Huntsville, Alabama, has evolved into a prominent economic engine in the Southeastern United States, driven by advancements in aerospace, defense, biotechnology, and technology innovation. With this diversification has come a corresponding rise in the demand for sophisticated financial advisory services tailored to both individual and institutional investors. Huntsville now hosts a broad spectrum of investment firms, including independent fiduciaries, boutique portfolio managers, and regional wealth management institutions. These firms offer strategic financial planning, tax-optimized asset allocation, estate structuring, and retirement solutions. This neutral overview aims to illuminate the diversity of investment services available in Huntsville, supporting informed decision-making in an increasingly complex economic environment.
1. Legacy Planning
True Wealth Advisory Group is a financial planning and wealth management firm based in Huntsville, Alabama, committed to helping individuals, families, and businesses achieve financial clarity and confidence. They focus on building lasting client relationships through personalized service, offering tailored strategies that align with each client’s unique goals and values. Their mission is to simplify complex financial situations, guiding clients toward smarter decisions and long-term success. With a fiduciary approach, True Wealth prioritizes the best interests of their clients, emphasizing trust, transparency, and holistic planning across areas like investment management, retirement planning, tax strategies, and legacy building.
Phone: 12565367320
Email: [email protected]
Address: 2707 Artie St SW, Huntsville, AL 35805
Website: http://www.legacyplanninghsv.com/
2. Saliba Asset Management
Saliba Asset Management (SAM LLC) is a registered investment advisory firm based in Greensboro, North Carolina. The firm specializes in providing personalized investment strategies and financial planning services to individuals and families. With a focus on long-term wealth management, SAM LLC aims to help clients achieve their financial goals through tailored solutions that align with their unique circumstances and objectives. The firm’s approach emphasizes transparency, integrity, and a commitment to understanding each client’s financial aspirations.
Phone: 12565393965
Email: [email protected]
Address: 112 Southside Square, Huntsville, AL 35801
Website: https://samllc.com/
3. Wealthbridge Financial Advisors
Wealthbridge Financial Advisors is a fee-only, fiduciary wealth management firm based in Huntsville, Alabama, with a branch in Darien, Illinois. Founded by Tim Randle, a financial professional with over 30 years of experience, the firm provides personalized services including retirement and college planning, investment management, divorce support, and 401(k) planning. With a client-focused approach, Wealthbridge collaborates with professionals across fields to offer holistic financial strategies, including alternative investments like REITs, ETFs, and hedge funds, requiring a minimum of $50,000 in assets.
Phone: 12566558628
Email: [email protected]
Address: 1506 Montdale Rd SE, Huntsville, AL 35801
Website: http://www.wbridgefa.com/
4. Keel Point
Keel Point is a fee-only, SEC-registered investment advisory firm headquartered in Huntsville, Alabama, with additional offices in six states. Founded in 2015 through a merger between Keel Point Advisors and Blue Creek Investment Partners, the firm serves over 1,700 clients and manages more than $3 billion in assets. Keel Point offers a comprehensive range of services tailored to individuals, families, and institutions. Their offerings include holistic wealth management, family office services for multi-generational families, institutional and outsourced chief investment officer (OCIO) solutions, customized employee benefits and retirement planning, and fiduciary trust services.
Phone: 12567045111
Email: [email protected]
Address: 100 Church St SW STE 500, Huntsville, AL 35801
Website: https://www.keelpoint.com/
5. Oak Tree Financial Services LLC
Oak Tree Financial Services, LLC is a fee-only, fiduciary wealth advisory firm based in Huntsville, Alabama, dedicated to guiding clients toward financial independence through personalized strategies. Using its proprietary “Grow FORMula™,” the firm integrates wealth management, tax and debt planning, risk management, and philanthropy into tailored financial plans. Focused solely on clients’ goals—without commissions—Oak Tree offers services including investment management, retirement planning, estate and tax strategies, insurance solutions, and lifestyle financial guidance, all delivered with clear, honest advice to support clients through life’s key milestones.
