Welcome to Southern Financial Group LLC, a Registered Investment Advisory firm with an experienced staff of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists.  Southern Financial Group LLC was recently recognized by two premier publications:  "50 Largest Financial Planning Firms", as ranked by Investment News and a top ten ranking in Birmingham Business Journal's "Largest Independently Owned Financial Planning & Investment Advisory Firms".  

Southern Financial Group’s expertise comes from over 40 combined years of experience managing portfolios for a wide variety of clients, each with very different financial needs. Our customized portfolios are built on an array of investment strategies, from highly aggressive portfolios for investors looking for growth to ultra-conservative strategies focusing on wealth preservation and income. Whether you are looking to boost your after-tax returns or seeking the protection of tax-deferred vehicles, our commitment is to help you meet your personal financial objectives.

Our firm is here to be your trusted advisor for comprehensive financial management. Our job is to make it simpler for you to manage your financial affairs so that you are free to do the things in life that you enjoy the most. We strive to understand your needs and our staff understands that you expect excellent service. We will treat you the way we want to be treated by others. You won’t be treated like just another account number.

Our goal is to provide personalized one-on-one service to you that would be expected from an independent local firm while still providing all the resources and benefits of the large national firms.  We choose to practice this way because we believe it allows us to find solutions most suitable for you.

Please read through this website to see how you will benefit from the services we offer. We promise to be a partner that you can rely on for integrity, intelligent advice, great service, and value. Don’t hesitate any longer - give us a call today to schedule your free initial consultation.     

            

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Two Perimeter Park South ,Suite 250 East
Birmingham, AL   35243
Phone 205-383-1415    Fax 205-383-1416
david@thesouthernfinancialgroup.com

2017 Southern Financial Group, LLC. All rights reserved.