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Breland B
Series 63, Series 65
Birmingham, AL
Booth Financial
Breland Booth is the principal of Booth Financial, an independent registered investment adviser based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including roles at Valley Tax Partners, LLC and Timberchase Financial, LLC. Outside of advising, he provides tax preparation and business consulting services through Valley Tax Partners. Booth Financial manages approximately $43 million for around 40 clients, offering tailored investment management, comprehensive financial planning, and business consulting to individuals, charitable organizations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation using primarily passive index funds and ETFs, with most accounts managed on a discretionary basis and customized to each client’s risk tolerance.
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