Tabula Rasa Advisors to Partner with BAM Advisor Services

Tabula Rasa Advisors of Birmingham, Alabama, has partnered with BAM Advisor Services and become a member of The BAM ALLIANCE, a community of independent, like-minded advisory firms located throughout the country.

Tabula Rasa Advisors joined The BAM ALLIANCE in late 2018, shortly after the firm’s founding, and is led by Managing Member Jerry Callahan, CPA/PFS. The firm, which provides wealth management, financial and retirement planning, risk assessment, and asset allocation strategies to individuals and families, also specializes in serving the unique needs of the health-care industry and small business owners.

Callahan’s team includes Operations Manager Jessica McDonald, who is pursuing her CFP® professional designation.

Tabula Rasa Advisors is affiliated with Pearce, Bevill, Leesburg, Moore P.C., a full-service accounting firm that has been serving the Birmingham, Alabama, area for more than 35 years.

BAM Advisor Services is home to The BAM ALLIANCE, which was established in 1997, and Loring Ward. Together, they serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors throughout the country.

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of BAM Advisor Services®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

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