Millsap & Overby Wealth Management

Millsap & Overby Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Millsap & Overby Wealth Management, Financial service, 7460 Halcyon Pointe Drive, Ste 101, Montgomery, AL.

Our team, Temple Millsap, Amanda Overby and Kim Bivens work together to provide you knowledge, guidance and expertise to achieve your financial goals and objectives.

✨Financial Tip Friday✨Market ups and downs are normal. Staying focused on long-term goals can help avoid emotional decis...
06/05/2026

✨Financial Tip Friday✨

Market ups and downs are normal. Staying focused on long-term goals can help avoid emotional decisions. 🌊 📈📉

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/03/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

raymondjames.com

✨Financial Tip Friday✨Tracking expenses can help uncover spending leaks and improve saving opportunities. Awareness is p...
05/29/2026

✨Financial Tip Friday✨

Tracking expenses can help uncover spending leaks and improve saving opportunities. Awareness is powerful! 👀📈

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

raymondjames.com

✨Financial Tip Friday✨Make your goals Specific, Measurable, Achievable, Relevant, and Time-bound for a clearer path to s...
05/22/2026

✨Financial Tip Friday✨

Make your goals Specific, Measurable, Achievable, Relevant, and Time-bound for a clearer path to success. 🚀💰

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negoti...
05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com

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7460 Halcyon Pointe Drive, Ste 101
Montgomery, AL
36117

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