Todd Doobrow

CFP®, RICP®, ChFC®, MBA, Financial Advisor

“A true fiduciary relationship is about putting your needs first, understanding your goals, and helping you create a plan for the future so you can be present, today.”

Let's Talk About Todd
Todd Doobrow
  • Comprehensive Financial Planning

    Your financial plan is about more than your investment portfolio, it’s about creating a sustainable plan for you to be financially efficient and positioned well for career and business success. I help my clients create a tailored plan that involves their overall financial health, goals, unique needs, and circumstances, to guide them towards financial freedom.

  • Integrated Tax Planning

    For many of my clients who own their own businesses, taxes are a major part of their yearly expenditures. I provide my clients with a plan to help them optimize their tax efficiency in both business planning and investment strategy, leaning on my decades of experience working with small business owners. Tax efficiency is an integral part of your business success.

  • Investment Management Strategy

    One of the key components of a financial plan is tailored investment strategy. For my clients, Chief Investment Officer Rick Wedell builds tailored investment plans based on your needs. If you would like to learn more about Rick Wedell and our tailored investment platform, visit Bluemonte

  • Comprehensive Business and Practice Management Consulting

    Many of you are business owners with unique needs. My extensive experience in practice management and business planning allows me to help you create a plan to build efficiency in your business. My clients are faced with challenging decisions every day, and I help them navigate those challenges and arm them with the knowledge and planning they need to make the best decisions for themselves and those who rely on them.

  • Insurance Product Services and Management

    We all know things happen. Being prepared for unforeseen circumstances is paramount in building a plan that is nimble, effective, and most of all reliable. By helping my clients to be prepared, they can live knowing that their financial plan is built to withstand a storm.

  • Retirement Planning

    Planning for retirement is an important part of your overall financial plan, as the decisions you make today will directly affect your life tomorrow. My duty as a fiduciary is put your interests first, and that starts by building a plan for the future. I can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

  • FETCH Financial Life Hub

    Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.

    See First Hand Our Client Portal Experience
  • Estate Planning

    Your legacy is important. Having a plan to take care of those you love after you are gone is paramount. From charitable giving, to trust creation and business succession, I guide my clients through these tough questions so they can live fully knowing their families and loved ones will be taken care of when you are gone.

  • StrongHer Money

    Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.

    Visit StrongHER Money
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Contact Todd

1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242

P: (205) 778-2020

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An award-winning RIA

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients. For more information about RFG Advisory’s awards and criteria, please visit

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
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To learn more about Todd, the financial services, or to get started now developing a financial plan for your future, you may call Todd at (205) 778-2020 , email him at or send him a message below.