Broker Check

Welcome to Southern Financial Group LLC, a Registered Investment Advisor firm with an experienced staff of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists. Southern Financial Group LLC was recently recognized by a Business Alabama survey as a "Top Rank Financial Planning & Investment Advisory Firm."1

Southern Financial Group’s knowledge comes from over 60 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.

At our firm, we have the client—and only the client—in mind.

Why We Do It

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

How We Do It

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our Goal

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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Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through life's transitions. 

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Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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1The Business Alabama Survey for Top Rank Financial Planning & Investment Advisory Firms is ranked by the value of Assets Under Management (AUM). Southern Financial Group, LLC ranked #13 in the rankings compiled by Erica Joiner West and posted on April 2, 2018. Click the link below to go to the survey on Business Alabama's website.

View the Survey