Bunker Medbery

A 20% decline (or increase!) in a $25,000 portfolio doesn’t feel the same as a 20% move in a $2,500,000 account. At some point, the impact of another sudden market move will feel different. You’ll realize that you need to hire a professional to help accomplish your remaining goals with less stress.

Forbes Magazine has recognized Bunker Medbery as one of America’s Best-in-State Wealth Advisors, and Morgan Stanley has appointed him as one of their Portfolio Management Directors. Mindful of your risk tolerances, he personally manages your assets to help potentially grow and generate income.

You can expect:
• 1-on-1 evaluations
• Detailed goal planning
• Benchmarked performance
• Convenient access
• Reasonable expenses

Your money is important to you, and it's important to us. We love seeing clients achieve success they ever thought possible. To contact Bunker, call him at (205) 969-7006 or click the Contact Us button below.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022)
Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

Elder Care, or senior care, is specialized care designed to meet the needs and requirements of people as they age. Elder Care isn’t just about money.  It becomes an issue when a loved one begins experiencing difficulty with daily activities.  The need can happen quickly, and it can be difficult for a family to find the right resources whenever a loved one needs an extra financial layer of care, and help making the right decisions that best suit their family’s needs.

We believe it’s best to know ahead of time what steps you, as a family member or caregiver, may need to take to best provide for a loved one.  The ability to detect certain triggers that indicate a need for physical, cognitive, or mental health assistance for otherwise healthy older adults is an essential component of the planning process. 

That’s why we’ve made Elder Care a key focus of our practice.  Our 22 item Elder Care checklist is available upon request for those often difficult-to-face issues we believe are best discussed with your family and advisors sooner rather than later. 

In addition to our checklist, we also assist with establishing a Trusted Contact person.  This person serves as a dedicated point of contact in the event there are concerns about your health status, unusual activity, or whereabouts.  No financial details are discussed; it’s simply our way of making sure you are okay and in good hands.

A clear understanding of your priorities enables us to deliver advisory solutions. With our holistic approach, you can rely on timely advice and first-class service.

Creating a financial analysis doesn't have to be daunting. By understanding your goals, we can help you clear a path through the financial world and make those goals possible.

With our help, you can forge a solid plan that empowers you to focus on the things you love most.

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.