We Are BCR Wealth Strategies

About BCR

Birmingham, AL Fee-Only Financial Advisors

At BCR Wealth Strategies, our mission is simple: we are passionate about helping you succeed. 

There are many reasons why people hire us:

  • You’re looking to delegate the day-to-day oversight of your wealth so you can focus on what matters most to you
  • You’re in some form of transition, such as losing a spouse, divorce, or retirement
  • You’re looking for a new wealth management firm that goes beyond cookie-cutter solutions that may or may not help you pursue your financial goals and aspirations
  • You’re looking for a financial advisor who communicates with you regularly and is highly detail-oriented

With our Plan to Succeed™ program, we tailor innovative financial solutions that simplify smart financial decision-making, empowering you to secure your financial future confidently.


Your success has been driven by knowing what you are uniquely qualified to conquer and delegating the things others can handle for you. When your family’s finances are held up by a lack of time or interest, BCR is your solution. We know success isn’t one-size-fits-all. That’s why our approach to financial planning and investment management is as unique as you are.

As the CEO of your finances, you hire us to serve as your Chief Financial Officer (CFO).  Our job is to provide you with tools, resources, and advice; ultimately, you are the financial decision-maker. 

Dealing with your finances, especially as yours grows and accumulates, can feel like a full-time job. This is where we can come in.

We eliminate the uncertainty from investing and financial planning. With extensive financial planning and investing experience, we do the heavy day-to-day oversight and management of your wealth with customized wealth strategies.

We are passionate about helping you succeed

Success is unique to everyone, which is why our approach to financial planning and investment management is tailored to you.