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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.

09/29/2026

One of Somerset’s research-based communities is attorneys. In fact, Emily Lassiter, Managing Partner and Director, was a practicing attorney before joining Somerset.

We have found that the rhythm of an attorney’s financial life is unlike any other. Whether you’re a partner navigating K-1s, a litigator with irregular cash flow, or an estate lawyer who understands complexity but rarely has time to manage your own financial life, we understand how your work intersects with your wealth.

Stay tuned for a closer look at our approach.

09/10/2026

We call the Southeast home with offices in Birmingham Alabama, Beaufort South Carolina, and Charlottesville Virginia. 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.

09/08/2026

This read comes highly recommended from the Somerset Team. Morgan Housel’s Same As Ever reminds us that while the world is constantly changing, human nature is not. Rather than predicting what’s next, Housel explores the enduring patterns that shape markets, wealth, and decision-making. His greatest lesson is simple: long-term success comes from preparing for uncertainty, not trying to eliminate it.

09/07/2026

Wishing you a happy Labor Day! All three Somerset offices will be closed today as we enjoy the unofficial end of summer. We hope you enjoy the rest of the long weekend! We return to business as usual tomorrow, 09/08.

09/04/2026

One of Somerset’s research-based communities is attorneys. In fact, Emily Lassiter, Managing Partner and Director, was a practicing attorney before joining Somerset. We have found that the rhythm of an attorney's financial life is unlike any other. Whether you're a partner navigating K-1s, a litigator with irregular cash flow, or an estate lawyer who understands complexity but rarely has time to manage your own financial life, we understand how your work intersects with your wealth.

Stay tuned for a closer look at our approach.

09/03/2026

Introducing Breck Scalise, Private Wealth Advisor. We are delighted to welcome Breck as the newest member of the Somerset team. A Virginia native, Breck has built an impressive career in investment management in Boston and Washington, D.C. She and her family have since settled in the bucolic countryside outside Charlottesville, where we were fortunate enough to meet her.

Stay tuned to learn more about Breck and the rest of the Somerset team, and please join us in giving her a warm welcome.

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.

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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