Wealth Management Office in Birmingham, Alabama

Address and contact details:

Birmingham, AL

2 Perimeter Park S Ste 500W
Birmingham, AL 35243

StoneX Wealth Management by the numbers

StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services to financial professionals nationwide and throughout Latin America.

500+

Affiliated financial professionals

50

Licensed and registered in all 50 states

$16B+

Assets under management

97K+

Investment clients

Powered by StoneX

StoneX Group Inc. (NASDAQ: SNEX) is a Fortune 50 institutional-grade financial services network that provides high-touch solutions to 54,000 corporate, commercial, and institutional clients, and 400,000 self-directed traders and investors worldwide.

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Experience

With a legacy spanning over 100 years, StoneX offers financial services and cutting-edge tools designed to build and safeguard your wealth and ensure your financial well-being.
Commitment

Our mission is to provide you with world-class independent wealth management products and services that help grow your business in a way that is best for you and your clients.
Expertise

Whether you’re planning, navigating complex financial decisions, or simply seeking peace of mind, we’re here to provide you with seasoned guidance and personalized solutions.
Our office

Birmingham Office
2 Perimeter Park South, Suite 500W
+1 (844) 602-8928 See on map

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The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.