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As a boutique fiduciary, Somerset Advisory is dedicated to your complete success. To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision.
In light of your goals, we build a living financial plan and design a custom portfolio for you. Our desire is to build a relationship with you that will last many seasons. As we begin to understand you better, we are able to pair our planning and investing techniques with your objectives. This is as much of an art as it is a science. We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value.
Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate. As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, please request a copy of our pricing guide.
Investment advisory services offered through Indivisible Partners, LLC, a federally registered investment advisor. Content posted is for informational purposes only and does not constitute investment advice, an offer, or a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. You should consult your attorney and/or tax professional regarding your individual situation.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Birmingham, Alabama 35223, Us
- Industry
- Financial Services
- Website
- https://somersetadvisory.com
- Keywords
- women, attorneys, philanthropists, financial planning, fiduciary, wealth management, investment management, markets, consulting, financial advice, cash flow, business exit strategies, special needs, families, entrepreneurs.
- HQ
- Birmingham, Alabama
Somerset Advisory Questions
Somerset Advisory's website is https://somersetadvisory.com
Somerset Advisory's LinkedIn profile is https://www.linkedin.com/company/somersetadvisory
Somerset Advisory has
11 employees.
View email and phone details for 11
employees at Somerset Advisory.
Somerset Advisory's industry is
Financial Services
Somerset Advisory's top competitors are
Old Orchard Beach Fire Department,
Claritas Financial Partners,
Waverly Advisors, Llc,
Somerset Advisory,
The Wealth Edit,
Modernist Financial,
The Radcliff Financial Group,
Somerset Wealth Management,
Cahaba Wealth Management, Inc.,
Indivisible Partners.
Somerset Advisory's categories are Financial Services
Somerset Advisory's founding year is 2018
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Top Somerset Advisory Employees
-
Mary Loyal Springs
Operations Consultant, Somerset Advisory
Murrells Inlet, South Carolina, United States, United States1pureinsurance.com2 +191432XXXXX
-
Lauren Pearson, CFP®
Managing Partner, Founder | Somerset…
Charlottesville, Virginia, United States, United States2gmail.com, somersetadvisory.com -
-
Emily Lassiter
n/a
Birmingham, Alabama, United States, United States1hightoweradvisors.com
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