The Longevity Financial Group is the premier wealth advisor for women in transition, high-earning women executives, business owners, women nearing retirement, and hotel owners. Across the Southeast, we empower our clients to build, protect, and transition their wealth with precision, integrity, and innovation.
Rooted in execution, resilience, and excellence, we go beyond advising—we deliver results. We turn financial strategies into action—helping business owners scale, exit, and preserve wealth while guiding women executives and those in transition to build, protect, and grow their financial future.
With a high-touch concierge service and an unwavering commitment to execution and follow-through, we operate under a strict fiduciary standard—always putting our clients’ best interests first. Through expert succession planning, tax-efficient strategies, M&A advisory, and investment management, we ensure that every decision leads to real, measurable success.
No excuses. No hidden agendas. Just results.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 5027 Mercer,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.longevityplansnow.com
- Keywords
- Montgomery.
- HQ
- Montgomery, Alabama
The Longevity Financial Group Questions
The Longevity Financial Group's website is http://www.longevityplansnow.com
The Longevity Financial Group's LinkedIn profile is https://www.linkedin.com/company/longevityplansnow
The Longevity Financial Group has
1 employees.
View email and phone details for 1
employees at The Longevity Financial Group.
The Longevity Financial Group's industry is
Financial Services
The Longevity Financial Group's top competitors are
Ascent Residential, L.l.c.,
Goldcast,
Cantilever Investors,
Tappan Hill Ventures,
Marble Wealth,
The Family Office At Synovus,
Prescouter, Inc.,
Frazer Lanier,
Meta Private Wealth,
Boompop.
The Longevity Financial Group's categories are Financial Services
The Longevity Financial Group's founding year is 2020
