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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