Steadmont Advisors

Steadmont Advisors Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Steadmont Advisors, Financial service, 2204 Lakeshore Drive, Suite 100, Homewood, AL.

Steadmont Advisors is an independent registered investment advisor dedicated to serving individuals and families with a holistic, family office approach to wealth management.

09/01/2026

For families with college-bound kids, FAFSA planning often starts earlier than expected, sometimes over a year before that first tuition bill arrives.

It's easy for these details to get lost in the excitement of college tours and acceptance letters. That's where we come in. We help families think ahead, so the financial side of this milestone feels manageable, not overwhelming.

FAFSA opens October 1 for the 2027–2028 school year. If you're approaching this stage of life, we're always happy to talk through what's next.

08/27/2026

At the end of the day, our job isn't just about numbers, it's about you. Your goals, your story, and the life you're working toward.

That's why we love our book club so much. Conversations like these remind us that good financial guidance starts with listening. Really listening. To what matters to you, what keeps you up at night, and what you're hoping to build for the people you love.

Whether it's planning for retirement, thinking through how to give well, or just making sense of "someday," we're here for the conversation. No agenda, no pressure. Just people who care, ready to listen.

If you've been wanting to talk through your goals, we'd love to hear them. Start the conversation → https://bit.ly/3xEa23A

Trump Accounts are getting national attention this week . The new Treasury rules would let parents redirect up to $2,500...
08/18/2026

Trump Accounts are getting national attention this week . The new Treasury rules would let parents redirect up to $2,500 in wages, pre-tax, into their kids' accounts.

Here in Birmingham, we're already fielding questions from families trying to figure out if this changes anything for them. Short answer, per Taylor Hart's take in Bloomberg this week: it makes funding the account slightly more appealing, not the account itself.

If you're weighing Trump Accounts against a 529 or custodial account, that's exactly the kind of conversation we love having.

🔗 Read the full story on Bloomberg - https://bloom.bg/4g4uJt1

08/10/2026

Every family saves for their kids a little differently and honestly, there's no single "right" account.

We put together a quick guide to five options families are weighing right now, from the classic 529 to the brand-new Trump Account. Swipe through, and if one raises more questions than it answers, that's what we're here for.

No matter where you're at in your wealth journey, we'd love to help you think through what fits your family best.
https://bit.ly/3IPu6SA

Hosted by Amy Drinkard, AWMA™, this quarterly, casual conversation brings together clients and friends of the firm to ex...
07/29/2026

Hosted by Amy Drinkard, AWMA™, this quarterly, casual conversation brings together clients and friends of the firm to explore ideas around money, purpose, and perspective.

Our next book club discussion features Die With Zero by Bill Perkins. a book that challenges conventional personal finance wisdom by making a simple but provocative argument: stop accumulating wealth for its own sake, and start investing in the experiences that make life worth living.

Perkins reminds us that money is a tool, not a destination. And if you leave too much of it behind, you may have traded your most valuable resource — time — for something you never got to use.

Whether you agree with his stance or not, it's a natural conversation starter for anyone thinking about how to balance living fully today with leaving something meaningful behind and that's exactly what makes it worth talking about.

📅 Tuesday, August 25 | ⏰ 10:00–10:45 AM CST

💻 Virtual (Zoom)
Whether you finish the book or not, just bring your curiosity (and coffee)!

👉 Register to join the conversation.
https://bit.ly/4p7QVFy

When we launched Steadmont, we hoped Birmingham would trust us with what matters most. Two years later, Financial Adviso...
07/24/2026

When we launched Steadmont, we hoped Birmingham would trust us with what matters most. Two years later, Financial Advisor Magazine has named us a Top RIA in the $250M–$500M category for the second-year running.

We don't take that lightly. It's a reflection of the clients who've believed in us since day one, and the community that's made this firm feel like home. Thank you, Magic City.

📸 Taylor Hart, Amy Drinkard, Mimi Dunn, Tyler Decker, Amy Lanier, and Charlie Teague

***The FA Magazine 2026 RIA Ranking was based on data as of December 31, 2025. Firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. There was no compensation to be considered for this ranking.

Summer is officially here, and with it comes all the things we've been looking forward to. Trips, dinners out, weekends ...
07/22/2026

Summer is officially here, and with it comes all the things we've been looking forward to. Trips, dinners out, weekends away, activities with the kids. It's also the season that has a quiet way of adding up.

A few things that actually help:
→ Set a number before the season starts, not after
→ Pick one or two experiences to spend freely on and let the rest be simple
→ Do a quick check-in around mid-July before things get away from you

Enjoying summer and staying on track financially aren't in conflict. They just take a little intention up front.

If you want help thinking through how summer fits into your bigger financial picture, we're always a call away.

Did you know? Starting July 4th, families can begin making contributions to Trump Accounts, a new investment account des...
07/16/2026

Did you know? Starting July 4th, families can begin making contributions to Trump Accounts, a new investment account designed to give children a head start on their financial future.

Unlike IRAs, there's no earned income requirement, meaning a child can start benefiting from long-term growth from day one.

We're happy to help you think through whether a Trump Account fits into your family's bigger picture.

📖 Read more: https://bit.ly/4gZBKft

InvestmentNews marked 250 years of American independence by talking with advisors about what going independent really ta...
07/13/2026

InvestmentNews marked 250 years of American independence by talking with advisors about what going independent really taught them, and Taylor shared Steadmont's story as part of the feature.

For him, the decision wasn't really about leaving a big institution behind. It was about what happened next:

"When long-time clients chose to follow us, they were placing their confidence in relationships we had built over many years, and that was one of the most meaningful validations we could have received as we launched our firm."

Two and a half years later, that's still the foundation everything is built on. Grateful for our clients and this community for making it possible.

Read the full feature: https://bit.ly/4vmP9BQ

250 years of freedom, community, and independence.A milestone worth celebrating and a reminder that the best chapters ar...
07/04/2026

250 years of freedom, community, and independence.

A milestone worth celebrating and a reminder that the best chapters are still being written. Happy Fourth from all of us at Steadmont.

Address

2204 Lakeshore Drive, Suite 100
Homewood, AL
35209

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+12057217005

Website

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