Mayfair Advisory Group, LLC

Samuel Kirkpatrick is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mayfair Advisory Group since 2019, following 19 years at BHK Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and uses a committee-based investment approach that incorporates mutual funds, ETFs, separately managed accounts, and selected independent managers.

Charles Smith is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 66 designation with 23 years of industry experience. He previously worked at BHK Investment Advisors, LLC for five years before joining Mayfair Advisory Group in 2019. Outside of his advisory role, he has a minority ownership interest in a family limited partnership unrelated to investment activities. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs an Investment Committee to tailor portfolios using mutual funds, ETFs, separately managed accounts, and selected independent managers.

Jadie Burney is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, holding a Series 65 designation with four years of industry experience. Prior to joining Mayfair Advisory Group, she worked at BCR Wealth Strategies for four years and has experience outside of finance through her work with the YMCA. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and utilizes an Investment Committee to guide portfolio decisions implemented through a range of investment vehicles tailored to clients’ financial goals and risk tolerance.

Joseph Mason is a financial advisor at Mayfair Advisory Group, LLC in Birmingham, AL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mayfair Advisory Group since 2019, following an 11-year tenure at Bhk Investment Advisors. Mayfair Advisory Group serves individual and high-net-worth clients, trusts, non-profits, and employer-sponsored retirement plans, providing financial planning, consulting, portfolio management, and retained wealth management services. The firm manages over $800 million in assets and employs a committee-based approach to investment decisions, utilizing a range of investment vehicles tailored to client needs.