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Experience

ADVICE AND GUIDANCE

Good financial relationships are more intimate than they might first appear because your wealth journey is not the same as anyone else’s.

As a boutique fiduciary, Somerset Advisory is dedicated to your complete success.

To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision.

For some families, this looks like a specific retirement age. For others, it is the confidence to pursue a lifestyle passion knowing that you are not jeopardizing your future. Others may face specific restraints such as a family member with special needs or a family business that has an outsized impact on your net worth and needs careful planning.

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In light of your goals, we build a living financial plan and design a custom portfolio for you. Our desire is to build a relationship with you that will last many seasons. As we begin to understand you better, we are able to pair our planning and investing techniques with your objectives. This is as much of an art as it is a science.

READY TO BEGIN?

Call us at 205.518.7494 or click the button below to schedule a meeting.

SCHEDULE A MEETING

HIGHLIGHTS OF SOMERSET ADVISORY

Here are some at-a-glance aspects of Somerset Advisory that are helpful to know:

FIDUCIARY

We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value.

LOCATIONS

Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate.

PRICING

As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, click here to request a copy of our pricing guide.

CUSTODIANS

We do not take custody of your assets. You will always have independent access to your investments via your custodian. While we are able to work with multiple custodians, Fidelity Investments is our preferred choice.

HIGHTOWER ADVISORS

Somerset Advisory operates under the legal framework of Hightower Advisors, which provides our back office support for regulatory, tech, and administrative services.

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ABOUT

ALABAMA OFFICE

SOUTH CAROLINA OFFICE

VIRGINIA OFFICE

(888) 501-2607
121 South Main Street
Unit A
Gordonsville, VA 22942

Legal and Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, member FINRA/SIPC. Hightower
Advisors, LLC is a SEC registered investment advisor. brokercheck.finra.org