Timberchase Financial

Timberchase Financial is a wealth management firm founded in 2004 that provides financial, tax, and investment planning. The firm works on a fee-only basis under a fiduciary standard and describes itself as 100% employee owned. Its advisors coordinate investments, taxes, retirement income, cash flow, estate and legacy planning, charitable giving, insurance and asset protection into one plan, and they can work directly with a client's existing CPA or attorney.

The firm is built around life changes such as retirement, divorce, the sale of a business or a health diagnosis, and the plan is revisited as circumstances and tax law change. Prospective clients can start with a no-obligation conversation with one of the advisors, and appointments can be booked online. The main office is at 31 Inverness Center Parkway in Hoover, with another office in Homewood listed on the firm's site.