Business ProfileforBarlow Wealth Advisory Group LLC
Additional business information
Joel Barlow, CPA, CFP®
Joel has been in the financial services industry for the past 30 years after graduating from the University of Alabama in 1992 with a Bachelor of Science in accounting. After practicing as a Certified Public Accountant for the first decade of his career with Wilkins, Miller, P.C. in Mobile, AL, Joel assumed the role of Chief Financial Officer of a multi-state holding company called IPC Industries, Inc., also based in Mobile. For the next dozen years, Joel worked for several different large investment companies (Hartford Life Insurance Co. and Cantor Fitzgerald, L.P., e.g.) to assist with securing capital for their lines of investment products. In that role, he acted in an advisory role to many financial advisors/planners across the southeastern United States. He received his Certified Financial Planner designation in 2011 and has been assisting individuals and families with holistic financial and tax planning for many years. He is married to his wife, Kara, and has had the benefit of being the father of two lovely young women, MaryGlynn, 20 and Tanner, 18. Joel is very involved in the Big Brother/Big Sister program. When not working or volunteering, he enjoys watching the Tide play, taking his trusted dog, Oliver, on hikes at Red Mountain Park, and playing golf.
At-a-glance
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Overview
The world of financial planning offers ample opportunity to turn struggle into success. Taxes are one of those areas that specifically impact your finances. I am a CFP® Professional along with being a Certified Public Accountant. With your CFP® Professional along with being a Certified Public Accountant, you can possibly better avoid obstacles and harness opportunities to get the most out of every dollar you have.
Working with your financial future is more than just a one-number goal; it’s a complex web of different accounts and investments, involving consequential decisions along the way. With an advisor who holds the CFP® and CPA credentials, who understands the flow of money, particularly in the potential retention of assets against excess taxation, you can look ahead to future opportunities and make strategic decisions at each juncture.
Business Details
- Location of This Business
- 400 Union Hill Dr Ste 350, Birmingham, AL 35209-2065
- BBB File Opened:
- 8/24/2022
- Years in Business:
- 3
- Business Started:
- 1/3/2021
- Business Incorporated:
- 8/16/2021
- Accredited Since:
- 8/25/2022
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of 6561 for this business, issued by Alabama State Board of Public Accountancy. The expiration date of this license is 12/31/2025.
These agencies may include:
Alabama State Board of Public Accountancy
770 Washington Ave STE 226
Montgomery AL 36104
BBB records show a license number of 8335 for this business, issued by Alabama State Board of Public Accountancy. The expiration date of this license is 12/31/2025.These agencies may include:
Alabama State Board of Public Accountancy
770 Washington Ave STE 226
Montgomery AL 36104
Certified Financial Planner Professional
Certified Public Accountant
- Type of Entity:
- Limited Liability Company (LLC)
- Hours of Operation
Primary
- M:
- 8:00 AM - 5:00 PM
- T:
- 8:00 AM - 5:00 PM
- W:
- 8:00 AM - 5:00 PM
- Th:
- 8:00 AM - 5:00 PM
- F:
- 8:00 AM - 5:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Mr. Joel T Barlow, Owner
- Ms. Bridget Balsamo, Marketing/Client Relationship Specialist
- Contact Information
Principal
- Mr. Joel T Barlow, Owner
Customer Contact
- Ms. Bridget Balsamo, Marketing/Client Relationship Specialist
- Mr. Charles "Charlie" Roush, Tax Advisor/Enrolled Agent (Federally Licensed)
- Mr. Trent Wright, Tax Consultant
- Additional Contact Information
Email Addresses
- Primary
Customer Complaints
0 Customer Complaints
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2 Customer Reviews
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Most Recent Customer Review
Randy and Wanda S
5 stars09/09/2022
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