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.
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.
We group our services in to practice areas designed to meet the specific needs of certain clients and/or industries.
We are pleased to present our Newsletter geared exclusively to Alabama’s Community Banks. Our goal is to provide monthly updates...
We are pleased to present our Newsletter geared exclusively to Alabama’s Community Banks. Our goal is to provide monthly updates...
Brooks Blair has been promoted to Vice President, Investment Management. Brooks joined the firm in February 2016 as a financial...
Michael Stone has been promoted to Director, Investment Banking. Michael, who joined the firm in January 2011, is active in...
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.
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.
This 19 acres of green-space had been transformative for downtown Birmingham. Goodloe White is pleased to have served on the board since 2012.
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.
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.
The largest Rotaract club in the world offers leadership development and builds responsible citizens. Michael Stone is a former board member.
“We build by serving.” One of the oldest civic service organizations in existence is here in Birmingham. Kip Porter is a proud member.
Jim White co-founded the Public Affairs Research Council of AL, and Michael Stone currently serves on the PARCA Roundtable.
Children’s Harbor provides children with serious illnesses and their families a place to be themselves – to have fun and relax – while also receiving no-cost services that make life a bit easier for the whole family. Grace is pleased to serve on the inaugural junior board as Vice-Chair.
The Greater Birmingham Humane Society exists to promote the humane treatment of people and animals through education, advocacy and services. Grace is pleased to serve on the young professionals board.