205-871-1692
Who Is Paul W. Abele
Paul W. Abele, a born and bred Birmingham native, has devoted over four decades to providing exceptional financial advisory services. Paul W. Abele, a born and bred Birmingham native, has devoted over four decades to providing outstanding financial advisory services. As an Alabama Investment Advisor, he prioritizes his clients' interests, offering a comprehensive range of services, including investment management, retirement planning, financial planning, and estate planning guidance. With his professional designations as a CERTIFIED FUNDS SPECIALIST™ (CFS®) and a FINANCIAL PLANNER ADVISOR (FPA)Bachelor of Science in Finance from The University of Alabama, clients can trust Abele for expert financial guidance and peace of mind. Investment Advisor prioritizes his clients' interests, offering comprehensive services, including investment management, retirement planning, financial planning, and estate planning guidance, with his professional designations as a CERTIFIED FUNDS SPECIALIST™ (CFS®) and a Financial Planner Advisor (FPA). He has a Bachelor of Science Degree in Finance from The University of Alabama, clients can trust Abele for expert financial guidance and peace of mind.
Guiding Principles
Our main focus is our clients. We are committed to our clients' success and we measure our success based on theirs. We will make every effort to understand their needs and to meet or exceed their expectations by providing practical advice, effective implementation, well-designed investments, and always delivering outstanding value. We will consistently update our resources to ensure that we provide our clients with the most current methodologies and knowledge. Teamwork is essential to us. We collaborate in planning, setting standards, and continuously improving and delivering quality service. We also work with teams locally, regionally, and nationally to best serve our clients.
Please keep in mind the following fiduciary oath:
Fiduciary Oath of Paul Woodson Abele
As a fiduciary, I willingly accept legal responsibility for duties of care, loyalty, good faith, confidentiality, and more when serving the best interests of a beneficiary. Fiduciary duty emphasizes the crucial relationship between the fiduciary and the principal or beneficiary on whose behalf the fiduciary acts. It is of utmost importance to meticulously avoid any conflict of interest that could compromise these vital interests.
Key Points:
1. A fiduciary duty encompasses actions taken in the best interests of another person or entity.
2. Fiduciary duty delineates the relationship between an attorney, a client, and a guardian.
3. Fiduciary duties include the duty of care, loyalty, good faith, confidentiality, prudence, and disclosure.
4. It has been convincingly argued that an employee may indeed bear a fiduciary duty of loyalty to an employer.
5. A breach of fiduciary duty arises when a fiduciary fails to act responsibly in a client's best interests.
Duty of Loyalty:
This demands consistently acting in the best interest of the beneficiary, prioritizing their well-being above all else. It necessitates that the fiduciary refrain from taking any actions when a conflict of interest arises concerning the beneficiary's welfare.
Uncompromising Values
Appreciation: This is expressed and received with dignity. Counting our blessings and helping others see theirs.
Collaboration: Authentic and passionate engagement with others towards meaningful, extraordinary results and relationships. All voices have value and importance.
Excellence: A promise to those we serve and ourselves to continually improve, raise our standards, and give our best.
Integrity: We are honest and authentic in all our actions and relationships, with a willingness to accept discomfort to maintain it.
Passion & Fun: Having enthusiasm and passion for our profession while creating a happy and healthy environment.
Integrity Statement Integrity is a fundamental part of our philosophy. Our commitment to integrity means that all of my actions and relationships are based on these uncompromising values:
Please remember the following values:
Uncompromising Values
- Our business approach uses the Efficient Market Theory, Modern Portfolio Theory, and the Fama French 4 Factor Model.
- Communicate honestly.
- Comply with applicable laws and regulations.
- Deal fairly in all our relationships.
- Take responsibility for our actions.
- Honor our commitments and obligations.
- Treat each other with respect.
- Commitment to steady, long-term improvement.
- Approach our work with a focus on results, a sense of timeliness, and a healthy dissatisfaction with the status quo.
- Demonstrate leadership that encourages teamwork, open communications, and mutual trust.
- Maintain our firm’s independence and local control to better serve our community’s clients and professionals.
Managing your wealth with a focus on investment rules and academic research.
Get in touch
Telephone: (205) 871-1692
E-mail: paul@canterburyadvisor.com
Address: Suite 201 300 Office Park Drive, Moutain Brook, 35223, AL, United States
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