Phone: 12567049400
Email: [email protected]
Address: 120 Holmes Ave NE Suite 305, Huntsville, AL 35801
Website: http://www.oaktreefinancialservices.com/
6. Joe Akin – Raymond James
Financial Strategies Group (FSG) is a fee-only wealth management firm based in Huntsville, Alabama, affiliated with Raymond James. Led by seasoned professionals including Gene Pospicil, CFP®, and Terrence Lee Marti, along with a dedicated advisory team, FSG offers personalized financial strategies tailored to each client’s goals. Their services include investment management, retirement and education planning, estate and charitable strategies, risk management, and lending solutions, all delivered through a collaborative, client-focused approach designed to simplify the complexities of wealth management.
Phone: 12567050300
Email: [email protected]
Address: 129 Washington St NE, Huntsville, AL 35801
Website: http://www.fsgweb.net/
7. Cedar Valley Investments
Lana Henley Spera is a Huntsville-based professional with a broad background in psychotherapy, mediation, public speaking, and writing. With over a decade of experience as a clinical social worker and psychotherapist, she also serves as a registered mediator, helping individuals and organizations resolve conflicts through emotionally grounded solutions. Beyond her therapeutic and mediation work, Lana is an author with several forthcoming publications, including The Broken Frame (Spring 2025), a reprint of Victoria’s Adventures, and Love Out of Strength, both set for release later in 2025.
Phone: 12567053686
Email: [email protected]
Address: 600 Boulevard S SW Suite 104, Huntsville, AL 35802
Website: http://cedarvalleyinv.com/
8. Cloud Financial Inc and Cloud Investments LLC
Cloud Financial, Inc. and its affiliate Cloud Investments, LLC are fee-only, fiduciary wealth management firms based in Huntsville, Alabama, founded by Don Cloud in 2001. Specializing in retirement-focused financial planning, they offer holistic services including income planning, tax strategies, legacy planning, Social Security optimization, and investment management. Committed to transparency and client-first advice, the firm is led by a seasoned team including Charlie Harriman, Germi Cloud, and Aaron Howard. With offices in Huntsville, Florence, and Gadsden, Cloud Financial provides complimentary consultations to individuals seeking personalized, commission-free financial guidance.
Phone: 12567150094
Email: [email protected]
Address: 200 Clinton Ave W #1020, Huntsville, AL 35801
Website: https://www.cloudfinancial.com/
9. Smith Thornton Advisors
Smith Thornton Advisors, LLC is a privately owned wealth management firm and SEC-registered investment adviser based in Huntsville, Alabama, founded by Richard J. Smith and Steven C. Thornton. With over three decades of experience, the firm specializes in retirement planning for individuals and managing employer-sponsored retirement plans for businesses. Their services, including personal financial planning, portfolio management, retirement strategies, insurance, education savings, and estate planning, are provided with a fiduciary standard of care. The firm uses proprietary processes like Financial Architecture and PlanEXCEL to offer comprehensive, long-term strategic planning in collaboration with legal and tax advisors.
Phone: 12567157715
Email: [email protected]
Address: 626 Clinton Ave W Ste 100, Huntsville, AL 35801
Website: https://smiththornton.com/
10. Kincer Business Group
Stephen B. Kincer is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) based in Huntsville, Alabama, where he leads Kincer Business Group, Inc., a firm offering personalized financial services such as tax preparation, bookkeeping, estate planning, and comprehensive financial planning for individuals and small businesses. In addition to his role at Kincer Business Group, he is affiliated with Osaic Wealth, Inc., a registered investment advisory firm, and holds Series 63 and Series 65 licenses, enabling him to provide investment advisory services across Alabama and other states. With over four decades of experience, Stephen has previously held positions at Avantax Advisory Services and Avantax Investment Services.
Phone: 12568371981
Email: [email protected]
Address: 65A Town Center Dr NW, Huntsville, AL 35806
Website: https://www.kincer.com/
Navigating Huntsville’s Investment Firms Landscape
Selecting the appropriate investment firm in Huntsville requires a methodical assessment of one’s financial objectives, risk profile, and time horizon. From high-net-worth individuals seeking bespoke portfolio construction to younger professionals embarking on long-term wealth-building, the city’s expanding financial sector provides a range of advisory models. This guide does not endorse specific firms but underscores the importance of comprehensive due diligence, including firm credentials, regulatory compliance, fee transparency, and fiduciary responsibility. As Huntsville’s economic prominence continues to grow, so too do the opportunities for disciplined, strategic wealth management.
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