A complete list of active advisors currently associated with Booth Financial
Warmer can help you find a great advisor at Booth Financial or one who fits your needs even better.
Booth Financial is a solo independent registered investment adviser managing roughly $43 million for about 40 clients. The firm provides tailored investment management, comprehensive financial planning, and business-related consulting to individuals as well as charitable organizations and corporate or other business clients. The firm’s investment process centers on strategic asset allocation implemented primarily with passive index funds and ETFs, building portfolios to align with each client’s investment policy statement and risk tolerance. Most accounts are managed on a discretionary basis with periodic reviews, and the firm may engage third‑party or outside managers for portions of client assets. Compared with many single‑advisor independents, Booth Financial’s client mix includes charitable organizations and corporate/business clients and the firm conducts educational seminars and workshops on an as‑announced basis. The principal also performs contract tax‑preparation work and the firm offers business planning and employee‑benefits optimization services alongside its investment and planning offerings.
To learn more about the advisors currently working at Booth Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 12
|
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