Best Financial Advisors in Montgomery

Legacy Advisors Inc. is a full-service firm that provides a wide range of financial products and services to individuals and business owners in Montgomery and other nearby metros. It develops customized financial programs that include investment and tax management, estate conservation, retirement strategies, and insurance products. It has partnered with LPL Financial, the nation's largest independent broker, to maximize its clients' investment options and maintain objective recommendations. Legacy Advisors co-founder and president, Robert E. Adams, is a Certified Financial Planner.

Ronald Blue Trust is a local firm that has been operating in Montgomery since 1994. It offers a wide range of wealth management solutions including financial planning, family office services, business consulting, investment management, and institutional services. Its team assists individuals, families, professional athletes, business owners, and ministries. The business was originally established by Judy and Ron Blue after realizing that they want to help people in managing their wealth through biblical principles and technical expertise.

TrueWealth Advisors, LLC, is a wealth management firm that has been serving Montgomery clients since 2014. It offers a wide range of services, including retirement income planning, investment analysis, education funding, asset protection planning, and professional resource recommendation. The process includes an initial consultation, organization of financial data, evaluation of financial status, proactive plan development, and implementation of planning strategies. Additionally, its team monitors and continually adjusts financial plans. Paul B. Marks, the firm's founding member, started his career at the Florida Department of Insurance.

Tucker Financial Group is a financial advisor that serves clients in Montgomery and nearby areas. The company offers a wide range of services, such as finding the right mutual funds based on a client's risks and financial objectives. This independent company is led by Ray Tucker, who has been working in the insurance and investment solutions industry for more than 30 years. Tucker has been a SmartVestor Pro for the Dave Ramsey network since 2011.