Old Fort Wealth Management

Tamika Henry

Aug 20, 2024on

Mrs. Melanie was God sent , She was anointed in helping us and answering our questions concerning our Nonprofit, I currently recommend anyone to her.

Bobbi May

Jul 30, 2024on

Melanie at Old Fort is fantastic! She is competent and professional. Melanie knows her job and has no issues helping her clients achieve their goals. Highly recommend!!

Ginger Gitthens

Jul 12, 2024on

Melanie came highly recommended by my dear friend who is very much on top of her finances and investments. Melanie and her staff are so easily accessible and will happily do what it takes to meet on my time frame. Melanie is easy to get to know and uses language that is easy to understand. She really cares about what her client’s needs and future plans are. She’s an excellent teacher, makes you feel at ease immediately and is in no way interested in high pressure tactics. I’m so glad I connected with Old Fort Wealth Management.

Gloria Cherry

Jun 20, 2024on

Melanie has been my Financial Advisor and friend for around 20 years. I liked and trusted her immediately and she hasn't ever let me down. The main reason I hired her as my Advisor is because she is a CPA and I am a CPA, so I liked the fact that she had the big picture for my investments and me. Now that I am retired, she continues to work with me as I draw on my retirement, but not forfeit my hard work on taxes. Melanie has values and customer service; and in this day and age, those two attributes are hard to come by. I highly recommend Melanie and her staff for any financial needs. I have been more than pleased with my results.

Julie E

Apr 7, 2024on

We’ve been with Melanie for about 10 years! She has always been very available and helpful when we have financial questions. She provides excellent customer service and reaches out to check in on us on a regular basis.

Len Bauman

Mar 12, 2024on

My wife and I tried a couple different investment firms, but when we met Melanie we knew from the first return that we had made the right choice.Many years later we still have the same feelings as our investments have met our acceptance. The door is always open to get Melanie or someone to give you the information you need. Melanie and Lisa are top notch at what they do, and visiting their office is like visiting family.

Rebecca Macy

Feb 20, 2024on

A great wealth management company. My husband and I have worked with Melanie Radcliff at Old Fort Wealth Management since 2005. We now call her our friend and I share with anyone that will listen what she has done for us. She has taught us and guided us financially so well for years. We were both able to retire early and comfortable due to her guidance and investment advice. She guides us to withhold the correct taxes and keeps us informed in market changes. In all these years she has helped us through many market changes and anxiety. We meet with her anytime we need information or fears calmed. She is a great financial teacher, wealth manager and friend. She and Lisa Ann work hard to build relationships and wealth with all there clients but they make us feel like we are their favorite clients.

Sam Grounds

Feb 15, 2024on

My wife & I sat down for one of Melanie’s free consultations and we were extremely happy with the time we were able to spend with her. The office staff was very warm and welcoming. Melanie was very personable & we absolutely felt like she listened to our questions and tailored her expertise for us. No high pressure sales, no system to buy into, just honest answers and good advice. We plan to continue using her services.

Andrew V. S.

Jan 26, 2024on

Met with Melanie , what an absolute pleasure. Very welcoming and opening environment. Melanie and her staff have gone beyond customer service and exceed hospitality. Extremely knowledgeable and has the ability to break down complex systems into easy ways of understanding. Anything to do with Taxes or money management can make anyone feelings of uncertainty and anxiety. But Melanie and her staff break it down to the basics, and builds a real relationship with you. They are far from being after your money they truly have your best interest at heart. I left my meeting with her filling hopefully and confident. With Old Fort Wealth your not a number or just a random face in the crowd they have really gone above and beyond to make it feel like an extension of home and family. I look forward to many years of doing business with Old Fort Wealth. I would not trust my financial planning or taxes with these big companies and corporate entities. She will do more for you then any of the big banks, and will be more happy to see you hitting your financial goals , and watching you grow and prosper with the help of her team. I wouldn’t trust anyone else with my business. Don’t pass Old Fort Wealth up I promise you it’s worth your time and energy to meet this team of experts. We are truly blessed to have a company that values and operates in truth , transparency, and integrity.

Deborah Avillion

Nov 7, 2023on

I switched from Vanguard‘s personal advisor to Radcliff Financial Group, Inc. because I wanted someone to help me with both tax planning and investing. Ms. Radcliff is everything I needed in an advisor: she took the time to understand my life circumstances, goals, and resources available. She crafted both a short term and long term tax advantaged plan that enables me to comfortably meet my goals while optimizing my tax considerations. The problem I had with Vanguard was every time I had a question about an investment they would recommend I consult with my tax professional. Ms. Radcliff is a CPA so I don’t have to go anywhere else when I have an investing question. Everyone at her firm has customer service as their top priority. She is always accessible and prompt with giving me the necessary information and advice I need. I highly recommend Radcliff Financial Group, Inc.

Carmen Taylor

Nov 7, 2023on

One of the best things about Radcliff Financial Group, Inc., is that Melanie and her team are just a phone call close when we need them. When your financial person, whether you call that person an advisor, an expert, your planner, a friend; youre talking about a professional who knows what your goals are and has helped you draw the map that keeps your goals in sight, and your path clear. Melanie helps us make decisions that are in line with our personal and business goals. We have trusted her for over twenty years, and will continue to depend on Melanies councel as she helps us maintain peace of mind and security for our future.

Kevin Kilgore

Nov 7, 2022on

Ive owned my business for a few years and have attempted to strategize the way I handle my taxes. I thought I was doing a decent job but realized I needed a pro. I found Melanie / Hack your Tax and upon our very first consultation, I felt like I came away with huge value, a breath of fresh air, and most importantly, for the first time, I felt like I am finally on the right track with how I need to approach taxes and the business direction. This is all thanks to Melanie and her expertise! She was great to speak with, patient with me and never rushed me or made me feel like my situation was not important. She listened, gave excellent feedback, and was EXACTLY what I needed. Thank you Melanie, you just gained a new fan and customer and I feel confident knowing I can take my concerns and questions to you to get great advice and direction and Ill be using you in the future for a very long time! Thanks, Kevin Kilgore Owner / Systems Administrator Kevin Kilgore Consulting Group, LLC Positive Responsiveness, Quality, Professionalism, Value