Our Team

MEET OUR PEOPLE.

Our common thread is that we carry strong convictions and solve your problems as if they were our own.

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, AL, Beaufort, SC, and Charlottesville, VA, Somerset serves clients nationwide who value depth, coordination, and disciplined decision-making.