Broker Check

Team


TrueWealth Advisors, LLC is an independent wealth management firm with offices in Birmingham, AL and Montgomery, AL. We are a boutique firm, bringing expertise in investment management, qualified plans, investment compliance and tax strategy. As a seasoned team of innovative thinkers, we specialize in the complexity of next-generation wealth management.

Through ebbs and flows in investment markets, political cycles, economic trends, and tax-law changes, we help clients strategically align their financial present and future within a world of constant change. By drawing from our accounting, retirement income planning and compliance backgrounds, TrueWealth Advisors, LLC is uniquely equipped to help clients find answers amid complexity.

We believe educated perspectives are the foundation of successful financial planning. As our client, you’ll receive informed guidance and strategies from Advisors who hold a wide range of professional designations, including:

Certified Public Accountant (CPA®)

CERTIFIED FINANCIAL PLANNER® (CFP®)

Accredited Estate Planner® (AEP®)

Chartered Retirement Plans Specialist® (CRPS®)

While TrueWealth Advisors, LLC brings you a broad team of consultants, we also know that comprehensive consulting requires unhindered collaboration with other members of your financial team: legal, accounting and banking professionals. In fact, many of our clients come to us because we’ve been recommended by their trusted accountants, attorneys, board members or bankers. We enjoy collaborating and working with your other professional advisors to strategically create the financial path you desire.

 

Paul B. Marks, CFP® CRPS®

Wealth Advisor

(205) 588-4800

(205) 383-2494

pmarks@truewealthllc.com

Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and independent wealth advisor for individuals, families and small business owners. After graduation from the University of Florida, with a Bachelor’s Degree in Finance,...
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Jason Sims

Wealth Advisor

(205) 588-4800

(205) 383-2494

jsims@truewealthllc.com

Jason is an independent wealth advisor and risk management specialist for individuals, families, and small business owners. Jason, born and raised in Montgomery, Alabama, is a 2001 graduate of Auburn University Montgomery, with a...

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Van Sievers CFP®, CPA, AEP

Wealth Advisor

(334) 286-9806

(334) 284-9910

vsievers@truewealthllc.com

Ernest “Van” Sievers is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, and an Accredited Estate Planner. He holds a master’s degree from Faulkner University’s Harris School of...
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Stephen Sievers, CPA

Wealth Advisor

(334) 567-8459

(334) 284-9910

ssievers@truewealthllc.com

Steve Sievers is a Certified Public Accountant and wealth advisor for individuals and small business owners. Steve is a 1984 graduate of Auburn University with a Bachelor’s Degree in Accounting and Finance. In 1991 he formed...
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Dottie Broadhead

Client Wealth Manager

(205) 588-4800

(205) 383-2494

tw@truewealthllc.com

Amanda Kicker

Client Wealth Manager

(334) 286-9806

(334) 284-9910

clientservices@truewealthllc.com

Amanda entered the Financial Services Industry in the year 2000 as an Administrative Assistant with First Command Financial Services. She then joined Financial Solutions Group in August 2006 as a Client Wealth Manager. Amanda holds a...

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Lu Wallace

Client Wealth Manager

(334) 286-9806

(334) 284-9910

clientservices@truewealthllc.com

Lu entered the Financial Services industry in October 2008 as a Client Wealth Manager. As a Client Wealth Manager Lu provides extensive administrative support to our Financial Advisors and provides optimal customer service to our...

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