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About Somerset Advisory
Somerset Advisory is a fee-only fiduciary wealth management firm specializing in complex financial planning for families and women at points of transition and growth. Somerset’s proprietary CLARITIES fiduciary planning framework brings structure and clarity to investment decisions, business and estate complexity, and long-term stewardship. With offices in Birmingham, Alabama and Beaufort, South Carolina and Charlottesville, VA. Somerset serves clients nationwide who value depth, coordination, and disciplined decision-making.
About Somerset Advisory
Somerset Advisory is a fee-only fiduciary wealth management firm specializing in complex financial planning for families and women at points of transition and growth. Somerset’s proprietary CLARITIES fiduciary planning framework brings structure and clarity to investment decisions, business and e...
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(3) Reviews for this company
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5 Stars
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Margaret Little
Intelligent advisors with access to the best investors in the industry. I trust that my needs are known, understood and met. I am 100% satisfied with the services rendered by Somerset!
J
James 'Pat' O'Neal
Absolutely the most caring group of fiduciary financial planners in the industry. I have been with 4 organizations over the past 40 years and Somerset is the most capable and professional...more so than two major investment houses. They … More
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Lauren Nichols
I’ve been with Somerset for a little over 3 years now and will never go anywhere else! They do an outstanding job of tailoring their services to meet your exact needs and have an incredible amount of resources from the absolute best in the industry. Forever grateful for the peace of mind they provide me.
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
L
Lauren Nichols
I’ve been with Somerset for a little over 3 years now and will never go anywhere else! They do an outstanding job of tailoring their services to meet your exact needs and have an incredible amount of resources from the absolute best in the industry. Forever grateful for the peace of mind they provide me.
J
James 'Pat' O'Neal
Absolutely the most caring group of fiduciary financial planners in the industry. I have been with 4 organizations over the past 40 years and Somerset is the most capable and professional...more so than two major investment houses. They … More
M
Margaret Little
Intelligent advisors with access to the best investors in the industry. I trust that my needs are known, understood and met. I am 100% satisfied with the services rendered by Somerset!
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