Steadfast support
throughout every step
of your journey
Steadmont Advisors is an experienced team of financial professionals with the aim of helping our clients get more fulfillment out of life by developing easy to understand and customized financial plans, providing counsel on everyday decisions, and serving as an extension of our clients’ families—throughout every step of their journey.
Our Approach
Steadmont Advisors is an independent registered investment advisor dedicated to serving individuals and families with a holistic, family office approach to wealth management. We help our clients build a clear understanding of their financial journey, simplify their financial decision making, and plan for the road ahead.
Headquartered in Birmingham, Alabama, Steadmont Advisors was founded by a skilled team of wealth management professionals with more than five decades of collective experience at large financial institutions. Steadmont was created to offer clients a more customized and client-centric experience supported by access to advanced financial planning and performance reporting technologies.
At Steadmont, we pride ourselves on serving as an extension of our clients’ families. We leverage carefully constructed processes and infrastructure with the goal of delivering exceptional client service and ensuring that our clients can always get the help they need—at the moment they need it.
Our status as an independent wealth management firm is extremely important to us because it allows us to always focus on what is best for our clients.
Our Triangulation of Advice
Our Triangulation of Advice
One of the most important ways in which Steadmont Advisors stands apart from other wealth management firms is the Dynasty Triangulation of Advice™. This client benefit is generated by our structure as an independent firm. Unlike other managers who work within an institution such as a bank, brokerage, or insurance company, we are free and unimpeded by big corporation and agendas. This allows us to provide more objective, unbiased advice.
We are also separate from any of the resource partners whose products we may recommend. That includes our custodian—the third part of our triangle. Our chosen custodians safeguard our clients’ assets, and their role is separate and distinct from other partners we may use. This triangular structure helps us to navigate possible conflicts of interest, but at the same time, we unify each element to best serve our clients.
Our values
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No matter where you are on your financial journey, we will meet you there and help you plan for the path ahead.