Providing customized services for discerning clients

Birmingham Investment Group represents the combined experience, knowledge and resources of well-established financial advisors headquartered in Birmingham, Alabama. We are committed to a single ideal: independent financial advising that promotes only the client’s best interests, not any particular investment product or company. We offer recommendations and guidance based on our professional expertise and our understanding of the client’s preferences and circumstances rather than on corporate affiliations or pressure to sell specific investments.

Together we reflect over half a century of collective experience, not only in financial planning but in banking, insurance, investments, qualified plans, and related fields. In addition, as financial advisors with Raymond James, a nationwide firm, we have access to a vast array of additional expertise and resources while supporting our commitment to independent, client-centered advising.

What does the future look like to you? Do you see yourself living the retirement lifestyle you’ve dreamed about? Are you prepared for the unexpected? Do you feel financially confident for today and tomorrow?

We understand what it takes to shape your vision. We know that sound financial planning requires a balanced perspective: It demands a broad, comprehensive view of where you’ve been, where you are and where you want to go. But it also requires careful attention to the details as well as the day-to-day financial decisions that impact the big picture. Our personalized approach and long-range focus enable us to offer that balance.

Whether you are considering creating a trust, establishing a retirement plan or buying a car ... building a second home or choosing life insurance ... selecting investments or funding your children’s education ... our objective is to provide the professional guidance and individualized service that will help you plan wisely – always keeping your ultimate goals in view.