“We are in the confidence building business. We’re here to to help people not be fearful of their financial futures.”


Multigenerational Wealth Trust and Estate Planning

This type of financial planning isn’t a luxury. It’s a necessity. I learned that when my father passed away in his 50s and left my mother with the challenge of sorting out the family’s finances. As a result, I am passionate about helping families utilize trusts, estate planning and tax strategies to craft their personal legacy and preserve their wealth across multiple generations.

Financial Planning

Retirement planning is a key element of any financial plan. But a comprehensive plan should also cover tax management, college funding, estate planning, charitable giving and distribution strategies. Having an "investment person" is just not enough. You need a CERTIFIED FINANCIAL PLANNER™ who will help you create a lifelong plan to prepare you for retirement and everything else along the way.

Risk Management/Portfolio Construction

Investments are the foundation upon which a long-term, goal-based financial plan is built. Yet it’s equally important to have a risk management strategy to protect the wealth you’ve worked so hard to accumulate. Working together, we can create a portfolio that contains targeted investments for every phase of your life as well as risk management products to give you invaluable peace of mind.

Business Financial Planning Services/Institutional

Many people believe financial planning is reserved for personal finances. But the truth is, every business should also have a comprehensive financial plan with short- and long-term goals, cash flow management and risk management strategies, retirement and succession planning, and more. Together, we can build a plan to prepare your business — and you — for a strong financial future.

Complete List of Services

About Irby

Irby has a deeply personal reason for wanting to help people gain financial control and confidence. His father passed away in his 50s, leaving Irby’s mother with a very complicated estate and business. This experience galvanized his desire to help families overcome financial anxiety with multigenerational financial planning and be confident about the future. His areas of expertise include:

  • Multigenerational Wealth Trust and Estate Planning
  • Financial Planning
  • Risk Management/Portfolio Construction
  • Business Financial Planning Services/Institutional

Irby’s been around the financial services industry for quite some time. Thirty-five years to be exact. And during that time, he’s had the opportunity to see the industry from many angles. He’s worked in commercial insurance, investment research and selection, portfolio design and, at one point, he was co-advisor to a $300 million retirement plan.

So, what does that mean? It means Irby has a deep well of knowledge and experience he can draw from to help his clients plan for and achieve their goals. In addition to all that knowledge and experience, Irby is driven by an equally deep appreciation of the impact sound financial planning can have a on a family.

Because when you come right down to it, financial planning isn’t about money. It’s about people, their passions, their anxieties and their sense of well being. It’s also about families, complex relationships, priorities and hopes for the future.

He knows because he is the father of five children and fifteen grandchildren. Providing for their long-term well being means everything to him. And you can rest assured Irby will work as hard to secure your family’s future as he does his own.

Irby is a graduate of The University of Alabama in Tuscaloosa. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner and a member of the National Association of Estate Planners and Councils. When he’s not helping his clients prepare for the future, Irby is with his family or serving children through his work with the Montgomery Kiwanis Club.

“I want to be your family’s trusted advisor with investment and financial planning, but I also want to give you confidence and peace of mind about your family’s future for many, many years.”

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