Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63, Series 66
Experience Industry experience
23 years
Location
Wetumpka, AL 36092
Edward Jones
Institution
Eric Hyde is a financial advisor at Edward Jones in Wetumpka, Alabama, holding CFP® and ChFC® designations with 23 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products while operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Wetumpka, AL
103 East Bridge Street
Wetumpka AL 36092
Advisors at this office
1
Alabama · Texas
23 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Montgomery, AL
Goldsmith Martin Wealth Strategy
Joseph Martin is the principal of Goldsmith Martin Wealth Strategy LLC, an independent registered investment adviser. He holds a Series 65 credential and has been in the financial industry since 2026. Prior to founding his firm, Martin worked at Montgomery Metro Realty and Common Bond Brewers and spent seven years at Haynes Ambulance of Alabama. He is also active as a Realtor alongside his advisory practice. Goldsmith Martin Wealth Strategy provides fee-only wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies with a focus on client-specific policies, offering discretionary portfolio management and comprehensive written financial plans.
ChFC®, Series 63, Series 65
Montgomery, AL
Tucker Financial Group
Douglas Tucker is a financial advisor with Tucker Financial Group in Montgomery, Alabama, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he is an independent insurance agent. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using tailored investment strategies and offers retirement and estate planning advice.
Series 65
Montgomery, AL
Tucker Financial Group
Daniel Dean is a financial advisor at Tucker Financial Group with a Series 65 designation and three years of industry experience. He previously worked at Alea for 23 years and has held roles at County Risk Services and the AC Board of Education. Outside of finance, he serves as a police officer at Central Alabama Community College. Tucker Financial Group is an SEC-registered investment adviser that provides portfolio management and financial planning services to individuals and small businesses. The firm manages discretionary and non-discretionary accounts using various strategies tailored to clients’ objectives and risk tolerances.
Series 65
Montgomery, AL
Tucker Financial Group
Benjamin Auman is a financial advisor at Tucker Financial Group in Montgomery, Alabama. He holds a Series 65 designation and has four years of industry experience. Prior to joining Tucker Financial Group in 2018, he worked for Huntsville City Schools from 2015 to 2018. Tucker Financial Group provides portfolio management and financial planning services to individuals and small businesses, managing discretionary and non-discretionary accounts across various asset types. The firm tailors portfolios based on clients’ objectives and risk tolerances, employing strategies such as asset allocation and dollar-cost averaging, with accounts reviewed quarterly.
CFP®, CFA®, Series 65
Montgomery, AL
Welon Partners
Robert Allan is a CFP®, CFA®, and Series 65 credentialed advisor at Welon Partners with seven years of industry experience. Prior to joining Welon Partners, he worked at Empirian Health and Hayek Kallen Investment Management. He also dedicates limited time to Welon Consulting, LLC, a small-business advisory founded by Welon Partners managing members in 2024. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients with discretionary investment management, financial planning, and consulting. The firm emphasizes a tax-aware, asset-allocation-based investment approach and coordinates with clients’ tax and legal professionals.
CFA®
Montgomery, AL
Welon Partners
John Steiner is a CFA® charterholder with 10 years of industry experience. He has worked at Welon Partners since 2020 and previously held roles at White Oak Investment Counsel and Oakworth Capital Bank. In addition to his advisory role, Steiner serves as a managing director of Welon Fiduciary Services, a trust services company affiliated with Welon Partners, where he dedicates time to marketing activities. Welon Partners serves high-net-worth individuals, households, trusts, and small-business clients, providing discretionary investment management, financial planning, and consulting. The firm emphasizes a custom-tailored investment approach focused on asset allocation, tax-aware strategies, and coordination with clients’ tax and legal professionals.
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