We work with each client individually to create a tailored plan just for them. As independent financial planners, we help you attain financial freedom through comprehensive planning. Through client education and setting expectations, we work with you to navigate all of your financial decisions to allow you to enjoy the financial freedom we strive to help you create.

About Us

NELSEN WEALTH TEAM

Located in Homewood, Alabama, the Nelsen Wealth Team provides comprehensive financial planning services, including estate planning, insurance planning, and tax planning. Our team’s approach fosters a client-first environment, as we take a genuine interest in your financial future. With a distinct, personal approach to your financial strategy, the Nelsen Wealth Team provides a wide range of services to address your unique situation, helping to guide you toward your most powerful goals.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Meet the Team

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

Riley Nelsen

CERTIFIED FINANCIAL PLANNER™ Practitioner

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Contact Our Team

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Our Location

600 University Park Place, Suite 350
Homewood, AL 35209
205-730-0040

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