Fiduciary Wealth Management
At Abeona Wealth, we help you understand what your assets mean for the life you want to build. Our wealth management services connect your financial resources with your personal values and goals, creating a meaningful relationship between your net worth and your desired lifestyle.
Understanding What Your Money Means for Your Life
As a fiduciary wealth management firm, we place your interests first. We provide objective advice without conflicts of interest and maintain transparency about our fees. We deliver personalized financial strategies for your goals, helping you navigate life’s transitions. Your financial plan aligns with your values, priorities, and vision.
Investment Management
Our approach to investment management is based on your individual needs:
- Tailored recommendations aligned with your goals and risk comfort level
- Development of a personalized investment policy statement to inform disciplined decision making
- Regular portfolio monitoring and adjustments
- Clear, straightforward performance reporting
- Tax-efficient strategies to maximize after-tax returns
- Personal attention from a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst (CFA)
We discuss investments in the context of your broader plan, not just focusing on returns but on how they help you build the life you want.
Retirement Planning
Our retirement planning services focus on:
- Preparing you for life’s next chapter before retirement
- Maintaining your desired lifestyle during retirement
- Creating efficient income distribution strategies
- Optimizing Social Security claims and pension benefits
- Regular review meetings to keep your plan on track
We help you understand what your retirement assets mean for your future and the freedom they can provide.
Legacy and Estate Planning
We help you create meaningful impact:
- Thoughtful estate planning to protect and transfer wealth
- Business succession planning for business owners
- Strategic charitable giving aligned with your values
- Trust planning and wealth transfer strategies
- Accessible view of your complete financial picture
Family Financial Planning
Supporting your family’s future through:
- Strategic college savings approaches
- Multi-generational wealth transfer planning
- Financial education for family members
- Serve as the central point of contact, coordinating with your financial professionals—such as CPAs, attorneys, and insurance providers—to create a unified strategy.
As a female financial advisor, Mary Meadows, CFA, CFP® understands the importance of creating financial security and involving all family members in financial discussions.
Insurance Solutions & Risk Management
Protection planning including:
- Life insurance analysis and review
- Long-term care insurance considerations
- Disability insurance evaluation
- Property and casualty insurance review
- Evaluating asset ownership and entity structures
Tax Planning & Optimization Strategies
Strategic approaches to managing tax impact:
- Tax-efficient investment management
- Tax-loss harvesting when appropriate
- Family gifting and charitable giving strategies
- Retirement distribution planning to minimize tax burden
- Coordination with your tax professionals
Our Fee-Only Approach
As a fee-only financial planner in Birmingham, we provide transparent advice without product sales or commissions. For clients facing major life transitions, our financial planning for divorcees service offers specialized support during challenging times.
Our fiduciary financial planner approach means you receive advice that puts your interests first, helping you build wealth, preserve assets, and protect what matters most to you.
I wanted to have a fee only advisory firm to limit the number of conflicts of interests out there. And that means that I'm only compensated by the fee I charge and not by anything I recommend. So I'm not selling products.
Related Services
Discover our other financial services designed to support you at different stages of your wealth journey.
Our hourly planning and coaching services provide structured guidance, education, and a plan to help you build financial confidence at any stage of your wealth journey.
Our divorce financial planning helps you navigate this challenging transition with clarity, providing guidance on settlement options, cash flow planning, and rebuilding your financial foundation.
Begin Your Wealth Management Journey
Our wealth management process begins with three key meetings designed to establish a strong foundation for our potential relationship:
- Discovery Meeting: We get to know you, your values, and your financial goals while answering your initial questions.
- Initial Findings Meeting: We share observations about your current financial situation and outline potential strategies.
- Mutual Commitment Meeting: We decide together if our approach aligns with your needs and vision.
This thoughtful process helps determine if we’re a mutual good fit to work together. Regardless of the outcome, you’ll receive valuable observations about your financial situation. Schedule a discovery call today to discuss connecting your financial resources with your life goals.