Meet Hamilton Wealth Advisors

Meet the team at Hamilton Wealth Advisors, a group of skilled professionals dedicated to enhancing your financial journey. Our team offers a wide array of financial services, focusing on integrating investment, tax, and estate planning into a cohesive strategy. At Hamilton, we’re committed to understanding your unique financial aspirations, providing support as you navigate your path towards a meaningful and secure financial future.

Be on your guard; stand firm in the faith; be courageous; be strong.

Wilbert Hamilton

Wilbert Hamilton


Wilbert Hamilton, a Montgomery native, is the founder of Hamilton Wealth Advisors, a Registered Investment Advisor the only black owned investment firm in Alabama. He works mainly out of the Atlanta, GA office but also has a presence in Montgomery, Huntsville, and Birmingham, AL. He offers clients and institutions a wealth of knowledge and over a decade of experience in the financial services industry.

From 2009 – 2016 Wilbert focused on retirement plan development, management, and implementation for multiple universities, corporations, and high net worth individuals. He also worked with non-profits and institutional and religious organizations to manage and implement financial donor and planned giving programs…

Jeffrey Lamar

Jeffrey Lamar


Jeffrey Lamar- Alabama native, began his Financial Services career in 2009 after being introduced to the industry by his friend and mentor, Wilbert Hamilton, Jr. Starting his career with a top private wealth firm, he quickly transitioned to Hamilton Wealth Advisors to follow the lead of his mentor…
Jarrett Howell

Jarrett Howell

Financial Consultant

Jarrett joined our team in 2021 after a successful career as a pro-sports consultant and basketball coach, and a professional basketball player in Europe. He found a calling as a financial advisor in order to help clients receive meaningful education…

Hamilton Wealth Advisors - David

David Hamilton

Financial Consultant

Meet David, a dedicated member of Hamilton Wealth Advisors since 2020. Hailing from Montgomery, AL, his upbringing instilled in him a profound commitment to goals and compassion for others. David, a former football scholar at Tuskegee University…

Osric D Grant

Osric D. Grant

Technology Executive

Osric Grant is a senior executive with Fonoa, a global tax technology startup. He has over 20 years of experience in software, technology, and consulting. He has owned and led the delivery of complex business solutions to Global Fortune 500 companies…

Let's Talk Wealth

Discover the difference with Hamilton Wealth Advisors: Schedule your introductory call today and step into a world of personalized financial solutions.

Milestone Birthdays Guide - Birthdays Over 50 Worth Celebrating


Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

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