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Alan Wallace

Alan Wallace, CFA®, CWS®, ChFC®, CLU®

Sr. Private Wealth Advisor
Montgomery, AL

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Alan Wallace is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Montgomery, Alabama.

As an experienced wealth advisor to individuals, families, and businesses, Alan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Alan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue Trust in 1997, Alan was a senior financial analyst with the Clements Agency of New England Financial. In addition, Alan founded his own fee-only financial planning and investment management firm in the mid-1980s in Dothan, Alabama.

Alan graduated with highest honor from Auburn University. He and his wife, Sandy, live in Montgomery, Alabama and have two grown sons.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

Resources from Alan

  • How Much is Enough?

  • What You Need to Know Before Filing an Insurance Claim