Fowler Group

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the Birmingham/Talladega area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

We are located in Talladega, a city within the Birmingham, Alabama metropolitan area. We serve individuals and families. We serve institutions ranging in size from small to large local municipal utility boards and cities to medium sized closely held companies operating in multiple states with combined revenue of over $100 million.

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.