Events
Where CLARITIES comes to life—in conversation, community, and shared moments.
At Somerset, our events are an extension of how we work: thoughtful, grounded, and designed for connection. They’re not about filling rooms. They’re about filling the right rooms with the right people—people who are ready to think, share, and laugh together. Whether you’re new to us or have been with us for years, you’re always welcome.
As a boutique fiduciary, Somerset Advisory is dedicated to your complete success.
To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision.
For some families, this looks like a specific retirement age. For others, it is the confidence to pursue a lifestyle passion knowing that you are not jeopardizing your future. Others may face specific restraints such as a family member with special needs or a family business that has an outsized impact on your net worth and needs careful planning.
Mahjong & Money
Finance meets friendship over a classic game of strategy. Our Mahjong & Money series blends personal connection with practical wisdom—making financial conversations feel as relaxed and rewarding as a good night with friends. Whether you’re new to the tiles or a seasoned player, this is a space where strategy, clarity, and community meet.
Somerset Day
A once-a-year gathering, Somerset Day is our way of saying thank you. It’s part celebration, part reflection, and all heart. We bring together our clients, our team, and our extended Somerset family to honor the work we’ve done together and the future we’re building. Expect meaningful conversations, joyful moments, and a few surprises along the way.
Coming Soon
Our gatherings are more than events—they’re experiences designed to make CLARITIES feel personal, warm, and real.
READY TO BEGIN?
Call us at 205.518.7494 or click the button below to schedule a meeting.
HIGHLIGHTS OF SOMERSET ADVISORY
Here are some at-a-glance aspects of Somerset Advisory that are helpful to know:
We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value.
Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate.
As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, click here to request a copy of our pricing guide.
We do not take custody of your assets. You will always have independent access to your investments via your custodian. While we are able to work with multiple custodians, Fidelity Investments is our preferred choice.
Somerset Advisory operates under the legal framework of Hightower Advisors, which provides our back office support for regulatory, tech, and administrative services.