STRUCTURE FOR COMPLEXITY.
CLARITY FOR GENERATIONS.

Somerset Advisory is a fee-only fiduciary wealth management firm specializing in complex financial planning for families and women at points of transition and growth. Somerset’s proprietary CLARITIES fiduciary planning framework brings structure and clarity to investment decisions, business and estate complexity, and long-term stewardship. With offices in Birmingham, Alabama and Beaufort, South Carolina and Charlottesville, VA. Somerset serves clients nationwide who value depth, coordination, and disciplined decision-making.

YOU SHOULD ENJOY THE EXPERIENCE OF PARTNERING WITH YOUR FINANCIAL ADVISOR

We value our relationships with our clients and are committed to helping you pursue your financial goals through thoughtful planning and investment management.

Why Somerset

A Practice Built for What Matters Most

We work alongside families navigating liquidity events, generational transitions, and evolving roles. The questions are often personal, layered, and time-sensitive. Our job is to bring order, elegance, and where we can more simplicity.

Clarities Quiz

Is Clarities the Right Fit for You?

In two minutes, this short diagnostic will help you assess whether Somerset’s approach aligns with your current season.

How We Work

Planning Backed by Research. Grounded in Real Lives.

Somerset is a research based, community-centered advisory firm. Over nearly two decades, we’ve studied the financial behaviors, pressures, and opportunities that shape our clients’ decisions—and turned those insights into deeply customized strategies. Our work draws from lived family patterns, layered research, and conviction.

Meet the Team

Relationships That Endure

Your advisory team should feel like an extension of your most trusted circle. Your privacy and what you decide to share with our team will be stewarded as if it were our own family.

STRUCTURE FOR COMPLEXITY. CLARITY FOR GENERATIONS.