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”
Peace of Mind by making success easier for you.
Attentive by giving immediate responses.
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
Stay updated on the newest financial trends from our thought leaders.
How to Use Tax-Efficient Charitable Giving to Preserve Your Wealth
Medicare & Medicaid Financial Planning: Why it Matters to You
Probate Explained: Take Steps to Avoid Major Pitfalls
We are passionate about helping you succeed.
Success is unique to everyone, so our financial planning and investment management approach is tailored to you.