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Leavell Investment Management Inc, based in Birmingham, AL, is a highly regarded financial advisory firm that has been helping clients shape their legacies for over 40 years. As a fee-only independent investment advisory firm, Leavell is committed to acting in a fiduciary capacity, providing personalized investment advice and strategies without the influence of selling products or cross-selling services for additional revenue. With a focus on longevity, Leavell is 100% employee-owned and aims to seamlessly transition ownership to future leaders, ensuring continuity and stability for their multi-generational clients. The firm prides itself on its generational diversity, leveraging the collective knowledge and expertise of its associates to deliver proactive and personalized attention to each client. Additionally, Leavell actively contributes to the communities it serves, dedicating time, resources, and board service to charitable organizations and not-for-profits.Generated from the website

McClellan Wealth Management is a boutique wealth management firm based in Birmingham, AL, specializing in long-term generational wealth management solutions. With a focus on personal attention, the firm offers a range of services including investment management, financial planning, estate and trust planning, and philanthropic planning to help clients achieve their financial goals. Led by Certified Financial Planner Josh Slocum, McClellan Wealth Management emphasizes integrity, competence, and diligence in their approach. The firm tailors its strategies to meet the unique needs and circumstances of each client, ensuring a comprehensive and personalized wealth management experience. Generated from the website

Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.