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.
Our Team
Blog
Are Emotions Controlling Your Personal Finances?
If anything good has come from the last few years of uncertainty and volatility, it’s that many of us are becoming more financially literate. We’re
Talking to your Aging Parents about Finances
For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into
How do I Start Planning for Retirement?
If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker
The New Normal Retirement
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until
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.