We are Leavell Investments

Leavell has been committed to helping clients live their legacies for over 40 years.

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Legacy Focus

We understand that all of our clients, whether they are families, individuals, non-profits, or corporations, are creating a legacy for the benefit of others. Our primary goal is to help them with that mission.

Client Alignment

Leavell will always act in a fiduciary capacity when providing investment advice and discussing strategies with our clients. We are not a hybrid advisor affiliated with a bank, insurance company, or brokerage firm, so we do not sell products to generate additional revenue. We are not affiliated with a law firm or an accounting firm, so we do not cross-sell services to generate additional revenue. We are a “fee-only” independent investment advisory firm.

Built for Longevity

Not only do we work with many multi-generational clients, we are intentional about investing in our own corporate future. Leavell is 100% employee-owned and our corporate structure provides for a seamless internal ownership transition to the firm’s future leaders. We aim for our longevity because it benefits our clients and the communities in which we live.

Generational Diversity

We are committed to being a multigenerational firm. Leavell associates have diverse perspectives, skill sets, and backgrounds that strengthen our collective knowledge and investment approach. You can expect personal, proactive attention from your dedicated team. You will also benefit from Leavell’s combined experience and collaborative approach.

Community

We are active in our communities. Like our clients, we contribute time, money, and board service to not-for-profits and charitable organizations.