Professional Asset Strategies LLC

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Professional Asset Strategies is a CPA firm based in Birmingham, Alabama and Binghamton, New York that specializes in wealth management and financial planning. As an independent advisor we serve as a fiduciary to allocate investments amongst all the accounts a client owns. We help to setup and maintain the appropriate asset allocation in a 401k, IRA, Roth IRA, SEP IRA and any other investment accounts. We are proud to have assisted in creating multi generational succession plans to preserve inheritance within a family. Our planners have achieved and maintain the following certifications: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Certified College Planning Specialist (CCPS), Jurist Doctorate (JD), Masters of Accounting (MACC), and Masters of Business Administration (MBA). Our fee-only approach allows us to invest our clients' futures using modern portfolio theory to outperform the market with Dimensional Fund Advisors (DFA) and several other investment managers and vehicles.
This Website has been designed to become a helpful resource tool to you, our valued clients and visitors. As you browse through our Website, you will see that not only have we included a firm profile and a description of the services we provide, but have also included useful resources such as informative newsletter articles and interactive financial calculators. In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors.
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
If you have any questions about our firm or the services we offer, please call 205-298-1234 or toll free at 1-877-340-5584