We welcome retirees, pre-retirees and business owners to our office in beautiful and bustling downtown Montgomery, AL.

Our Montgomery, AL office is located at:

Active Wealth Management Inc.
445 Dexter Avenue, Suite 4050
Montgomery, AL 36104
Main Phone: (334) 557-7290

We help residents in the Montgomery/Auburn, AL area invest and retire successfully.

Ford Stokes
Ford StokesFounder and President
Ford meets one-on-one with clients and prospective clients to help them protect and grow their hard-earned wealth.

Ford is a proud to partner with Dave Ramsey as a Smartvestor Advisor in the Montgomery and Auburn area.

Dave Ramsey
Dave RamseySmartvestor Advisor
We offer FREE PARKING, coffee, ice cold soft drinks and water. Come enjoy our luxurious retirement lounge anytime.
If you want to schedule your complimentary, no obligation, confidential financial and retirement planning consultation click here:

We invite you and your spouse to sign-up for our next “Retirement You”, “Social Security Optimization” or “Get the Facts About Annuities” complimentary dinner workshops. Just complete the form and click submit! (We’ll get right back to you to let you know when and where our next educational worksop will be held.)

We offer these financial and insurance services:
  1. Active Portfolio Management
  2. Financial Planning
  3. Retirement Income Planning
  4. Social Security Optimization Reports
  5. Health Insurance Planning
  6. Medicare Supplement Insurance
  7. Medicare Advantage Plans
  8. Life Insurance – Indexed Universal Life Insurance
  9. Combined College and Retirement Planning
  10. Key Man Insurance
  11. Buy-Sell Agreements
  12. Advance Insurance Planning & Cost Segregation

We look forward to helping you and your family achieve your financial goals through active portfolio management and holistic financial planning.