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At 20/20 Wealth Management Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

At our firm, we have the client—and only the client—in mind.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

April Wallace

April Wallace

Senior Account Executive

205-454-8731

Barclay Avant

Barclay Avant

Executive Assistant

334-329-5566

334-329-5564

Evgueni Oks

Dr. Oks

Wealth Manager

334-744-8963

Lonnie Simpson

Lon Simpson

Branch Manager

(334) 826-6074

(334) 329-5564

Jeff  Nance

Jeff Nance

Senior Account Executive

334-329-5566

334-329-5564

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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