Top financial advisors in Ozark, 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 Ozark, 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 Ozark'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. Inquire about their years working with clients in similar life stages or financial situations to yours.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennilene G
Series 63, Series 65
Enterprise, AL
Wells Fargo Clearing
Jennilene Guico, based near Ozark in Enterprise, AL, offers retirement plan consulting through Wells Fargo Clearing, a large firm known for its IPS-driven process and modern portfolio theory approach. Her experience with high-net-worth clients and flat-fee options distinguishes her from others, while the firm's inclusion of insurance products and bank deposit sweeps adds diversified investment choices tailored to retirement planning.
Experience: 8 years
Avg account: $475,575
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Derek D
Series 63, Series 66
Ozark, AL
Edward Jones
Derek Dickens offers 19 years of experience in Ozark, AL, with expertise in business succession planning and multi-generational wealth transfer, which can be crucial for retirement and investment management in this locale. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive advisory program with an AUM fee up to 1.35%, distinguishing him through his community leadership and tailored services for intergenerational families.
Experience: 20 years
Avg account: $246,728
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Mark K
CFP®, Series 66
Midland City, AL
Facet
Mark Krystyn offers retirement planning expertise with a focus on business owners and military clients, which suits those managing retirement and investment needs near Ozark, AL. His firm, Facet, provides tiered subscription-based financial planning with fixed fees and discretionary ETF-based asset allocation, differing from percentage-based fee models and emphasizing a holistic approach for diverse wealth levels.
Experience: 4 years
Avg account: $515,820
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William H
Series 63, Series 66
Enterprise, AL
Arkadios Wealth Advisors
William Haskins brings 27 years of experience and specializes in retirement plans for business owners, making him well-suited to address retirement cash flow and investment alignment in the Ozark area. His firm, Arkadios Wealth Advisors, offers customized investment plans with multiple managed account options and a flat-fee structure, distinguishing him from others by combining seasoned expertise with flexible pricing and comprehensive portfolio support.
Experience: 27 years
Avg account: $516,266
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Jonathan C
Series 63, Series 65
Ariton, AL
Thrivent Investment Management
Jonathan Cook's 11 years of experience and Series 63 and 65 credentials equip him to address retirement cash flow and investment alignment for clients near Ozark, AL, with a focus on business ownership considerations. Affiliated with Thrivent Investment Management, a large firm offering holistic, goal-based planning and consolidated billing, he also brings local insight through community leadership roles in Ariton and Dale County.
Experience: 11 years
Avg account: $162,801
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