We’ve all made our fair share of mistakes in this world; many of these mistakes helped us become the competent advisors we are today. Without these lessons, we would be left referencing textbook material and subjective news commentary, and that’s no way to run a business.
Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.
Principal
tyler@stockbridgewealthpartners.com
My passion for financial planning all began at a small firm here in Birmingham. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to start my firm to deliver unbiased, sound financial advice through streamlined technology to those whose values and goals align with mine. Since then, I’ve worked with individuals, couples, and families of all backgrounds and ages.
Every day, I find new ways to better serve our clients. With a team that shares the same values and vision as I do, I have no doubt Stockbridge Wealth will continue to grow and make a real difference in our communities. Outside of work, I love spending time with my family. My three girls, Taylor Grace, Madelyn & Bridget keep my wife, Kathryn and I very busy! We enjoy being outdoors and being active with friends and family, Auburn Sports, and watching English "Football".
As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
