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Fee-Only, Fiduciary and Independent Financial Planner Serving Birmingham, Alabama

Based in Towson, Maryland, Provision Financial Planning is a Fee-Only financial planning firm serving the greater Baltimore area, Birmingham, AL and Huntsville, AL.

Why Birmingham? I was born and raised in Huntsville. My parents still live there, and my sister lives here in Birmingham. Since I visit regularly, Alabama clients will still be able to meet with me in person. I am always available to clients anywhere via Zoom video conference, email and phone. I even have clients a couple miles from me who prefer to meet virtually anyway. Other than meeting in-person on short notice, clients in Alabama and Maryland shouldn’t see much difference.

As your independent and fiduciary financial advisor, we provide financial planning, investment management and tax preparation. With a meeting location downtown, meetings are conveniently located for residents of Birmingham and surrounding areas including: Hoover, Mountain Brook, Homewood and Vestavia Hills.

Meeting Location:

Regus: 420 North 20th Street, Suite 2200, Birmingham, AL, 35203

 

Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.

 

  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
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9 Mistakes To Avoid When Retiring Solo ​

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