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Brianne H

PFS™

Montgomery, AL

The Wealth Consulting Group

Brianne Hart is a financial advisor at The Wealth Consulting Group with seven years of industry experience and holds the PFS™ designation. She previously operated her own advisory firm, RFG Advisory, LLC dba Brianne Financial, and has been the owner and CEO of a CPA firm, Brianne C. Smith, CPA, LLC, since 2016. Hart is also an assistant professor in the accounting program at Auburn University at Montgomery and manages a personal development business focused on coaching and digital products. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic services, with a focus on customized approaches tailored to client goals and risk tolerances.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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