When was your company founded? The Longleaf Wealth Management team was formed in 2008.
How many employees do you have in the River Region? UBS: 15; Longleaf Wealth Management: 4
What are your primary products and services? Our primary services include personal wealth management for individuals, their families and their businesses. This includes investment management, tax and estate planning, business transition/succession planning, life insurance review/planning and debt management — really all things financial.
What sets your company apart? Our team approach allows us to deliver the best results possible. We take great pride in having strong, personal relationships with our clients. When you really know your clients and have empathy for whatever their situation may be, you will do a better job for them. We are not simply thinking about numbers and analytics but about what is best for that specific individual or family.
Milestones & Awards: Our partner Rebecca Baker is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®), a Retirement Plan Consultant and a Certified Exit Planning Advisor (CEPA). Our partner Matthew Murphy is a Certified Financial Planner (CFP®) who has been listed as UBS Top 35 Under 35 (2018, 2019), Forbes Top Next Generation Wealth Advisor (2018, 2019, 2020) and Forbes Best in State, Alabama (2019, 2020).
4001 Carmichael Road, Suite 400 / Montgomery, AL 36106
334-260-3877 / ubs.com/team/longleaf