Experience

YOUR FIRST STEP IS TO MEET WITH US.

We consider confidentiality to be essential at all times - even before you become a client. Our office is intentionally located in a quiet setting. We want you to feel safe, and whether in person or on video the goal of our first conversation is to determine if we are a fit for your family’s needs and your family a fit for ours.

CONTACT US TODAY

1.

CALL OUR OFFICE

(205) 518-7494

2.

EMAIL US DIRECTLY

hello@somersetadvisory.com

3.

USE OUR CALENDAR LINK

View Calendar

WE BELIEVE RELATIONSHIPS ARE SOMEWHAT INEFFICIENT, AND WE LIKE THEM THAT WAY.

Your experience as a client will be driven by your preferences and needs. In some seasons you may want to hammer out lots of details and move through an entire planning cycle quickly. In others you may need to entrust us to faithfully work on your behalf while you tend to other demands. This is meant to be a relationship over many seasons.

For clients in Birmingham, AL our office is always open. For clients across the country we are happy to travel to accommodate in person or family meetings when appropriate. We specifically travel to South Carolina regularly as our founder began her advisory practice in Beaufort, SC.

PRICING


SOMERSET ADVISORY IS A FEE-ONLY, FIDUCIARY FIRM.

We do not receive commissions. Instead, we receive a fee for our advice and guidance on your planning and investment management. There is no minimum account size, but rather a minimum fee amount.

To learn more, click here to request our pricing guide.