Tabula Rasa Advisors, located in Mountain Brook, AL, is a registered investment advisor dedicated to helping individuals, families, and business owners achieve their financial goals. With a team of experienced professionals, including Jerry Callahan, a registered investment advisor and CPA, Tabula Rasa Advisors offers a range of services including wealth management, financial planning, retirement planning, risk assessment, and asset allocation.
Committed to providing personalized and comprehensive financial solutions, Tabula Rasa Advisors takes a client-centered approach, tailoring their services to meet the unique needs and objectives of each client. Whether it's protecting one's identity, avoiding bad financial decisions, or getting the most out of a 529 savings plan, Tabula Rasa Advisors strives to empower individuals and businesses to make informed financial decisions and achieve long-term financial success.
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