A complete list of active advisors currently associated with Sutton Financial Group
Warmer can help you find a great advisor at Sutton Financial Group or one who fits your needs even better.
The firm advises individuals, high-net-worth individuals and employer-sponsored retirement plans, managing roughly $75 million across about 149 client relationships as a sole practitioner. It offers wealth management and holistic financial planning alongside investment management and a dedicated suite of retirement-plan advisory services. Portfolios are typically built with low-cost mutual funds and ETFs, with occasional use of individual stocks or bonds, and the firm applies fundamental, technical and cyclical analysis in a primarily long-term framework while monitoring and rebalancing as needed. For plan sponsors the firm provides pension consulting and ERISA-focused services (including IPS design, vendor analysis, participant enrollment/education tracking, benchmarking, 3(21) investment oversight and 404(c) assistance). What is noteworthy is the combination of traditional individual portfolio management with formal pension consulting and ERISA fiduciary work, a mix that the firm’s disclosure highlights as a specific service offering. The brochure also discloses that the firm’s principal is a licensed insurance professional who may receive commissions for insurance sales and maintains other industry roles (including employment with a third‑party administrator), which the firm identifies as potential conflicts and addresses through its disclosures and Code of Ethics.
To learn more about the advisors currently working at Sutton Financial Group, 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
| 14
|
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