Southern Financial Advisors
Your unique investment
journey starts here.
Your unique investment journey starts here.
Guidance and support every step
of the way.
Guidance and support every step of the way.
Helping you feel confident, connected, and in control with Southern Financial Advisors
At Southern Financial Advisors we believe your financial future should be filled with optimism, possibility, and peace of mind. That’s why we’ve partnered with Ameriprise Financial Institutions Group—a channel of Ameriprise Financial Services, LLC—to offer an investment services experience that’s truly centered around you. Whether you prefer meeting a financial advisor in one of our branches or connecting virtually from home, dedicated advisors provide personalized advice and thoughtful solutions to help you reach your goals and feel confident in your decisions.
Why work with a financial advisor?
Your hopes and dreams deserve more than one-size-fits-all advice. That’s why financial advisors get to know you— your aspirations, your worries, and the unique journey you’re on. Together, we’ll strive to make your savings and investments work toward the future you envision. Let us help you build a financial strategy that grows and adapts, just as your life does, so you always feel supported.
- Maximize your efforts: You work hard to build a future for yourself and your loved ones. Let your money work just as hard for you.
- Tailored planning: Your goals are unique. Financial advisors will craft a personalized plan that evolves with your life, whatever it brings.
- Ongoing support: Count on advisors to offer insights and perspective —and secure, anytime online access—so you’re always in touch and in control.
Start Planning With an Ameriprise Financial Advisor
No matter where you are on your financial path, financial advisors are here to support your next step. When you work with our virtual Ameriprise Personal Advisor Team, you’ll get personalized financial guidance built around your goals, your priorities, and your future.
Ready to take the next step?
Your advisor team will create an investment strategy tailored to your unique situation and help you build a detailed financial plan to get started. Along the way, you’ll have ongoing support and regular check-ins to help keep you on track.
About Ameriprise Financial
Ameriprise Financial has been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
Ameriprise Financial has been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Not FDIC or NCUA Insured
No Financial Institution Guarantee
May Lose Value
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Southern Bank is not affiliated with Ameriprise Financial, Inc.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC .
© 2025 Ameriprise Financial, Inc. All rights reserved.