By building your savings and living within your means, you’ve already taken an important step on the road to financial security. We’re here to illuminate that path by creating a disciplined financial and investment plan designed to help you meet your most important goals.

Financial planning can be a complex and even overwhelming process. Our process fosters clarity and transparency. As a fee-only firm, we are completely independent.  We don't sell products and never receive commissions.

We’re committed to acting in your best interests by crafting a holistic financial plan and a low-cost, sustainable investment plan to achieve your goals. When you’re ready to begin brightening your financial future by working with us, our Resources page contains our client forms, policies and more.

Who We help

✔ Those within 10 years of retirement or have retired within the last five years
✔ Service oriented professional in healthcare, education, and non-profit
✔ Government contractors and NASA employees
✔ Those with inherited or inheriting assets
✔ People in transition such as new parents, widow(er), divorce, new job and relocation, or making major purchases (home buyers, 2nd
home/vacation home, etc)
✔ People with a good sense of humor


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Scott D. Cole, CFP®, AIF®

A Certified Financial Planning™ Professional and Accredited Investment Fiduciary™. Scott is the founder and president of ColeFP. 

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Phylis Simmons RP®

A Registered Paraplanner®, Phylis is the Office Manager and Client Liasion for ColeFP.  

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Ronnie Colvin, M.S., CFP®

Ronnie is the newest member of the ColeFP team.  Ronnie will be working to establish our second office in Huntsville, AL.


 

COLEFP and WEALTH MANAGEMENT, INC.

Birmingham Office Mailing Address:

P O Box 36608
Birmingham AL 35236
P. 205.477.5118

Madison/Huntsville Office Mailing Address:

250 Sun Temple Drive
Suite C-3
Madison, AL 35758
P. 256.617.7189