas designed to meet the specific needs of certain clients and/or industries.
Insights
Municipal Market Update - November 2019
The Fed did not meeting during the month, and fed chairman Jerome Powell has signaled that they plan to maintain...
The Importance of an Investment Policy Statement
I. Overview A written investment policy statement (IPS) provides guidelines and directions for the conscientious fiduciary. The Employee Retirement Income...
News
First Southern State-Vantage Merger Complete
On October 31, 2019 First Bancshares of Stevenson, Inc. of Stevenson, AL ("FBS") and Vantage Bancshares, Inc. of Albertville, AL...
River Bank-Trinity Bank Merger Complete
On October 31, 2019 River Financial Corporation of Prattville, AL and Trinity Bancorp, Inc. of Dothan, AL announced the closing...
Rotary Club of Birmingham
As one of the largest rotary club in the world, two of our employees are full members. Goodloe White is please to have served as Vice President of Community service in 2016.
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.
Opera Birmingham
Great cities have a strong arts and an Opera company is an important component. Goodloe White is please to have served on its board from 2010 to 2018 and as its Treasurer from 2012-2017.
Boy Scouts of America
We believe in supporting organizations that promote good values and strong character. Goodloe White is a Cubmaster and adult leader in the Boy Scouts of America.
Birmingham Education Foundation
The Ed Foundation helps ensure that Birmingham’s students are college, career, and life ready. Mary Meadows has served on the junior board since 2017.
Rotaract Club of Birmingham
The largest Rotaract club in the world offers leadership development and builds responsible citizens. Mary Meadows and Michael Stone are former board members.
Kiwanis Club of Birmingham
“We build by serving.” One of the oldest civic service organizations in existence is here in Birmingham. Mary Meadows and Kip Porter are proud members.
Michael Rediker is a proud alumnus and serves as the treasurer on Altamont’s Board of Trustees.
Jim White co-founded the Public Affairs Research Council of AL, and Michael Stone currently serves on the PARCA Roundtable.