• Financial & Investment Services
  • Financial Focus
  • Certified Financial Planner
  • Estate Planning
  • Investments
  • Medicare
  • Multi Families Planning
  • Multi-Generational Family Planning
  • Retirement Planning
  • Strategic Planning
  • Wealth Management
3595 Grandview Parkway, Suite 225
BIRMINGHAM, AL 35243-1934
(205) 969-8011
Hours:
Monday-Friday: 8:00 am - 4:30 pm CST

About Us

A financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. Our desire is to partner with you, balancing tactical advice read more
  • About

    A financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement. Our desire is to partner with you, balancing tactical advice with innovative strategy. We are striving to change the way relationships operate within the financial industry. Accomplishing this by creating long-lasting multi-generational partnerships.

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit are separate entities from LPL Financial.

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    https://www.finra.org/#/
    https://www.sipc.org/

  • Media

  • Whom to Contact

    • Billy Focia
      Wealth Manager
      Phone: (205) 969-8011
    • Crista Roemen
      Client Development Manager
      Phone: (205) 969-8011
  • Directions

    From The Summit on Hwy 280, cross over the I-459 bridge. At the second traffic light, turn left onto Grandview Pkwy, at the big Marriott. Take your first left on Grandview Pkwy at Grandview Bldg II.