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Monday 9am - 5pm Tuesday 8am - 5:30pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Somerset Advisory

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Birmingham, AL
Somerset Advisory

Private fiduciary wealth management for Southeastern families. As seen in Veranda & Southern Living, and Forbes.

Investment advisory services offered through Indivisible Partners, LLC, a federally registered investment advisor. Content posted is for informational purposes only and does not constitute investment advice, an offer, or a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. You should consult your attorney and/or tax professional regarding your individual situation.

08/14/2026

As family wealth becomes more complex, so do the decisions surrounding its stewardship. A Private Trust Company is one example of how governance, flexibility, and long-term planning can work together to support a family's vision across generations. Tune in for some insights on what a Private Trust Company is.

08/12/2026

We are all for creature comforts at Somerset. Whether you're visiting one of our offices in Beaufort, Birmingham, or Charlottesville, we strive to create warm, welcoming environments that radiate hospitality and leave room for clarity.

Schedule an appointment at the link in our bio.

08/10/2026

Get to know Maria Mote, MBA, Operations Specialist at Somerset. Born and raised in Birmingham, Maria earned both her bachelor's degree in Marketing Management and her MBA from the University of Alabama at Birmingham.

Maria is passionate about serving others and enjoys bringing creativity to complex challenges while helping clients navigate their financial lives. Now based in Nashville, she loves exploring the city's music scene, trying new coffee shops, doing Pilates, and spending time with family and friends.

We're grateful to have Maria's creativity, dedication, and thoughtful approach on the Somerset team! We couldn’t make it happen without her!

08/05/2026

Stewardship is the final step in our CLARITIES process. Stewardship guides the responsible management of your resources, including your philanthropic endeavors. Take the CLARITIES quiz to discover the approach that aligns with your current season.

Visit the link in our bio.

07/31/2026

As we're knee-deep in the editing process of Sightlines Vol. 1, our new Somerset publication, we're excited to begin sharing a few sneak peeks of what's to come. Created as an analog way to connect in an increasingly digital world, our inaugural issue celebrates the Lowcountry.

Beaufort is where Somerset began, and we consider ourselves fortunate to be part of its community. As we put the finishing touches on the issue, enjoy a preview of a few of the Lowcountry institutions and hidden gems that will be featured throughout its pages.

07/29/2026

While we're here for our clients anywhere, we take pride in creating spaces that feel like home. Places where listening, action, and ideas can thrive for both our team and the people we serve.

07/27/2026

We recently gave our CLARITIES quiz a refresh. Thoughtful planning begins with thoughtful questions, and we wanted our assessment to better reflect the conversations we're having with families today. Whether you're revisiting your financial plan or beginning one for the first time, it's a simple way to better understand where you are and where you may want to go next.

Find the refreshed CLARITIES quiz at the link in our bio.

07/24/2026

An Emily approved pick! In Theo of Golden, Allen Levi tells the story of an unassuming craftsman whose quiet life leaves an extraordinary mark on the people around him. Gentle, humorous, and deeply moving, the novel is a reminder that the most meaningful lives are rarely the loudest. It’s a celebration of kindness, purpose, and the enduring beauty found in ordinary days.

07/23/2026

Benchmarks were never meant to tell investors what to buy. They were meant to describe the market as it existed. But as private capital reshapes how companies grow and when they enter public markets, an important question emerges: What happens when the benchmark begins adapting to the market rather than simply observing it?

Part one at the link in our bio. Stay tuned for part two.

07/21/2026

One question I've heard often this summer: "Why Jackson?" The answer begins with three daughters at camp, but it ends with a commitment to lifelong learning. This season has been an opportunity to study Wyoming's evolving trust landscape, build relationships, and explore ideas that may benefit the families we serve for years to come.

Read the full story at the link in our bio.

Address

2231 20th Avenue South
Birmingham, AL
35223

Opening Hours

Monday	9am - 5pm
Tuesday	8am - 5:30pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://somersetadvisory.com/

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