• Do you work with people outside of Huntsville, AL?

    Absolutely! Prudent Wealth has been operating on a 100% virtual model for several years, making our services accessible no matter where you are. We've successfully maintained client relationships through various relocations, leveraging technology to ensure seamless and convenient interactions. While Huntsville Alabama is our home base, we can serve clients nationwide, including Puerto Rico and the Virgin Islands. The flexibility of virtual meetings, whether by phone or online, allows us to consistently deliver high-quality financial planning services. The advancements in virtual communication have shown that physical distance does not impede our ability to provide excellent service.

  • Are you a Certified Financial Planner™ ?

    As a Certified Financial Planner™ since 2003, I hold the highest standard certification in financial planning, achieved by fewer than 30% of planners. What sets a CFP® professional apart includes: 1. Fulfilling the comprehensive requirements established by the CFP Board. 2. Committing to always act in the best interests of clients when providing financial advice and adhering to stringent ethical and conduct standards. 3. Proving the expertise required for holistic financial planning. 4. Accumulating a minimum of three years of practical financial planning experience. (www.cfp.net)

  • Do you have a client minimum asset amount?

    No, financial planning isn't just about selecting stocks and hoping for the best.  At Prudent Wealth, each client begins with a comprehensive financial plan. We navigate the dynamic financial landscape to create a strategy tailored to your goals.  Additionally, we do offer investment management.  Unlike many larger firms, we do not have high minimum asset level requirements

  • Who is a good fit for prudent wealth?

    Prudent Wealth is dedicated to fostering long-term relationships with engineers and analytical thinkers from Generation X and Baby Boomers.  We work best with sensible, hardworking, and goal-oriented clients who want to collaborate on robust financial strategies.

    If you desire a proactive advisor who will help you organize and manage your financial life comprehensively, Prudent Wealth is the right choice.  We concentrate on long-term planning to save, protect, and design your ideal lifestyle, moving beyond just investment strategies.

  • Is there a fee for an initial conversation with you?

    No, our introductory meeting and initial planning discussions are complimentary.  Our focus is on building long-term client relationships. We aim to understand your current situation and goals to make an informed decision about our potential partnership  We want you to experience firsthand how we can add value to your financial plan before any financial commitment is made.

  • Can I use just one of your services?

    We aim to simplify your financial life through comprehensive solutions. Coordinating financial planning with investment portfolios usually provides the best results. Most clients benefit from our combined services, but we also offer financial planning only, especially for those without investment assets beyond their company provided retirement plan. Standalone investment management is available for clients with assets over $4,000,000, at which point we integrate financial planning

  • How do I know I am a good fit for Prudent Wealth?

    Prudent Wealth is dedicated to fostering long-term relationships with engineers and analytical thinkers from Generation X and Baby Boomers.  We work best with sensible, hardworking, and goal-oriented clients who want to collaborate on robust financial strategies.

    If you desire a proactive advisor who will help you organize and manage your financial life comprehensively, Prudent Wealth is the right choice.  We concentrate on long-term planning to save, protect, and design your ideal lifestyle, moving beyond just investment strategies.