Birmingham, AL

3500 Blue Lake Drive Suite 220
Birmingham, AL 35243

Monday-Friday: 8am – 5pm

Phone: 205-533-9452

Financial Planning & Wealth Management in Birmingham, AL

A Comprehensive Approach to Your Financial Future

Your financial life is more than an investment account or a retirement plan. It is the combination of your income, investments, insurance, taxes, business, family, estate, and the goals you have for the future.

At Peachtree Planning in Birimingham, Alabama, we help individuals, families, and business owners bring these pieces together through comprehensive financial planning and wealth management. Our team takes the time to understand where you are today, where you want to go, and what could stand in the way.

The result is a personalized financial strategy designed around your goals—not a one-size-fits-all product or solution.

What Does Peachtree Planning Birmingham, Alabama Do?

We help clients make informed financial decisions throughout every stage of life. Whether you're building wealth, preparing for retirement, protecting your family, growing a business, or planning your legacy, our financial professionals can help you develop a strategy that connects your financial priorities.

Our approach starts with planning. We look at your complete financial picture and help coordinate strategies for today while preparing for what's ahead.

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Our Financial Planning Services

Financial Planning
Create a clear financial roadmap based on your goals, priorities, income, assets, liabilities, and future needs.

Wealth Management & Wealth Planning
Develop strategies for building, managing, protecting, and transitioning wealth over time.

Retirement Planning
Prepare for the transition from earning an income to living from the assets and resources you've built, while considering income needs, investments, taxes, risk, and longevity.

Risk Management & Income Protection
Identify financial risks that could affect your family or your ability to earn an income and develop strategies that may include life insurance, disability insurance, and other forms of protection.

Business Planning Strategies
Business owners have financial considerations that extend beyond their personal finances. We help coordinate business and personal planning strategies, including protecting the business, preparing for growth, and planning for an eventual transition or exit.

Estate & Legacy Planning
Help you think through how your assets, values, and financial legacy can be carried forward to the people and causes that matter most to you.

Estate Planning
Coordinate financial strategies with your estate planning goals to help prepare for the efficient transfer of wealth and protect the people and assets that matter most.

More Than Products. A Strategy Built Around You.

Financial decisions rarely exist in isolation. An investment decision can affect your taxes. A business decision can affect your retirement. An insurance decision can affect your family's financial stability. An estate planning decision can affect the wealth you ultimately pass on.

That's why we take a comprehensive approach.

Rather than simply recommending products, our goal is to help you understand how the different pieces of your financial life work together. We build strategies designed to evolve as your circumstances, priorities, and goals change.

Who We Help

Individuals & Families

From building your first financial strategy to preparing for retirement and creating a lasting legacy, we help you navigate the financial decisions that come with life's milestones.

Business Owners

Your business may be one of your most valuable assets. We help business owners consider both sides of the balance sheet—developing strategies designed to protect the business, build personal wealth, prepare for succession, and ultimately transition the value of their life's work.

Serving Birmingham, Alabama and Clients Across the Southeast

Our Birmingham office is part of Peachtree Planning's broader Southeast network. In addition to serving clients throughout the Birmingham area and Alabama, Peachtree Planning has offices and financial professionals serving clients across:

Our Southeast presence includes markets such as Atlanta, Birmingham, Brentwood/Nashville, and Greenville, allowing us to serve clients and families across the region while maintaining a local, relationship-driven approach.

Why Peachtree Planning?

Founded in 1987, Peachtree Planning has nearly four decades of experience helping individuals, families, and business owners navigate important financial decisions. Today, the firm serves more than 28,000 clients and is built around a planning-first philosophy focused on people, relationships, and long-term impact.

We believe financial planning is about more than managing money. It's about helping you make decisions with greater clarity and confidence—and creating a strategy that can grow with you through life's many milestones.

Ready to Take the Next Step?

Whether you're building wealth, preparing for retirement, protecting your family, growing a business, or thinking about your legacy, the first step is understanding where you are today and where you want to go.