Team
TrueWealth Advisors, LLC is an independent wealth management firm with offices in Birmingham, AL and Montgomery, AL. We are a boutique firm, bringing experience in investment management, qualified plans, and tax-advantaged investment strategies. As a team of innovative thinkers, we focus on the complexity of next-generation wealth management.
Through ebbs and flows in investment markets, political cycles, economic trends, and tax-law changes, we can help clients strategically align their financial present and future within a world of constant change. By drawing from our accounting, retirement income planning, and professional 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®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Chartered Retirement Planning CounselorSM (CRPC®)
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 advisers to strategically create the financial path you desire.
Paul B. Marks, CFP® CRPS®
Chief Executive Officer - Wealth Advisor
(205) 383-2494
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,...
Jason Sims
Chief Investment Officer - Wealth Advisor
(205) 383-2494
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...
Daniel Jones, CFP®, CRPC®
Chief Operating Officer - Wealth Advisor
Daniel has been diligently working in the Financial Services Industry for fourteen years. He received his education from Auburn University with a degree in Finance and a minor in Accounting. After finishing school, he worked almost...
Stephen Sievers, CPA
Wealth Advisor
(334) 284-9910
Amanda Kicker
Client Wealth Manager
(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...
Lu Wallace
Client Wealth Manager
(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...
