Financial Advisors for Ultra High Net Worth Individuals in Alabama
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Financial Advisors
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
14 Client Reviews
"Chris is the consummate professional. He listens to my concerns and provides insight and recommendations. He is a true partner in my retirement planning. Every interaction with him has exceeded my expectations. I regret not connecting with him sooner."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
We offer financial planning and investment management services to senior managers and executives in tech.
Showing 9 of 9 results
FrequentlyAsked Questions
What qualifies as ultra-high-net-worth?
A UHNWI is typically someone with $30 million or more in investable assets—not including personal residences. This wealth level demands advanced financial coordination, not just investment advice.
Do ultra-high-net-worth individuals need a financial advisor?
Yes. Most UHNWIs work with wealth managers or family offices due to their complex holdings, legal needs, global assets, and desire for legacy planning.
Should I build a family office or use a wealth firm?
$30M–$100M: Wealth firm or multi-family office (MFO) $100M–$500M+: Consider a single family office (SFO)
Choose based on complexity, privacy needs, and desired control.
Choose based on complexity, privacy needs, and desired control.
What investments do UHNW advisors offer access to?
Hedge funds Private equity and venture capital
Direct real estate deals
Private credit
Structured notes
Philanthropic vehicles
Direct real estate deals
Private credit
Structured notes
Philanthropic vehicles
What’s the best structure to manage generational wealth?
A family office (SFO or MFO) combined with a trust and estate attorney is often best for intergenerational education, asset protection, and succession planning.
What Does a Financial Advisor for Ultra-High-Net-Worth Individuals Do?
A financial advisor for ultra-high-net-worth individuals (UHNWIs) helps manage complex wealth—typically $30 million or more in investable assets. These advisors go beyond standard financial planning and provide:
Private investment access (e.g., hedge funds, private equity, real estate syndications)
Advanced tax strategies (minimizing estate and income taxes across jurisdictions)
Estate and trust planning (including charitable foundations and generational transfer)
Multi-family or single-family office coordination
Confidential, concierge-style support tailored to your lifestyle and legacy goals
They also coordinate with attorneys, CPAs, and other specialists to deliver fully integrated wealth management.
Private investment access (e.g., hedge funds, private equity, real estate syndications)
Advanced tax strategies (minimizing estate and income taxes across jurisdictions)
Estate and trust planning (including charitable foundations and generational transfer)
Multi-family or single-family office coordination
Confidential, concierge-style support tailored to your lifestyle and legacy goals
They also coordinate with attorneys, CPAs, and other specialists to deliver fully integrated wealth management.
Not sure who’s right for you as an ultra high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
