Broker Check
(844) 348-1755
info@ubwealth.com

About Us

A Firm Built on Relationships, Driven by Results

Founded with a vision to provide independent, fiduciary-based financial planning, UB Wealth puts people at the center of everything we do. We know financial peace of mind doesn’t come from a one-size-fits-all approach. That’s why we take the time to understand what truly matters to you—and build customized strategies that support lasting success.

As an independent financial advisory firm, we offer objective guidance, free from sales quotas or proprietary products.

Learn More About Our Process

Advisory Suite

CFO
(Advisor)

1

Annuities

2

Insurance

3

Medicare

4

CFP/CPA

5

Banking

CFO (Advisor)

The pinnacle of a prospective clients team. They have one point of contact positioned to oversee and manage all aspects of a client's financial life. This includes budgeting, investment strategies, retirement planning, tax optimization, and risk management. Much like the CFO of a company, a client's personal CFO is a trusted partner that helps align financial decisions with a client’s long-term goals while coordinating with other professionals to help ensure comprehensive financial health.

1

Annuities

A product that can play a crucial role in enhancing the overall financial planning and peace of mind within a client’s household investment portfolio through balancing risk, reducing market volatility exposure, and creating a more reliable cash flow.

2

Insurance

Through knowledgeable advisors and qualified agents, a host of insurance products allow our team to assess and manage risk appropriately. The right coverage for life, health, disability, property, and liability, protects assets and further mitigates financial risks. This expertise also guides better understanding of policy terms, optimizes coverage, and adjusts to fit the overall financial strategy developed.

3

Medicare

Team of experts for talking through pre-retirement or post retirement coverage along with taking advantage of creative scenarios for those that are self-employed business owners looking for options.

4

CFP/CPA

The expert advice everyone needs. This is where strategies can be built to align with personal and business finances, savings maximization, and tax optimization. The combined expertise ensures informed, objective advice for long-term financial success.

5

Banking

With a deep understanding in credit, interest rates, and banking services, clients can be guided through for making informed decisions about loans, mortgages, savings, and investment accounts. Banking expertise helps clients be informed on the best financial products, lending options, and cash flow management strategies to optimize their tailored portfolios.

The People
Behind Your Plan

Our advisors and support team bring diverse expertise in wealth planning, portfolio design, and client care. We’re approachable, responsive, and genuinely invested in your long-term success.

Learn more
Brantley Claunch

Brantley Claunch

Director & Wealth Advisor

8443481755

2563670950

brantley@ubwealth.com

Brantley Claunch is an experienced finance professional with a Bachelor of Business Administration in Accounting from the University of North Alabama, where he graduated cum laude in 2015. With over eight years of banking experience,...
Read more
Ryan Boggus

Ryan Boggus

Senior Advisor

205-492-7448

ryan@ubwealth.com

Ryan Boggus, a financial advisor with over 20 years of expertise, is passionate about helping clients take control of their finances, particularly through retirement planning. He specializes in creating Monthly Income Plans that can...
Read more
Samuel Smith

Samuel Smith

Senior Advisor

978-449-1146

samuel@ubwealth.com

Sam Smith is a dedicated financial professional with over 25 years of experience in the industry. He earned his Bachelor of Science in Economics from the University of Massachusetts at Lowell, building a strong foundation for his...
Read more
Jordan Hunter

Jordan Hunter

Associate Advisor

256-980-1943

jordan@ubwealth.com

Jordan Hunter is a dedicated finance professional with a recent degree in finance, graduating in December 2023 from the University of North Alabama. Equipped with a Series 65 license, Jordan has transitioned from a successful career in...
Read more
Jonathan Blevins

Jonathan Blevins, CFP®, ChFC

VP | Advisor Consulting

Read more
Tony Parish

Tony Parish, CFA®, CQF

Chief Investment Officer

Read more
Aaron Kingery

Aaron Kingery

Director of Trading

Aaron Kingrey is the Director, Head Trader at AlphaStar Capital Management, Inspire's Registered Investment Advisor. Aaron and his team are responsible for trading and maintenance of Inspire's portfolio offerings. Aaron holds the...
Read more
Kolby Benford

Kolby Benford, CPA

President & CEO | Benford Consulting

Kolby Benford is a Certified Public Accountant and QuickBooks ProAdvisor with over five years of public accounting experience. He specializes in tax planning and consulting for individuals and small businesses, with a strong focus in...
Read more

Let's Get Started 
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Secure a Quick Introduction