Emily shares her wisdom on how Somerset approaches and helps female business owners, as well as common characteristics among them. ?? #women #womeninbusiness #businessowner #somerset #money #family #invest #somersetadvisory #smallbusiness #wealth
Somerset Advisory at Hightower
金融服务
Birmingham，Alabama 381 位关注者
Women-run wealth advisory firm. Offices in SC, VA + AL. Specializing in complex financial planning and asset allocation.
关于我们
As a boutique fiduciary, Somerset Advisory is dedicated to your complete success. To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision. For some families, this looks like a specific retirement age. For others, it is the confidence to pursue a lifestyle passion knowing that you are not jeopardizing your future. Others may face specific restraints such as a family member with special needs or a family business that has an outsized impact on your net worth and needs careful planning. For some people it is simply finding their financial voice. We love to help. In light of your goals, we build a living financial plan and design a custom portfolio for you. Our desire is to build a relationship with you that will last many seasons. As we begin to understand you better, we are able to pair our planning and investing techniques with your objectives. This is as much of an art as it is a science. We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value. Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate. As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, please request a copy of our pricing guide. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
- 网站
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https://somersetadvisory.com
Somerset Advisory at Hightower的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Birmingham，Alabama
- 类型
- 私人持股
- 创立
- 2018
- 领域
- women、attorneys、philanthropists、financial planning、fiduciary、wealth management、investment management、markets、consulting、financial advice、cash flow、business exit strategies、special needs、families和entrepreneurs
地点
Somerset Advisory at Hightower员工
动态
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What should you do if your children inherit money? This is a great opportunity for family discussions surrounding money and aligning family values. #money #wealth #somerset #trust #inheritance #finance #invest #economy #family #somersetadvisory #financialadvisor
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If you are thinking about selling, merging, or expanding your business, a business valuation is essential. It is a complex process that requires the valuator to consider many internal and external factors that affect how much the business is worth. Preparing for a business valuation can make the process less overwhelming. Here are some items to understand going into the valuation process and what you should expect when working on this with a CPA. #business #businessowner #wealth #invest #finance #money #valuation #somerset #somersetadvisory #cpa #accountant #smallbusiness
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What exactly does a “shrinking financial world” mean? #somerset #somersetadvisory #finance #economy #invest #us #markets #wealth #money #financialadvisor
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It was a quick 48 hours but worth every minute to attend the Hightower Advisors Women & Wealth conference. These are special (now) friendships that we will carry with us always. We learned about moving from comfort to our “growth” zone, leaving things better than where you find them, and learning from great people so we can bring our greatest to our clients everyday. Beverly Hills, we didn’t get much free time but we will take what you give which is absolutely beautiful. @themaybournebh #hightower #wealth #womenandwellth #somerset #womeninfinance #finance #invest #market #stocks #money #women #la #california
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When Lauren started her journey as a financial advisor, she learned firsthand how important it is to advocate for yourself — and to find an advisor who truly listens. One of her first clients? A 90-year-old woman who specifically wanted a female advisor. Why? Because representation and trust matter! Here are tips for finding an advisor: 1. Interview multiple advisors — you don’t owe anyone your business. 2. Walk away from anyone who pressures you into decisions. 3. Choose a fiduciary advisor who puts your interests first. #finance #invest #woman #women #somerset #representation #wealth #invest #femalefinancialadvisor #somersetadvisory
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Many parents start teaching their children about money at a young age. Topics like budgeting, learning how to save, investing, and establishing good spending habits are all common conversations that parents have with their children. However, understanding what taxes are and how they are paid is often a topic that is left out of the conversation. To help guide you in starting these conversations with your children, here are some common questions that they may have about taxes and how to answer them. #taxes #tax #somerset #2025 #kids #children #nextgen #finance #invest #money #wealth #wealthmanagement #somersetadvisory
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While caring for clients is our #1 priority, we do care about other things here at Somerset…like which color coordinates with which gummy bear flavor ?? #somersetshenanigans