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Alabama CFP
866-895-5333
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About Us
To meet the needs of our clients, Montgomery Wealth was established as a AL CPA firm to provide accounting, tax, and business advisor services to corporations, small businesses and individuals throughout the Montgomery area. Recognizing that each client has unique goals, we tailor our services to meet your specific needs. To better meet the needs of our clients, we have individualized services for clients in industries like Individuals, professional services and various consumer services. These individualized services have enabled us to address their industry specific challenges and compliance needs.
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Jeff Hinrichs, President, Montgomery Wealth Management, Inc. (MWM)
United States Air Force Academy, BS Basic Science, Minor Russian University of Oklahoma, MA Managerial Economics Air Command and Staff College, MS Military Operational Art and Science
After leaving active duty military in 1998, Jeff has served as Vice President of the S. Howard Smith Agency in Montgomery, AL, providing financial services for his clients in Alabama and other states around the country. Leveraging his extensive knowledge and experience, he has helped hundreds of individuals improve their financial legacy through one on one financial and estate planning sessions. He is best known for his unique ability to solving complex financial and estate challenges with clear and easy to understand solutions. Built upon his reputation of skilled financial and estate planning advice, his leadership of MWM focuses on building relationships first and providing financial services second. |
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Over the last several years, he has emerged as a prominent and well respected business leader in central Alabama. Recognized for his local business articles, workshops, television appearances, and community leadership, the Montgomery Advertiser awarded him one of the area's "40 under 40" business leaders. Given his numerous other awards, including 3 Magna Cum Laude distinctions, his clients can rest assured that Jeff gives top quality advice and services.
Jeff holds the Certified Financial Planner® designation bestowed by the Certified Financial Planner Board of Standards in Denver, Colorado. Through his broker/dealer, Great American Advisors®, Inc., he is licensed to offer general securities and other securities products. He also holds a life/disability insurance license, qualifying him to offer a broad range of products and services from the insurance industry. Jeff also serves as a Lieutenant Colonel in the Air Force Reserve.
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Susan Hinrichs, Executive Director
Auburn University at Montgomery, BA Mass Communications |
Securities and Investment Advisory Services offered through Great American Advisors®, Inc. Branch Office: 380 Mendel Parkway, Montgomery, AL 36117 GAA and Montgomery Wealth Management are not affiliated.
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