A complete list of active advisors currently associated with Financial Strategies Wealth Management LLC

Warmer can help you find a great advisor at Financial Strategies Wealth Management LLC or one who fits your needs even better.

Financial Strategies Wealth Management provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities. The firm offers discretionary portfolio management, preparation of written Investment Policy Statements, and access to third‑party managed programs and asset‑allocation services. FSWM tailors advice to clients’ stated objectives and risk tolerances and uses a mix of approaches — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading — to implement portfolios. The firm prepares and reviews accounts regularly, uses an independent adviser (Savant) to implement trading while retaining oversight, and notes the use of service providers with artificial‑intelligence components and related due‑diligence procedures. A distinctive feature is the firm’s affiliation with the insurance business: the firm’s principal is a licensed insurance agent who may offer commissionable insurance products and discloses this potential conflict of interest and that clients are not required to purchase such products. The firm also discloses that it does not aggregate client orders into block trades and that it may pay solicitors for client referrals, practices that can differ from many peers.

To learn more about the advisors currently working at Financial Strategies Wealth Management LLC, 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
Clifton Hunter	Fairhope, AL	26
James Pearson	Fairhope, AL	26

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