Entity structure & timing
How the sale is structured — and in which year it closes — shapes the tax outcome before a buyer ever signs.
Wealth Management Partners, LLC · Montgomery, Alabama
TAX. WEALTH. BUSINESS. One Firm. One Strategy.
Traditional accounting tells you what happened. We help you decide what happens next — with your CPA and your wealth advisor under one roof, planning every decision three ways at once.
One conversation, on a real calendar — with the firm that will plan it with you.
- CPA — Alabama Cert. No. 8697-R
- Series 6 · 7 · 63 · 65
- BBB A+ Accredited
- SBA 8(a) Certified
- AICPA · Alabama Society of CPAs
- Integrated since 2005
The Connected Decision
A decision is never just one thing.
A business decision can affect your taxes. A tax strategy can affect your investments. An investment decision can affect your retirement, your estate, and your long-term wealth. Pick a decision — and watch what it actually touches.
Valuation & succession
What the business is worth, what has to be true before it is ready to sell, and who leads it next.
Proceeds, estate & legacy
Where the proceeds go next: retirement income, estate documents, and the family’s long-term plan.
Examples, shown to illustrate how the disciplines connect — your plan is built on your facts, in conversation, not on a diagram.
Make the decision once. We plan it three ways.
Schedule a Consultation What we do
Three disciplines. One table.
Most firms hand you off between a tax preparer, a bookkeeper, and a broker who have never met. Ours sit at the same table — because they are the same firm.
Integrated CFO Services
An outsourced chief financial officer for businesses that have outgrown bookkeeping: financial statements you can act on, general-ledger discipline, bank relationships, and a standing advisor in the room where decisions happen.
- Outsourced & part-time CFO leadership
- Cash flow management & bank financing
- Strategic business & succession planning
- Business valuation
Considering a part-time CFO? Start with a free consultation →
Proactive Tax Planning
Tax strategy built during the year — individual and business-owner planning, estate and trust work, and preparation that executes the plan instead of discovering it.
- Tax planning & strategies
- Individual & business tax preparation
- Estate & trust tax services
- High wage (W-2) earnings planning
Comprehensive Wealth Management
Personal financial planning with the tax picture in the same conversation: retirement, estate, education funding, and family-office coordination through our wealth practice.
- Wealth management & family office services
- Retirement & estate planning
- Tax-efficient investment planning
- Education funding & legal settlements
The foundation, kept solid: business accounting · audits, reviews & compilations · QuickBooks setup, training & support · Virtual CPA services — the compliance layer every strategy stands on, handled by the same team that plans above it.
Our named process
The Family Wealth Protection Blueprint
For established families, the risk is rarely one bad decision — it is five good advisors who never talk to each other. The Blueprint evaluates your entire financial picture and coordinates it into one strategy.
Schedule a Consultation- 01
Evaluate the whole picture
Taxes, investments, estate documents, insurance, business interests — reviewed together, as one balance sheet and one family story.
- 02
Coordinate the advisory team
We serve as your strategic financial quarterback — coordinating your attorneys, CPAs, and insurance professionals so every professional works from the same plan.
- 03
Preserve, protect, build legacy
A coordinated strategy for your wealth, taxes, and legacy — revisited as the family, the law, and the markets change, not filed away.
Who we serve
Built for the years that decide everything.
Maximize Your Earning Years. Build Wealth for Life.
Professional and college athletes: your income arrives early, in several states at once, and under a spotlight. We plan the multistate tax on salary, bonuses, and endorsements, evaluate NIL income, set up entity structure and cash-flow and tax-reserve systems — and plan the career transition before it arrives.
Earn It. Protect It. Invest It. Build Beyond the Game.
Schedule a Confidential Financial ReviewThe contract is the easy part.
Coaching careers move — and every move is a tax event. Contract, bonus, and deferred-compensation planning; multistate taxation across career moves and relocations; retirement-account consolidation; and buyout and termination transitions, planned with the same care as the climb.
Every move, planned — on the field and on paper.
Schedule a Confidential Financial ReviewAnd across our region’s professions
- HealthcarePractices and professionals
- Dental PracticesOwners and associates
- Law FirmsPartners and practices
- Funeral ServicesIncluding provider compliance
- Real EstateInvestors and operators
- Business Owners & ExecutivesThe high-W2 and entity years
Client words
Trusted across tax seasons, state lines, and balance sheets.
BBB A+ Accredited, with zero complaints in the last three years — and clients who describe the work better than we could:
“I recently visited this tax office and had a great experience. The entire process was quick and easy, which was a huge relief. Keary was especially helpful, answering all my questions with patience and expertise. Their assistance made the tax filing process much smoother and less stressful. Highly recommend this office for anyone looking for efficient and friendly service!”
“We have trusted the team at Wealth Management for over 10 years to accurately process our taxes. They are prompt, knowledgeable and so helpful with any questions we have during the busy tax season.”
