Welcome to Bellingrath
Bellingrath Wealth Management & Employee Benefits is a boutique firm serving businesses and individuals based primarily in the southeastern part of the United States since 1977.
Our goal is to provide you with relevant information and guidance so that you can make well-informed financial decisions.
We recognize every client is unique and, therefore, take a personalized team approach to providing guidance.
At Bellingrath, we take pride in our independence. We are not obligated to promote any specific investment or insurance product.
Our team has combined experience of over 60 years. We can consult with your tax and legal professionals in order to provide a well-rounded financial plan.
Comprehensive Wealth Planning &
Employee Benefit Management
Bellingrath Wealth Management and Employee Benefits provides guidance to individuals and businesses to help pursue their financial goals.
The Bellingrath Team focuses on financial and estate planning, retirement planning, employee benefits, and planning for businesses and their owners.
Chartered Life Underwriter, Chartered Financial Consultant®
Wealth Manager & Partner
Advisor Support Specialist
Client Services Associate
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Talking to your Aging Parents about Finances
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How do I Start Planning for Retirement?￼
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The New Normal Retirement
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Retirement Income Planning Requires Realistic Spending Assumptions
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70%
Charitable Giving: Doing Your Due Diligence
Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions.