My personal mission is to assist clients in all aspects of accumulating, preserving, enjoying, and distributing wealth.

For over 36 years I have been a financial advisor. I have worked with individuals, families, and company retirement plans to provide what I believe is exceptional investment management and holistic financial planning services.

As an Investment Advisor, I am a fiduciary to my clients and dedicated to put our clients’ interests first. From investment management, retirement planning, financial planning, estate planning guidance, and tax planning guidance – our goal is to help you on your path to financial success.

Paul W. Abele

CFS, FPA


My name is Paul W Abele, I was born and raised here in Birmingham, Alabama. My lovely wife is Bartley Statham Abele and my two boys are Paul and Charles.

I have been a financial advisor for over 37 years working with individuals, families, and company retirement plans to provide exceptional investment management and holistic financial planning services. I am dedicated to my clients providing experience and service. I hold a designation as a CERTIFIED FUNDS SPECIALISTSTM (CFS®), and Financial Planner Advisor (FPA).

I hold a Bachelor of Science Degree in Finance from The University of Alabama and interned at Merrill Lynch while attending the University.  As an Investment Advisor, I have a Fiduciary duty of care and dedicated to put my clients’ interests first. From investment management, retirement planning, financial planning, estate planning, and tax planning guidance – my goal is for your financial peace of mind.  Estate Planning Guidance While accumulating and a goal toward conserving wealth throughout your life, you want to know how those assets will be distributed after your passing. This distribution requires thoughtful planning and a current Estate Attorney. Estate planning may need to go beyond simply having a Will or Durable Power of Attorney. You may want to consider a trust to accomplish specific goals such as maintaining privacy, charitable giving, or college funding. We will work with you and your estate planning attorney so your estate plan is setup as you wish. We will talk about trusts, charitable giving, or other ideas you have for your estate.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

MARIANN MONTAGNE, CFA®

Portfolio Manager of Gradient Investments, LLC