Somerset Advisory

Somerset Advisory is a financial planner in Birmingham, AL. The firm provides personalized financial planning, investment advice, estate planning, and tax planning services to individuals, entrepreneurs, and families, with a particular specialty in assisting women at points of transition and growth. Serving clients nationwide, the firm maintains a 5.00 rating.

As a fee-only fiduciary wealth management firm, Somerset Advisory utilizes a proprietary CLARITIES fiduciary planning framework. This method is designed to bring structure, sequence, and precision to complex financial decisions by integrating cash flow, investments, taxes, and estate planning into a disciplined, client-centered process. With nearly two decades of experience, the firm employs a research-based approach to help families navigate liquidity events, generational transitions, and evolving roles.

Located on 20th Ave S, the office is situated near the Red Mountain Expressway and a short distance from Lane Park and the Little Ones Memory Garden.

The firm is recognized for its commitment to providing depth, coordination, and disciplined decision-making for those managing complex financial landscapes. Somerset Advisory is known for building enduring relationships through a community-centered approach that emphasizes empathy and thoughtful planning.

Somerset Advisory provides specialized financial guidance and wealth management to help families and individuals achieve long-term success in Birmingham.