Alec Medlin CFP®

As a Certified Financial Planner (CFP®) I specialize in guiding individuals and families toward financial success through personalized wealth management and comprehensive financial planning. My goal is to help our clients make informed financial decisions to secure their legacy.

I believe it’s harder than ever for clients to find clear, unbiased wealth management and planning expertise without a sales pitch for product attached.

I take a structured fee-only approach to wealth management, ensuring your plan aligns with your personal objectives and long term vision. As a Fiduciary with a distinct focus on portfolio design, tax mitigation, and estate efficiency, my services are tailored to your needs – helping you navigate your life and money with confidence and clarity.

I am proud of the difference I make in clients lives as one of the few fee-only fiduciaries in the marketplace today. I do not sell product or pay commissions of any kind. I structured investgro this way with one purpose in mind – to align my financial incentives with yours. I take pride in educating my clients, ensuring that you not only understand your financial strategy but also feel confident in the steps we’re taking together. Transparency and integrity are at the heart of everything I do, and I’m here to help you build the future you deserve.

Contact me today to schedule a free discovery call.