Somerset Advisory

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.

Trump Accounts (530A Accounts) have been a popular topic as of late. Our goal is always to come to the table with though...
06/01/2026

Trump Accounts (530A Accounts) have been a popular topic as of late. Our goal is always to come to the table with thought leadership when a topic is especially
relevant. Recently, we took a deep dive on our blog to provide further insight.

We routinely run customized projections comparing Trump Accounts, 529 plans, or a combination of both based on your child’s age, contribution level, and long-
term goals. If you’d like to see how these options might look for your family, we’re happy to model several scenarios and walk through the results together.

05/28/2026

One of our research-based communities here at Somerset is Women and Families. We don’t treat women as a “niche” because women make up half the population, and they don’t all share the same concerns. It’s no secret that the financial services industry was built for men by men, so Somerset is rewriting the standards for how women are served by financial professionals.

Taxes is the sixth step in our CLARITIES process. Security and stewardship guide the path while we conduct a comprehensi...
05/25/2026

Taxes is the sixth step in our CLARITIES process. Security and stewardship guide the path while we conduct a comprehensive tax review to help optimize your financial strategies as part of your journey. Take the CLARITIES quiz to find an approach that aligns with your current season. Check the link here: https://hubs.li/Q04gPbn10

Recently we’ve been asked a lot about 529s vs. 530A “Trump Accounts,” and which offers better advantages when setting up...
05/20/2026

Recently we’ve been asked a lot about 529s vs. 530A “Trump Accounts,” and which offers better advantages when setting up a savings structure for new generations.

While both offer long-term growth potential, the child’s age at the time contributions begin can play a major role in determining which strategy is most effective. To read more insights on this, click the link in our bio.

In a recent blog post, Lauren Pearson, Managing Director and Partner, walked us through a pattern we see often enough to...
05/14/2026

In a recent blog post, Lauren Pearson, Managing Director and Partner, walked us through a pattern we see often enough to write about. A founder, a partner, someone running their own business but classified as a W-2 employee, has been funding a Health Savings Account for years through payroll.

For the full story behind this pattern, and potential solutions, read the full piece by clicking the link here: https://hubs.li/Q04g8Wf00

If any of this prompts a question about your own situation, that is the right instinct. We are happy to review prior W-2s and returns alongside your CPA to confirm the treatment was correct.

05/13/2026

A passion for giving is a common thread across many of our clients and is shared by our team. From establishing a family foundation to utilizing donor advised funds, you will find that charitable giving strategies are celebrated at Somerset.

05/11/2026

Introducing Mic’d Up Mornings where we use coffee talk to share our insights on what’s current. For our first episode we were feeling inspired by wedding season, and Lauren is sharing what she would do if she were getting married right now.

Happy Mother’s Day! Today, we celebrate those who nurture. Somerset is not only a women-led firm, but one led by mothers...
05/10/2026

Happy Mother’s Day! Today, we celebrate those who nurture. Somerset is not only a women-led firm, but one led by mothers. That perspective has shaped our focus on educating and involving the next generation in conversations around wealth and stewardship.

Somerset is a women-owned advisory firm that provides structure for complexity and clarity across generations. With offi...
05/04/2026

Somerset is a women-owned advisory firm that provides structure for complexity and clarity across generations. With offices in Birmingham, AL, Beaufort, SC, and Charlottesville, VA, Somerset serves clients nationwide who value depth, coordination, and disciplined decision-making.

Celebrating Lauren Pearson, Managing Director and Partner, on being named to Forbes’ Top Wealth Advisors in Virginia! Th...
05/01/2026

Celebrating Lauren Pearson, Managing Director and Partner, on being named to Forbes’ Top Wealth Advisors in Virginia! The eighth annual ranking of Forbes State Wealth Advisors is based on both quantitative and qualitative factors.

We couldn’t be more proud of our fearless leader and all she has accomplished!

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

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