Financial Advisors in Center Point, Alabama (Jefferson County)

Gary Clark, BS, CFP, ChFC, CPA/PFS
In a volatile financial world, we must keep a close eye on our personal financial affairs. At CP&IA we feel that we have the education, qualifications, experience and integrity, along with the willingness to work hard, to confornt this challenge. Our clients delegate to us the pleasant responsibility to help:Align their investment portfolio with their personal financial goals and needsSelect suitable investments mindful of their risk toleranceRebalance and adjust their portfolio as markets fluctuateDevelop a detailed financial plan that can provide them income in retirementMinimize income taxesMonitor their progress in adhering to their planAdvise on the amount of and type of insurance that is best
Although we base our advice on our clients' long-term goals, we are actively monitoring the markets and watching over their money daily. By checking our clients' portfolios performance against their financial goals, we focus the management of their financial life on achieving what's most important to them.... See More

Donna Gordon, CFP, RFP
Wesban provides Fee-Only Financial Planning and Investment Advisory services to clients throughout the United States. Our conservative approach is designed to help families, professionals and small businesses grow, protect, and transfer wealth. When developing investment and retirement plans for clients, our unique approach assists you in achieving your most important goals and objectives.

The firm was established in 1977 and is one of the oldest Fee-Only investment management firms in Alabama.

The Wesban Difference

Wesban began with the idea that an ethical way to serve individuals seeking financial advice must exist. Our structure as Fee-only registered investment advisors allows us to offer investment and planning services from an unbiased point of view. As fiduciaries to our clients, we have a legal obligation to act in your best interest--a position we wholeheartedly embrace as our clients trusted advisor.

Investment and Financial advice is offered only by Certified Financial Planners(TM) and NAPFA-Registered Financial Advisors.

Wesban believes advisors must operate transparently and independently. Accordingly, we disclose all fees and conflicts of interest to clients and prospective clients. For safekeeping, Wesban does not custody client assets but recommends clients utilize an independent third party for custody services. Please visit our website to learn more about our firm.

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The Welch Group, LLC provides fee only investment management and financial planning services to a nationwide clientele.