Treating Your Finances Like Our Own

Your finances are a deeply personal matter that affect your everyday life and future. As such, financial advising is a responsibility that should never be taken lightly. You should trust whomever you work with to always keep your best interests in mind—we would never consider any other way.

About Us

Hayes Wealth  Team

We listen to our clients to understand their deepest motivations. It’s our responsibility to understand where you want to go and then to create a sensible plan to help you get there. We use sound investment strategies and comprehensive financial planning to help you reach your highest goals.

Our team takes the time to welcome you into our office and get to know you. It’s through developing personal relationships that we truly become your financial ally, making sure that we’re guiding you toward the best version of your future. We take your finances personally because you are our first priority.

Meet the Team

Learn more about each of the dedicated members of the Hayes Wealth Team.

David Hayes, CFP®

Financial Advisor, RJFS

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Jane Cormack

Client Services

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Contact Our Team

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Our Location

600 University Park Place, Suite 350
Homewood, AL 35209

Latest Resources

  • University Park Place front entrance

    Southwestern Investment Group Birmingham Teams Move to New Office

    November 26, 2019

    Due to recent growth with Southwestern Investment Group’s Birmingham group, we are

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    Finances During a Pandemic: What Our Clients Are Asking

    April 14, 2020

    The COVID-19 pandemic and its effect on our economy has touched millions

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  • financial advisors Timothy Johnson, David Hayes, and James Ridley compiled headshots


    June 18, 2020

    Franklin, Tennessee—Southwestern Investment Group, an independent wealth management company based in Franklin,

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