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Somerset Advisory, LLC

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Firm Details

Metro area Birmingham
CRD Number 343852
Website somersetadvisory.com
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Overview

Somerset Advisory is a fee-only fiduciary wealth management firm specializing in complex financial planning for families and women at points of transition and growth. The firm operates from three offices in Birmingham, AL; Beaufort, SC; and Gordonsville, VA, while serving clients nationwide in person and online. Somerset positions itself as a research-based, community-centered advisory firm, drawing on lived family patterns, layered research, and conviction to guide decision-making.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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