The Longevity Financial Group

Financial Services • Montgomery, Alabama, United States • 1-10 Employees

Company overview

Headquarters	5027 Mercer, Suite 104, Montgomery, Alabama 36116, US
Website	longevityplansnow.com
NAICS	52
Founded	2020
Employees	1-10
Socials

Key Contact at The Longevity Financial Group

Heather Anne Grubbs

Founder & Financial Planner

The Longevity Financial Group Email Formats

The Longevity Financial Group uses 1 email format. The most common is {first initial} (e.g., j@longevityplansnow.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@longevityplansnow.com	100%

About The Longevity Financial Group

The Longevity Financial Group is the premier wealth advisor for women in transition, high-earning women executives, business owners, women nearing retirement, and hotel owners. Across the Southeast, we empower our clients to build, protect, and transition their wealth with precision, integrity, and innovation. Rooted in execution, resilience, and excellence, we go beyond advising—we deliver results. We turn financial strategies into action—helping business owners scale, exit, and preserve wealth while guiding women executives and those in transition to build, protect, and grow their financial future. With a high-touch concierge service and an unwavering commitment to execution and follow-through, we operate under a strict fiduciary standard—always putting our clients’ best interests first. Through expert succession planning, tax-efficient strategies, M&A advisory, and investment management, we ensure that every decision leads to real, measurable success. No excuses. No hidden agendas. Just results.

The Longevity Financial Group revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

The Longevity Financial Group has never raised funding before.

Frequently asked questions

The Longevity Financial Group is located in Montgomery, Alabama, US.

The Longevity Financial Group was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

The Longevity Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Longevity Financial Group

Heather Anne Grubbs

Founder & Financial Planner

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