Experience
What it feels like to be known, not just served.
At Somerset, we believe the best financial plans are built on more than numbers. They’re shaped by conversations, shaped by clarity, shaped by you. That’s why we created CLARITIES—to guide our process. But what you’ll remember most is the experience.
This is where it lives: the insights, the invitations, and the quiet confidence that grows when you’re surrounded by people who understand what matters most.
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.
Thought Leadership
Our take on the questions clients are actually asking. Written to make sense of complexity—not to add to it. Always grounded in research, always shaped by real conversations.
Events
We host gatherings that reflect our values: elegant, welcoming, and built for real connection. From our Mahjong & Money series to our annual Somerset Day celebration, every event is designed to bring CLARITIES to life in community.
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.