Top financial advisors in Opelika, AL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Opelika, AL when you're planning for retirement or managing investments and want to understand how local factors like property taxes affect your cash flow. A common mistake is overlooking how these taxes, among the lowest in the country, can influence your long-term financial plans.
- Local tax insight. Confirm how the advisor incorporates Opelika's property tax rates into your retirement income projections.
- Retirement cash flow planning. Ask how they balance income sources to maintain your lifestyle without unexpected shortfalls.
- Investment alignment. Ensure they tailor your portfolio to your retirement timeline and risk comfort, not just market trends.
- Experience relevance. Look for advisors who have navigated financial planning challenges specific to Alabama retirees.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin G
Series 66
Opelika, AL
PNC Wealth Management
Kevin Grotlisch at PNC Wealth Management in Opelika, AL, brings 14 years of experience and holds a Series 66 designation, specializing in passive/index investing, active portfolio management, and wealth management. His firm offers model-based advisory services with algorithm-driven risk assessment, providing a structured approach to retirement cash flow and investment alignment, distinguishing him from advisors at smaller firms.
Experience: 14 years
Avg account: $182,752
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Blake H
Series 66
Opelika, AL
LPL Financial
Blake Henry's 16 years of experience and Series 66 credential equip him to address retirement planning needs in Opelika, AL, including local property tax considerations. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients and brings expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, distinguishing him from advisors with narrower focuses.
Experience: 17 years
Avg account: $399,489
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Tobin A
Series 63, Series 66
Opelika, AL
Raymond James Financial
Tobin Ayers offers retirement planning expertise in Opelika, AL, with 22 years of experience and specialties in general retirement planning, business succession, and cash flow management. Affiliated with Raymond James Financial, a large firm, he provides flat-fee and hourly consulting options, serving a diverse client base including high-net-worth individuals and pension plans, which may offer broader resources compared to smaller local advisors.
Experience: 22 years
Avg account: $700,796
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Carson C
CFP®, Series 66
Tuscumbia, AL
Edward Jones
Carson Cooper's eight years of experience and CFP® certification equip him to address retirement income strategies in Opelika, AL, considering local property tax impacts. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers diverse advisory programs with fees up to 1.35% annually, catering to retirees, executives, and business owners seeking tailored wealth management.
Experience: 9 years
Avg account: $246,728
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Laurel B
Series 66
Opelika, AL
Insignia Wealth Advisory
Laurel Buckalew in Opelika, AL, offers wealth management with a focus on ESG and private investments, suitable for retirees considering local tax impacts on cash flow. With 10 years of experience and an independent approach at Insignia Wealth Advisory, she combines passive and active strategies, serving individuals and institutions with a 1.5% AUM fee, differentiating her from advisors with less diverse investment methods.
Experience: 11 years
Avg account: $306,192
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