Wesban Financial Consultants, P.C.
Wesban provides Fee-Only Financial Planning and Investment Advisory services to clients throughout the United States. Our conservative approach is designed to help families, professionals and small businesses grow, protect, and transfer wealth. When developing investment and retirement plans for clients, our unique approach assists you in achieving your most important goals and objectives.
The firm was established in 1977 and is one of the oldest Fee-Only investment management firms in Alabama.
The Wesban Difference
Wesban began with the idea that an ethical way to serve individuals seeking financial advice must exist. Our structure as Fee-only registered investment advisors allows us to offer investment and planning services from an unbiased point of view. As fiduciaries to our clients, we have a legal obligation to act in your best interest--a position we wholeheartedly embrace as our clients trusted advisor.
Investment and Financial advice is offered only by Certified Financial Planners(TM) and NAPFA-Registered Financial Advisors.
Wesban believes advisors must operate transparently and independently. Accordingly, we disclose all fees and conflicts of interest to clients and prospective clients. For safekeeping, Wesban does not custody client assets but recommends clients utilize an independent third party for custody services. Please visit our website to learn more about our firm.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.