Birmingham, AL Office

Robert Eifert is a CFP® at Cahaba Wealth Management, Inc. in Birmingham, AL, with eight years of industry experience. He has worked at Cahaba Wealth Management since 2020 and previously held roles at Fidelity Institutional Asset Management and Fidelity Institutional. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm uses a multi-advisor team approach, combines long-term cash-flow projections with risk-tolerance assessments, and offers portfolio oversight that includes alternative investment strategies and integration of external accounts.

Gregory Merritt Jr. is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions with RFG Advisory, LLC, Mass Mutual Investors Services, ProEquities, Inc., and First Protective. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning. The firm employs a multi-advisor team approach, managing approximately $2.06 billion in discretionary assets for around 888 clients, and incorporates alternative investment strategies alongside traditional portfolios.

Katherine Martin is a CFP® professional 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 is a multi-advisor registered investment adviser managing approximately $1.64 billion on a discretionary basis for about 850 clients, including individuals, high-net-worth clients, and trusts. The firm provides comprehensive financial planning and portfolio management, employing a long-term, client-driven investment approach with diversified portfolios primarily composed of mutual funds and ETFs.

Ashley Bowling is a financial advisor at Cahaba Wealth Management, Inc. in Birmingham, AL, holding a Series 65 credential with four years of industry experience. Prior to joining Cahaba in 2020, Bowling worked at Auburn University and Massachusetts General Hospital. Cahaba Wealth Management serves individuals, high-net-worth clients, trusts, and estates by providing investment management and comprehensive financial planning through a multi-advisor team. The firm employs individualized investment plans with ongoing portfolio oversight and integrates various external accounts to offer continuous monitoring and rebalancing.

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. Before joining Cahaba Wealth Management, he worked at ServisFirst Bank and has experience in automotive and landscaping businesses as well as time at Auburn University. Cahaba Wealth Management is a multi-advisor registered investment adviser managing approximately $1.64 billion for about 850 clients, including individuals, high-net-worth clients, and trusts and estates. The firm offers comprehensive financial planning and portfolio management, using a disciplined investment process centered on long-term cash-flow projections, risk tolerance assessments, and regular client communication.