Birmingham, AL Office

Team
Updated today
Indivisible Partners logo

Indivisible Partners

Team

Firm-wide stats for Indivisible Partners

Total advisors

26

Across 13 offices

Clients per advisor

21 Very Low

Avg AUM per client

$3,004,459 Very High

HNW client ratio

60% Very High

About

Indivisible Partners is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and businesses with discretionary and non-discretionary portfolio management, financial planning, and selection of third‑party investment managers. It makes available model portfolios and third‑party strategies through platforms such as AIM and offers ongoing investment supervision and consulting services.

The firm uses a strategic asset allocation framework overseen by an investment committee and permits Financial Advisors to implement active, passive, or blended approaches tailored to client risk profiles, including direct indexing, tax‑aware strategies, and access to private and semi‑liquid alternative investments for eligible clients. Indivisible also employs third‑party managers and outsourced trading and billing services, with Financial Advisors responsible for suitability and model selection for each account.

What distinguishes Indivisible from many peers is its explicit integration of third‑party credit and platform solutions and its operational treatment of borrowing: the brochure discloses new access to credit solutions through FiSpoke, Inc., discusses client use of margin and borrowing in accounts, and notes that billing and fee calculations may be based on gross account value (including margin). The firm also documents multiple third‑party relationships and research sources (for example, DFA, Franklin, Fidelity, and AIM) and discloses legacy solicitor and platform arrangements that affect how third‑party ratings, research, and services are used and presented.

Based on Indivisible Partners

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies

Based on Indivisible Partners

Occupation focus

Founder/Business Owner Retired Executive

Based on Indivisible Partners

Location

2231 20th Avenue South, Suite 200

Birmingham AL 35223

Advisors at this office

4

Advisors at this office

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Ellen B

CFP®, Series 66

Birmingham, AL

Indivisible Partners

Ellen Bradford is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at several firms, including Somerset Advisory, Indivisible Partners, Hightower Advisors, Wells Fargo Clearing Services, and UBS Financial Services. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm uses a strategic asset allocation framework with active, passive, or blended approaches tailored to client risk profiles, and integrates third-party credit and platform solutions alongside model portfolios and alternative investment access.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Maria M

Series 65

Birmingham, AL

Indivisible Partners

Maria Mote is a financial advisor at Indivisible Partners with one year of industry experience. She holds a Series 65 license and has previously worked at Hightower Advisors and Somerset Advisory, among other roles. Prior to her advisory career, she was employed at Brusters Real Ice Cream and WeCare Pools. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and allows advisors to implement active, passive, or blended strategies tailored to client risk profiles, including access to private and semi-liquid alternative investments.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Emily L

Series 65

Birmingham, AL

Indivisible Partners

Emily Lassiter is a financial advisor at Indivisible Partners with six years of industry experience. She holds a Series 65 designation and has previously worked at firms including Hightower Advisors LLC and Capital Strategies Group. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party investment manager selection. The firm employs a strategic asset allocation framework and offers tailored active, passive, and blended investment approaches, integrating third-party credit and platform solutions in its operations.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
user avatar

Lauren P

CFP®, Series 66

Birmingham, AL

Indivisible Partners

Lauren Pearson is a CFP® professional based in Birmingham, Alabama, with 18 years of industry experience. She has worked at Merrill, HighTower Advisors, and Indivisible Partners before joining Somerset Advisory. Lauren serves on the Junior Board of YWCA Central Alabama and is a member of the executive committee for Cornerstone Schools of Alabama. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management and financial planning. The firm employs a strategic asset allocation framework, allowing advisors to use active, passive, or blended investment approaches tailored to client risk profiles.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
View complete list of advisors at this office
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