Business Details
38 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Founded in 1988, Ballew Wealth Management has established itself as one of the Southeast's premier wealth management firms. With over $900 million in assets under management, we operate as an independently owned Registered Investment Advisory firm committed to the highest fiduciary standards. Our team delivers investment advisory services, private wealth management, and holistic financial planning tailored to individuals, foundations, trusts, and corporate retirement plans. Holding certifications including CPA, CFP, and CRPS, our advisors combine 300+ years of institutional knowledge with personalized strategies.We prioritize client needs through transparent processes, objective recommendations, and continuous portfolio monitoring to navigate market volatility while pursuing risk-adjusted returns. Our comprehensive approach spans retirement planning, estate planning, social security optimization, and risk management, ensuring clients receive customized solutions aligned with their unique financial goals.
Services
Retirement Plans
Estate Planning
Social Security
Financial Planning
Private Wealth Management
Risk Management
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of experience in fiduciary wealth management
- Our team holds elite certifications including CFP and CPA designations
- We implement a proprietary investment philosophy balancing market trends with client needs
- Our advisors combine 300+ years of institutional knowledge with personalized service
- We maintain strict fiduciary standards with transparent fee structures
Associations and certifications
- Registered Investment Advisory Firm
- CPA
- CFP
- CRPS
Services
Retirement Plans
We service over 150 qualified retirement plans, offering fiduciary oversight and customized fund selection. Our advisors conduct annual plan reviews using industry benchmarking tools while analyzing participation rates and effectiveness. We provide ongoing adjustments to optimize plan performance and ensure compliance with evolving regulations, helping employers meet both organizational and employee investment needs.
Estate Planning
Our estate planning specialists help clients create comprehensive legacy strategies regardless of net worth. We coordinate with legal professionals to develop personalized plans that ensure asset distribution according to client wishes. Services include beneficiary designation analysis, trust implementation, and strategies to minimize estate tax liabilities while maintaining legal compliance.
Social Security
We provide strategic Social Security optimization as part of comprehensive retirement planning. Our six-step process includes personalized data collection, scenario analysis, and strategy development to maximize lifetime benefits. Advisors consider marital status, work history, and overall retirement goals to create tailored filing strategies that adapt to changing life circumstances.
Financial Planning
Our holistic financial planning process guides clients through five key stages: resource assessment, goal definition, strategy evaluation, implementation, and ongoing monitoring. Certified professionals help clients achieve financial objectives through customized roadmaps that address retirement readiness, legacy planning, and protection against unexpected events.
Private Wealth Management
We offer institutional-grade investment management with personalized service for high-net-worth individuals and organizations. Our advisors create customized portfolio strategies considering client goals, risk tolerance, and market conditions. Services include trust management, charitable legacy planning, and corporate retirement plan advisory with continuous performance monitoring and adjustments.
People
Al Hurt
Wealth Advisor
Certified Financial Planner with expertise in retirement strategy and investment management. Focuses on creating tailored solutions for high-net-worth clients while maintaining fiduciary standards.
Dale Scott Rives
Portfolio Manager
Experienced investment professional managing diversified portfolios. Combines market analysis with client-specific needs to optimize risk-adjusted returns for individual and institutional clients.
Alan McCormick
Wealth Strategist
Specializes in comprehensive financial planning and estate strategies. Helps clients navigate complex wealth transfer issues while maintaining compliance with regulatory requirements.
Karl Byrd
Retirement Plan Specialist
Focuses on corporate retirement plan design and fiduciary oversight. Provides ongoing plan evaluation and optimization services for businesses and their employees.
Brooks Mosley
Financial Planner
Assists clients in developing personalized financial strategies. Specializes in Social Security optimization and retirement income planning for pre-retirees and retirees.
Questions
What investment philosophy does Ballew Wealth Management use?
We create portfolios that balance current economic conditions with client-specific needs. Our approach combines market trend analysis with personalized risk assessment to achieve appropriate risk-adjusted returns.
How does the firm handle retirement plan management?
We act as fiduciaries for 150+ qualified retirement plans, providing fund selection, annual reviews, and ongoing adjustments. Our services include participant education and plan effectiveness analysis.
What estate planning services are available?
We help clients create customized estate plans regardless of net worth. Our process includes beneficiary designation analysis, trust implementation, and coordination with legal professionals for proper execution.
How do you optimize Social Security benefits?
Our six-step process analyzes personal circumstances to develop optimal filing strategies. We consider work history, marital status, and retirement goals to maximize lifetime benefits.
What certifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Certified Public Accountants (CPA), and Chartered Retirement Planning Specialists (CRPS) with extensive experience in wealth management.
How are investment portfolios monitored?
We continuously review portfolio performance and market conditions. Advisors make data-driven adjustments to maintain alignment with client goals and changing economic environments.
