BIRMINGHAM'S FINANCIAL ADVISORS
At Money Management Services, we provide comprehensive financial planning and wealth management advice to individuals and business owners. We are an independent fee only registered investment advisory firm located in Birmingham, Alabama. We have been in business since 1992. We take pride in evaluating your financial situation with fiduciary excellence and making recommendations for you and your family, and we do so with integrity and transparency. At Money Management Services, you will be treated as one of our family members because our clients become a part of our extended family
OUR SERVICES
WEALTH MANAGEMENT
COMPREHENSIVE WEALTH MANAGEMENT
At Money Management Services, we can provide you with a customized investment strategy.
INVESTMENT & PORTFOLIO MANAGEMENT
At Money Management Services, we can provide you with a customized investment strategy.
Concierge Services
It’s such a broadly used term and used by many planners and advisors all over the world. But what exactly is Wealth Management?
Life Event Planning
"We just have a passion for what we do,
we manage money and we take care of people"
FAMILY BASED WEALTH MANAGEMENT
We want our clients to feel like family. Our goal is for you to be apart of a financial firm where you can be treated with respect and kindness. We feel that in order for us to help you take care of your family, you need to feel like we are a part of your family. At Money Management Services, you'll feel like you’ve become part of our family
LATEST NEWS
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