Birmingham Financial Advisors

Home » Birmingham, AL
Birmingham Office
2828 Old 280 Court
Suite 170
Vestavia Hills, AL 35243
Phone
334.270.5960
Fax
334.270.5943

Wealth Management & Trust Services

The Birmingham financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
The Birmingham office opened in 1994 during an expansion initiative. The Birmingham financial advisors provide comprehensive wealth management services to high-net-worth clients in Birmingham and the surrounding areas. Local leadership is provided by Sr. Private Wealth Advisor, Anthony Brown, who joined Blue Trust in 1999. The office was originally established and managed by previous Managing Director, Bob Stoddard.

Meet our Birmingham Financial Advisors

  • See Bio

    Alan Wallace

    Alan Wallace, CFA®, CWS®, ChFC®, CLU®

    Birmingham, AL

  • See Bio

    Anthony C. Brown

    Anthony C. Brown, CFP®, CWS®, CKA®

    Birmingham, AL

  • See Bio

    Jennie Hoppenjan

    Jennie Hoppenjan, CFP®, CWS®, CKA®

    Birmingham, AL

  • See Bio

    Mike Flink

    Mike Flink

    Birmingham, AL