Advisor Network

You know your clients. We know philanthropy.

For 15 years, we have partnered with a large network of wealth advisors, estate planning attorneys, tax planners, and other advisors to help high-net-worth clients and families achieve financial planning objectives and charitable giving goals while maximizing tax deductions.

Attorney

CPA

Donna Berger

Crabtree, Rowe & Berger, PC
256.704.0620

Brad Garland

Honeycomb CPAs & Advisors
256.489.3525

Rebecca Givens

Anglin Reichmann Armstrong
865.643.2327

Scott Hand

Anglin Reichmann Armstrong
256.533.1040

Angela Sparks

Anglin Reichmann Armstrong
256.489.7152

Ray White

Warren Averett LLC
256.713.2686

Lori Womack

Womack & Associates LLC
256.534.1360

Financial Planner

Ken Askew

Legacy Planning
256.536.8085

Jay Dryden

Vector Wealth Strategies, LLC
256.469.7711

Nick Jackson

Vector Wealth Strategies
256.469.7711

Jeff Jones

Longview Financial Advisors, Inc.
256.534.1196

Wealth Manager

Insurance Representative

Andrew Boyd

Northwestern Mutual Wealth Management Company
256.684.8060