“Wealth Management Partners, LLC in Montgomery exceeded my expectations in handling my taxes across multiple states. Their expertise and attention to detail ensured a seamless process from start to finish.”
“I am extremely satisfied with the accounting services provided by Wealth Management Partners. Their expertise in handling month closeouts and end-of-year closeouts has been invaluable to our business.”
“Wealth Management Partners has been tremendous in maintaining my company’s financial filings and giving explanations about it. Everyone, from top to bottom, has been truly professional and knowledgeable!”
“Dependable, responsive, trustworthy and accurate. Keary handles everything from multimillion dollar corporate accounts to individual taxes. Big enough to handle complex financial problems and large scale forensic audits, yet small enough to give personal service.”
AICPA · Alabama Society of CPAs · SBA 8(a) Certified
Meet Keary
Both licenses. One chair.
Most firms make you choose: a CPA who cannot advise on your investments, or an advisor who cannot read your tax return the way a CPA does. Keary Foster is both — a CPA with a master’s degree in tax accounting from the University of Alabama, and a registered advisor holding Series 6, 7, 63, and 65 — who has run tax, business, and wealth from the same desk since he founded this firm in 2005.
His path here is part of Montgomery’s story. After earning his master’s, he joined Jackson Thornton — in his words, “the first African American CPA to be hired to work with one of the established CPA firms here in the city” — and then formed WMP as, in his words, “the first diverse CPA firm, in terms of staff and client base, in the city of Montgomery.” The client base has followed the work ever since: he serves clients in just about every state.
- CPA — Alabama Certificate No. 8697-R; B.S. in Accounting and M.S. in Tax Accounting, University of Alabama; finance career began 1995
- Registered advisor — Series 6, 7, 63, and 65; securities and advisory services through Cetera
- In the community — Board of Directors, Montgomery Regional Chamber of Commerce; boards of the YMCA, Trustmark Bank, and the University of Alabama Alumni Association; Kappa Alpha Psi Fraternity
The WMP team
- Keary Foster, CPAPresident/CEO
- Hillary Rosser
- Daniel Oliver
- Duane Mara
- Virginia O’Donnell
- Kathy Walters
- Allison Jenks
- Brandi Williams
- Jazmin Evans
- Irva Reed
The firm beyond the office
A private practice — and a government practice.
An SBA 8(a) Certified firm
Alongside our private-sector practice, our governmental services group serves public clients — primarily the Department of Defense and the Department of Health and Human Services, in our founder’s own description of the practice. Wealth Management Partners, LLC is an SBA Certified 8(a) firm and holds a GSA 8(a) STARS III contract.
Now building Nashville — and Chicago
WMP is expanding: we are building our Nashville practice for business owners, physicians, attorneys, athletes, and executives across that metro, and growing our business-development presence in Chicago. Montgomery is home; it is no longer the boundary.
Already a client?
Your doors, in one place.
Client Portal SecureFirmPortal — exchange documents securely, any hour. Log in → Pay Here CPACharge — pay an invoice online, securely. Pay an invoice → Wealth Management wmpfinancial.com — our financial-services resource center. Visit the site → Monthly Newsletter This month’s briefing, and the archive behind it. Read the latest →
Questions, answered
Before you book, the straight answers.
What does “integrated” actually change for me?
It changes who is in the room when a decision gets made. At most firms, your CPA sees the tax return, your advisor sees the portfolio, and neither sees the other’s work. Here, the CPA and the registered advisor are the same practice — led by the same person — so a business decision is planned for its tax consequences and its wealth consequences at the same time, not reconciled after the fact.
Do you still prepare tax returns?
Yes. Tax preparation and accounting continue for our existing clients and for select advisory relationships, while we expand the strategic services — planning, CFO advisory, and wealth management — where we can make the greatest long-term impact. If you are not sure which side of that line your situation falls on, the consultation is where we sort it out honestly.
What is the Family Wealth Protection Blueprint?
It is our evaluation process for families: we look at your entire financial picture — taxes, investments, estate, insurance, and the people who advise you on each — and coordinate it into one strategy. We act as your strategic financial quarterback, working with your attorneys, CPAs, and insurance professionals so nothing important is left uncoordinated between them.
Do you work with clients outside Alabama?
Yes. We are rooted in Montgomery and offer our services to clients in multiple states — our athlete and coach clients earn and are taxed across the country, and our Virtual CPA Services are built for working together remotely through our secure client portal. Wherever the income is earned, the strategy stays under one roof.
What happens at the first consultation?
You pick a time on our calendar and we talk — about the decision in front of you, and about where your tax, business, and wealth pictures connect. No pitch and no obligation: you will leave knowing how an integrated plan would approach your situation, and whether we are the right firm to build it.
One firm. One strategy. Make the decision once.
Make the decision once.
We plan it three ways.
Book a consultation on our calendar, call us at (334) 230-9676, or write to [email protected]. You will find us at 567 South Lawrence Street, Montgomery, AL 36104.