We help people like you build wealth.

Who we help

Three stories that illustrate our service.

Smiling hypothetical athlete on an outdoor track, representing potential clients we help as financial advisors in Birmingham, AL

College & Professional Athletes

Read Jay's Story
Cheerful business professional in a pink jacket and white suit, a fictional example of the types of clients we assist at Southern Wealth Builders

Science & Business Professionals

Read Maria's story
Smiling business owner in a blue sweater, depicted as an illustrative example of how we support local Birmingham business owners as part of our wealth management services

Veterans & Business Owners

Read David's Story