Birmingham, AL Office

Robert Eifert is a CFP® professional with eight years of industry experience, currently serving at Cahaba Wealth Management, Inc. since 2020. Prior to joining Cahaba, he worked at Fidelity Institutional Asset Management and Fidelity Institutional from 2016 to 2020. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion and emphasizes long-term cash-flow projections, quantified risk assessments, and regular risk discussions to guide asset allocation and security selection.

Gregory Merritt Jr. is a financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, providing comprehensive financial planning and discretionary investment management through a process that emphasizes long-term cash-flow projections, quantified risk assessments, and ongoing portfolio oversight.

Katherine Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, and BBVA Wealth Solutions. Cahaba Wealth Management serves individual and high-net-worth clients, along with trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion in discretionary assets and uses a risk-focused, long-term investment approach incorporating mutual funds, ETFs, and alternative investments when appropriate.

Ashley Bowling is a Series 65 licensed financial advisor with Cahaba Wealth Management, Inc. in Birmingham, AL, where she has worked since 2020. She has four years of industry experience and previously held positions at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm’s investment approach incorporates long-term cash-flow projections and quantified risk assessments to guide asset allocation, primarily using mutual funds and ETFs, with selective use of alternatives.

Joseph Bird IV is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining Cahaba Wealth Management in 2024, he worked at ServisFirst Bank from 2022 to 2024 and has experience in automotive and landscaping businesses. Cahaba Wealth Management serves individual and high-net-worth clients, as well as trusts and estates, offering comprehensive financial planning and discretionary investment management. The firm manages approximately $2.06 billion on a discretionary basis and uses a long-term investment process that includes risk scoring and regular portfolio oversight, focusing primarily on mutual funds and ETFs.