General Info

Iter Financial Wellness is a financial planning firm that helps individuals and businesses in Birmingham, AL achieve their financial goals. The firm offers a wide range of services, including financial coaching, long-term care planning, insurance consulting, tax strategies and planning, investment planning and management, giving strategies, and saving and retirement planning. Iter Financial Wellness is committed to helping its clients make the most of their money and achieve their financial goals. The firm's experienced and knowledgeable advisors work with each client to develop a personalized financial plan that meets their individual needs and circumstances.