Broker Check

201 Office Park Drive, Suite 300, Birmingham, AL 35223

205.612.4507
brian.smith@lfg.com
Client Portal
<span style="font-weight: 400;" data-mce-style="font-weight: 400;">A Relationship Founded on Trust</span>

A Relationship Founded on Trust

Trust. Honesty. Integrity. We believe values matter and we live by ours every day.

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<span style="font-weight: 400;" data-mce-style="font-weight: 400;">A Comprehensive Portfolio</span>

A Comprehensive Portfolio

Years of experience have prepared us to create an individualized portfolio to help you reach your goals.

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<span style="font-weight: 400;" data-mce-style="font-weight: 400;">An Emphasis on Professionalism</span>

An Emphasis on Professionalism

We are committed to integrity. We value professionalism on every level striving to give you our highest quality service. We focus on exceeding client expectations every day.

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<span style="font-weight: 400;" data-mce-style="font-weight: 400;">A Promise to Listen</span>

A Promise to Listen

We are committed to understanding your financial goals. We build relationships before we ever build portfolios.

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Our Mission

Our mission is to work with business owners, affluent families, and other successful individuals to create, preserve, protect, and transfer wealth through objective, tailored, financial advice.

Our Vision

We believe we can positively impact our community and society by providing guidance to business owners and affluent families in the stewardship and protection of their resources, so that they can have the maximum impact on their families, employees, and the communities in which they live.

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Who We Are

Who We Are

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How We Work

How We Work

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What We Do

What We Do

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Contact Us

Contact Us

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Meet Our Team

Brian Smith

Brian R. Smith, CFP®, CRPC®, AIF®, CBEC®

205.612.4507

Gretchen Smith

Gretchen Smith

Client Services Manager

205.263.5325

Ashton Wylie

Ashton Wylie

Director of Marketing

205.803.3333

Mason Smith

Mason Smith

Financial Planner Assistant

205.910.2965

The strategies we build together address four key needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

Our Four-Step Process

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Collect</span>

Collect

Data-driven analysis is the foundation for everything we do.

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<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Develop</span>

Develop

Individualized strategies ensure that your goals are always a priority.

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Create

Create

Our comprehensive financial management means we're ready to address your every need.

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Implement

Implement

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our Wealth Solution

Honesty and Integrity

We strive to provide you objective, unbiased advice.  Your best interest always come first.

Empathy

 Listening intently and with empathy allows us to understand your needs in order to provide the best value – added services and solutions.

Caring and Consistent Advice

 We ensure you know you are cared for and passionately work to help you toward reaching your goals for creating your desired legacy.

Comprehensive Approach

We analyze every aspect of your financial lives to ensure our recommendations are always appropriate and always in your best interest.

Family and Health

We truly value our own families, as well as our clients’, and we encourage each other to achieve optimum financial, spiritual, and physical health.

Resource Center

Business Exit Readiness Index

Take the survey for the BERI Report.

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Owner Dependency Index

Take the survey for the ODI Report

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Client Center Documents

The following forms are for your use during our meetings.

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What is a CFP

A CFP® is a Certified Financial Planner™ that is certified by the CFP® board of standards

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