10 Best Financial Advisors in Mobile (for 2019)

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Ryan Friend

September 19, 2019  •  6 min read

Home to stars such as baseball legend Hank Aaron, singer Jimmy Buffet, Apple CEO Tim Cook, and Civil War Admiral David Farragut, it’s safe to say the folks in Mobile, AL are an ambitious bunch. However, not all of us will go on to baseball glory or Silicon Valley fame, so we need a strong plan and a well-meaning advisor to get us there.

Fortunately, in Mobile, you have lots of choices when it comes to picking a financial advisor. But this can be a double-edged sword if you’re not careful; too many choices can sometimes make the decision harder than it needs to be.

To prevent this from happening, we’ve reviewed the many financial advisors currently working in Mobile to help you choose the one who will put you in the best position to achieve your goals.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Leavell Investment Management, Inc.

Leavell Investment Management, Inc. is currently the largest investment firm in Mobile; they manage assets that total just over $1.6 billion. But this doesn’t mean you need to be a wealthy investor to work with Leavell. They will accept accounts of any size, but they do charge a $5,000 minimum fee, so for this to make sense, you will probably want to invest at least $50,000.

In business since 1979, Leavell has a deep understanding of the workings of the market, which means partnering with them will put you in a great position to grow your portfolio and achieve your financial goals. Additionally, they put a special emphasis on risk management, making sure to diversify your portfolio so as to not expose you to unnecessary risk.

They do this by splitting your money up into low, mid, and high cap investments, taxable and tax-free bonds, as well as emerging and developing international markets. This type of approach is truly unique, and based on the size of their asset holdings, it’s also quite effective. Some of the services Leavell Investment Management offers are:

  • Financial planning and coaching
  • Education and retirement planning
  • Personal trust, endowment, and retirement fund management
  • Personal and professional profit-sharing plans

Wilkins Miller Wealth Management

Founded just a little less than 50 years ago, Wilkins Miller Wealth Management is a household name when it comes to financial planners in Mobile. Staffed with both Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs), Wilkins Miller Wealth management has the qualifications and experience needed to help you achieve your financial goals.

At Wilkins Miller Wealth Management, they take a goal-oriented approach. This means the first thing they will do with you when you become a client is discuss what it is you want to achieve. They are a fiduciary, meaning they are required by law to offer impartial guidance, and this means no one will ever try to steer you towards an investment that isn’t in line with your overall plan.

Furthermore, Wilkins Miller Wealth Management uses their full team to help you achieve your goals. So, while you will likely have one point of contact with the firm, everyone working there will be doing all they can to ensure you’re investing in the right things to grow your portfolio. Overall, Wilkins Miller Wealth Management works with families, retirees, and business owners, and the services they provide include:

  • Investment management
  • Retirement income planning
  • Risk management
  • Business retirement plans

Sandifer & Associates

For those looking for a smaller, family firm to help them plan their financial futureSandifer & Associates is the choice for you. However, this is really an option for those with a larger portfolio. The current account minimum is $350,000.

With Sandifer, you will really feel like you are part of a close-knit community. Currently, there are just four people on the team, with years of experience and they all work together to understand where you want to go on your journey and what investment strategies will help you the most. It might seem like a different form of comprehensive financial planning, but this is nonetheless some of the best financial advice you can get.

The first part of their process when working with Sandifer & Associates, known as “Discovery,” is all about understanding what you want. From there, you will be presented with a plan based around your goals. Once you accept, you will have the chance to meet frequently with your advisor so that you can get updates and also make adjustments where needed. Services offered include:

  • Asset management
  • Financial planning
  • Retirement planning
  • College planning
  • Estate planning
  • Longevity planning

Harbor Financial

Originally launched in 1990, Harbor Financial is an independently-run financial services firm that can offer you a wide range of investment opportunities designed to meet your needs. They have offices all over the country, with the bulk of their branches being in the South, and in 2010 they were awarded an Inc 5000 award for being one of the fastest-growing companies in the entire country.

Currently, they manage over $1 billion in assets, and they are able to help you diversify your portfolio by using state-of-the-art tools and top-notch employee training. While completely independently owned and operated, Harbor Financial works closely with Raymond James, which spends some $75 million a year on market research, meaning working with Harbor financial will give you access to some of the best insights available today.

They have dedicated research teams working in areas such as equity, closed-end funds, mutual funds, fixed income, asset allocation, and insurance. The services they provide include:

  • Financial planning
  • Estate planning
  • Retirement savings and fixed income planning
  • Tax guidance
  • Educational planning
  • Life Insurance
  • Personal, commercial property, and casualty insurance

Williams Financial Group, LLC

Founded by Billy Williams, CFPWilliams Financial Group, LLC is one of the rising stars in terms of Alabama-based financial planners, and Mr. Williams has been ranked as one of Mobile’s leading new entrepreneurs.

However, just because the Williams Financial Group is young doesn’t mean they don’t have experience as an investment advisory firm. They have helped countless clients meet their financial goals by maintaining an independent stance and also by working with clients to make sure they are clear on their goals and what it will take to get there.

Furthermore, the Williams Financial Group has managed to partner with several key players in the financial world, such as TD Ameritrade and Aptus Capital Investments, to be able to offer you a wide range of products that will help you meet your needs. However, Williams Financial Group is still a fiduciary, so you do not need to worry about these partnerships interfering with the advice they provide. Services include:

  • Financial planning
  • Retirement planning
  • Tax planning
  • Family wealth planning
  • Investment oversight services, i.e. they watch your investments so that you don’t have to

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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As you can see, if you live in Mobile, there is no shortage of qualified financial planners. All of the firms we’ve reviewed here offer something slightly different, but you can expect quality service and exception performance from each one. So, if you’re ready to take control of your financial future, give one a call (phone numbers should be easy to find) or stop in today.