Services
What it feels like to be known, not just served.
At Somerset, we believe the best financial plans are built on more than numbers. They’re shaped by conversations, shaped by clarity, shaped by you. That’s why we created CLARITIES to guide our process. What you’ll remember most is the experience.
This is where it lives: the insights, the invitations, and the quiet confidence that grows when you’re surrounded by people who understand what matters most.
Financial Planning
Financial planning isn’t about chasing returns or reacting to markets. It’s about creating a clear, adaptable plan that aligns your wealth with your life — so you can make confident decisions through every stage of your journey. Whether you’re searching for a Mountain Brook financial advisor or a Homewood financial advisor, we aim to help you design a plan that fits your goals and lifestyle.
Estate Planning
Estate planning isn’t just about legal documents — it’s about peace of mind and continuity. At Somerset, we strive to help families navigate complexity, aiming to align your wealth with your values and support your legacy.
Tax Planning
Taxes touch every part of your financial life — income, investments, business interests, estate, and legacy. At Somerset Advisory, our tax-planning service is designed to help bring clarity, structure, and insight to your tax strategy — so you can make smarter decisions.
Retirement Planning
Retirement isn’t an endpoint — it’s a change in the rhythm of your life, a shift from building to living, from accumulation to allocation. Our retirement planning services are designed to help guide you through that transition with clarity, structure, and purpose.
Wealth Management
Your wealth is the outcome of decades of effort and intention — a reflection of your work, your family, and the life you’ve chosen to create. Our role is to help bring order and perspective to that complexity, aiming to ensure your financial strategy supports the freedom and impact you’ve earned.
Investment Management
Your portfolio isn’t just a collection of holdings — it’s a reflection of your work, your legacy, and the life you intend to live. At Somerset Advisory, our investment management service is aimed at aligning your capital with your future goals. We partner with you to build portfolios that help support your goals, safeguard your future, and attempt to respond to change with confidence.
