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Aaron K

CFP®

Overland Park, KS

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 45 near 36542

Out of 400,000+ nationwide

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Jason K

CFP®, Series 63, Series 65

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Scott H

Series 63, Series 65

Perdido Key, FL

Merrill

Scott Hardie is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has focused his career on family wealth and liability management to support financial decision-making for family members. Scott has been with Merrill Lynch since 1996 after returning to New Orleans following his earlier banking career. Scott graduated with a Bachelor's degree from the University of Mississippi and completed graduate studies at George Washington University. Prior to joining Merrill Lynch, he spent 11 years in Corporate International Banking. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Scott serves as a Board Member of the Metropolitan Crime Commission and the YMCA of Greater New Orleans. He is a native of New Orleans and a graduate of Isidore Newman School.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Robert M

Series 66

Gulf Shores, AL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance
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Lisa C

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement withdrawal strategies Passive / index investing Wealth management ESG / Sustainable investing
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Travis H

Series 63, Series 65

Gulf Shores, AL

Merrill

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

Wealth management
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Chantz B

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
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Jason D

Series 63, Series 65

Gulf Shores, AL

Dyken Wealth Strategies, Inc.

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Christopher B

CFP®, Series 66

Orange Beach, AL

Bridgeworks Asset Management, LLC

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John G

Series 63, Series 65

Elberta, AL

Grant Financial Group

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Lance W

Series 63, Series 65

Orange Beach, AL

NewSong Capital Management, Inc.

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