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External Account: Black Diamond

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External Account: Fidelity

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External Account: Charles Schwab

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Our team calls Beaufort, Birmingham, and Charlottesville home, yet our work extends far beyond. We walk along families nationwide, in person, and online.

Somerset advisory

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ALABAMA OFFICE

  • (888) 501-2607
  • 2231 20th Ave South Suite 200 Birmingham, AL 35223

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  • (888) 501-2607
  • 3 Celadon Drive Suite B2 Beaufort, SC 29907

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  • (888) 501-2607
  • 121 South Main Street Unit A Gordonsville, VA 22942
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Investment advisory services are offered through Indivisible Partners, LLC, a federally registered investment advisor.

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