not just greater clarity.
deeper purpose.
Anthem Advisors provides financial planning in Huntsville, AL that honors your story, your family, and your faith.
FINANCIAL PLANNING IN HUNTSVILLE, AL
Anthem advisors seeks to honor god by equipping investors on their stewardship journey.
You are an investor, but you’re so much more than that.
You are a member of a family, and maybe the member of a church. You’re part of a workplace, or a volunteer at a local organization. You have hobbies, you go on family vacations, and you have a full, busy life.
You also have questions and concerns that keep you awake at night.
You have a story. We want to honor every part of it. Our planning is intentional and tailored to your needs, wants, values, and goals.
your values. your future.
our anthem.
Finances can often feel complex, especially when you lead a busy life. At Anthem Advisors, we start with the basics to help you gain clarity. For our clients to live well, we take a holistic view and help them set goals pertaining to three key areas.
Stewardship
We’ll explore how you manage your resources, optimize your outcomes, and determine how your stewardship reflects what you value most.
Investments
Your portfolio can have purpose. While investments are an avenue for generating income, we’ll also explore how your portfolio can align with your faith.
Planning
Whatever your goals are, we’ll create a plan that drives you toward those goals. By putting each piece together, we’ll help you see your future more clearly.
Kingdom Impact Made possible By you
Anthem Advisors is blessed to have the ability to donate 20% of company profits to local, national, and international charities. This generosity would not be possible without our incredible clients and the trust they have in our team and abilities.
We have been able to make a positive impact on over 15 local and global charities, including:
imagine a life of peace, purpose, and clarity
Our goal at Anthem Advisors is to give you permission. Permission to pursue your goals and dreams in retirement. Permission to stretch your generosity further. And permission to let go of your financial uncertainties. In order for this to be possible, you need sound advice. Our CEO Cavett saw the need for solid advice in his own family growing up, and witnessed the consequences of no plan at all.
Proud to be in partnership with OneAscent Financial Services, LLC
Our firm is part of a nationwide network of independent advisors, OneAscent Financial Services, LLC. OneAscent Financial Services, LLC is made up of independent firms across the country, helping clients and families find clarity, confidence, and contentment in their financial lives.
As an independent firm of OneAscent Financial Services, LLC, we can provide the resources and thought leadership of a national company, while still knowing you by name when you stop by. We are committed to helping you and your family align your stewardship, investments, and financial plans with your values.
Financial Advisors in Huntsville, AL
We’re located just south of downtown Huntsville, easily accessible off Memorial Parkway.
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110 Lily Flagg Rd SW
Huntsville, AL 35802 - Monday-Friday: 8 a.m.-5 p.m.
- 256.288.0192
Frequently asked questions
Working with Anthem Wealth Advisors
Where is Anthem Wealth Advisors located, and do you work with clients outside Alabama?
Anthem Wealth Advisors is headquartered at 110 Lily Flagg Rd SW in Huntsville, just south of downtown off Memorial Parkway. We serve families and business owners across North Alabama, including Madison, Hampton Cove, and Owens Cross Roads, and we often work with clients across the U.S. by video (Zoom). This way, you can receive your fiduciary guidance in person, from home, or both; we aren’t limited by geography! Many clients prefer video for its convenience without sacrificing the benefits of an in-person relationship. Generally, our office is open Monday through Friday, 8 a.m. to 5 p.m. Call 256.288.0192 or visit Talk With Us to start a conversation.
Who does Anthem Wealth Advisors typically work with?
Anthem Wealth Advisors typically works with households that have $500,000 or more in investable assets and are approaching a major financial transition, such as retirement, the exit/sale of a business, the loss of a spouse, or an inheritance. Most clients want a financial plan that honors both their goals and their values. They value a long-term relationship with a trusted advisor and are pursuing contentment and generosity along with growth. Anthem Wealth Advisors also works with business owners preparing to exit their business in the next two to five years.
How is Anthem Wealth Advisors different from other financial advisors in Alabama?
At Anthem Wealth Advisors, we believe your investments should reflect your values as well as your financial goals. That’s why we offer exclusively faith-based investment portfolios.
Our CEO, Cavett Cooper, holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Kingdom Advisor® (CKA®), and Certified Exit Planning Advisor® (CEPA®) designations, as well as an MBA. His background brings together financial planning, biblical stewardship, and business transition planning.
We walk alongside individuals and families through significant financial transitions, including retirement, selling a business, losing a spouse, or receiving an inheritance. During these seasons, we help you make thoughtful financial decisions guided by your goals and what matters most to you.
Because stewardship involves more than accumulating wealth, our financial planning process also considers tax-efficient generosity alongside saving, investing, and retirement planning.
Our multidisciplinary, five-step planning process brings these pieces together, with ongoing Stewardship Reviews as your life and priorities change.
What happens when I first contact Anthem Wealth Advisors?
Your first step is a short call with an Anthem Wealth Advisors team member to talk about your needs and whether Anthem is a good fit for you. Following the call and prior to your initial meeting, you may then be asked to complete a brief online questionnaire, so the team better understands your situation before you meet. If it looks like a fit, we’ll schedule a discovery meeting of about 60 to 90 minutes, in person or by Zoom. In that meeting, our team more fully learns about your goals, your family, and your values, and explains how Anthem’s services could help.
How does Anthem Wealth Advisors charge for its services?
Anthem Wealth Advisors charges an advisory fee (percentage), based on the value of assets we manage for you. Anthem’s management fees are paid through this advisory fee; we do not charge for trades and we do not sell commission-based investment products. Insurance works differently: when a client buys a policy through Anthem, Anthem receives a commission from the insurance company. Anthem’s Form CRS and Form ADV Part 2A describe fees and compensation in full.
Is Anthem Wealth Advisors a fiduciary?
Yes. When Anthem Wealth Advisors provides advice and counsel, it acts as a fiduciary, which means it is always required to act in your best interest and to disclose conflicts of interest. Cavett Cooper is also a CERTIFIED FINANCIAL PLANNER® professional, and CFP Board’s standards require him to act as a fiduciary when providing financial advice.
What does Anthem Wealth Advisors not do?
Anthem Wealth Advisors focuses on comprehensive financial planning and long-term portfolio management for households in or approaching a major transition. Anthem does not offer budgeting coaching, debt management or consolidation, or help with credit scores. It is also usually not the right fit for someone just starting to invest with small monthly contributions, or for someone who wants an advisor to buy specific stocks at their direction. Anthem manages portfolios on a discretionary basis, which means the team makes day-to-day investment decisions within the strategy you agree on together, without calling you for approval before each trade.
Let's Talk
It’s time for financial advice that honors your story. Let’s talk about how we can bring together your stewardship needs, investment opportunities, and planning potential to create a strategy that works for you.
