Your success is the result of persistence and commitment.
Our role is to oversee the day-to-day management of your wealth so you can focus on what’s most important to you.
Birmingham, AL Fee-Only Financial Advisors
Your interests always come first
We’re not your typical financial advisory firm. Because we are
fee-only fiduciary, our team of financial professionals is not pressured to sell you expensive financial products that may not fit your needs best.
Our specialty is delivering highly customized, one-of-a-kind financial planning and investment solutions. In other words, we don’t believe in using cookie-cutter solutions.
The BCR Wealth Strategies team includes CFP® professionals and CPAs, that focus their knowledge and experience on maximizing your after-tax net worth and return expectations.
What Makes Us Different - Our Three “Uniques”
01
Peace of Mind by making success easier for you.
02
Attentive by giving immediate responses.
03
Personalized by knowing and understanding you.
The Truth Behind Your Financial Advisor: Partner or Sales Pitch
Our Complimentary eBook provides the information to confidently navigate the
challenge of selecting a competent and trustworthy financial advisor.
Our Clients Count on Us to Protect and Nurture Their Wealth
Read What They Have to Say
These are the 10 most recent reviews directly from Google.
Donna Eyles
2 years ago
I have been with BCR (Marshall Rathmell) for over 10 years. During that time, there have been several big events in my life and Marshall has always been there to not only give me financial guidance, but to personally encourage me during those periods. His support staff is phenomenal. It's great to have someome who respects my financial needs and desires and can answer my many questions. Having a firm (BCR) that I can trust with my life savings removes a lot of stress from my life.
Carolina Hatley
2 years ago
Our family has been working with Marshall and the team over the years and we are very happy with the personal attention and results. Financial & Wealth planning can be very daunting but the BCR team does a terrific job of understanding our needs and preparing and educating us to reach our life goals.
George Reick
2 years ago
BCR has been my financial advisor since 2006. Marshall Rathmell and the rest of his team has managed my investments very successful over the past 18 years. They have helped with estate and tax planning in addition to insurance coverage advise. I think so highly of them that I send my daughter to BCR.
George Morris
2 years ago
Marshall and his team at BCR Wealth are fantastic. They have been a huge help to our family as we manage our finances and plan for the future.
Danny Verdin
3 years ago
Donna Francavilla
3 years ago
BCR wealth strives to meet your needs by being available, taking an interest in your life and personal and financial development and treating you like family. Take a long, hard look at the quality of the advisors and you'll be pleased.
Bob
3 years ago
Our experience with BCR Wealth has been outstanding. We have tried other wealth managers over the years and there is no comparison. BCR out performs the other firms through the personal attention, timely and informative communications, planning and analytic tools, responsive and reliable service that puts us in the best position to make the most of our investments. We have achieved a great sense of peace and security through our relationship with Marshall Rathmell and the team at BCR. They are simply the very best. We wholeheartedly recommend BCR Wealth Strategies to make your life better in these times of uncertainty. You can trust BCR to always work in your best interest.
Sincerely,
Bob & Barb Blankenship
Sincerely,
Bob & Barb Blankenship
Elaine Witt
3 years ago
We have received excellent advice from this team, and we appreciate that they are a fiduciary advisor, which means they are required to put our interests first. This also means they do not have specific products they are required to sell us, just whatever works best for our situation. We first consulted them several years ago to help us assess our retirement prospects. Since then, they have advised us on decisions about which you may not typically think of consulting a financial advisor. Strongly recommended.
Lynn Rathmell
3 years ago
BCR has always been available to assist me with financial questions and more. Our yearly meeting (more if I wished) reviewing personal changes and future plans is warm, directed and reassuring. The switch to Pershing was handled efficiently with as little work, on my part, as possible. Thanks for your good work.
Stephanie Datnoff
3 years ago
BCR Wealth Strategies is approachable and ready to help in all seasons! Their team has been an incredible partner in crafting and achieving both our short and long term financial goals. They have come alongside us and helped us think outside the box, pushing us beyond what we thought was possible. Our family is grateful for their partnership over the years!
Stay updated on the newest financial trends from our thought leaders.
Can AI Help You Make Better Financial Decisions?
AI is exceptionally good at processing large amounts of information, identifying patterns, organizing data, and answering basic financial questions. It can help you track spending,...
How Is AI Changing Financial Decisions for Business Owners?
If you own a business, you’ve probably noticed that artificial intelligence seems to be everywhere. Every week brings a new AI tool promising to save...
How Tax Strategies Can Affect Physician Wealth Growth
In our experience working with Birmingham physicians, they focus heavily on reducing taxes, but overly aggressive tax minimization strategies can sometimes limit your long-term portfolio...
We are passionate about helping you succeed.
Success is unique to everyone, so our financial planning and investment management approach is tailored to you.
