Broker Check
Client Login

Financial Advisor Serving Mobile, Alabama for Over 40 Years

We’ll get there together.

Let's Talk

As Seen In:

Who Is Peters Financial


About Us

The Independent Advisor
Finding sound financial advice from an independent advisor can be challenging. Not all advisors are truly independent. 

What is an Independent Firm?
We are not obligated to represent specific financial products, allowing us to offer solutions from a wide range of national resources tailored to your needs. Many advisors at larger firms must recommend their own products, which may not be the best fit for clients.

Thorough Research and Education
All resources and tools we present are rigorously researched, ensuring you are fully informed about any recommendations.

Comprehensive Relationships
We focus on building relationships, understanding your financial situation, values, and vision for the future.

Consistent Communication
We prioritize ongoing communication, especially during challenging times, so you never feel alone in your financial journey.

How We Are Different

Preserve your future with Professional Investment,
Retirement, and Insurance Solutions

At Peters Financial, we offer tailored strategies for every stage of life. Whether you’re focused on growth, planning for retirement, or safeguarding your legacy
with insurance, our independent advice ensures your financial security. With no affiliations to specific firms or products, we prioritize solutions that align with your unique goals and needs.

We believe that your financial future should be built on trust and independence. Our commitment to personalized service means you can confidently navigate your financial journey, knowing you have a partner dedicated to your success. Let’s work
together to preserve the future you envision!

Our Services

Wealth Management

Wealth Management


Wealth Management

Tailored solutions to grow, preserve, and manage your wealth across generations.

Learn More

Retirement Planning

Retirement Planning


Retirement Planning

Strategies to help you transition smoothly into retirement, striving for financial security and comfort.

Learn More

Estate Planning

Estate Planning


Estate Planning

Preserve your legacy with customized plans that reflect your values and goals for the future.

Learn More

Comprehensive Financial Planning

Comprehensive Financial Planning


Comprehensive Financial Planning

Personalized financial plans to meet your life and retirement goals.

Learn More

Education Planning

Education Planning


Education Planning

Plan for your children’s or grandchildren’s educational futures with comprehensive savings and investment strategies.

Learn More

Striving for Financial FreedomTM

Our Values

Integrity


Clients seek a financial advisor they can trust with their hard-earned wealth and future. Peter's Financial's long-standing commitment to ethical practices ensures clients feel preserve and confident in their financial decisions.

Personalized Guidance


Tailored, client-first financial strategies that reflect individual goals, lifestyles, and values. Clients appreciate customized approaches that focus on their unique circumstances and future aspirations.

Faith


Grounding their approach in a shared belief system, Peter’s Financial offers a values-based advisory service that resonates deeply with clients who prioritize faith in their financial and personal lives.

Family-Centered Focus


Clients appreciate advice that considers the well-being and future of their families, ensuring a legacy of financial security for generations to come.

Patriotism


Clients are drawn to Peter’s Financial’s commitment to supporting and advocating for their community and country, aligning their financial goals with values of hard work and national pride.

Experience and Dedication


Over 40 years of experience provides clients with confidence that Peter’s Financial has the knowledge and experienced to guide them through life’s major financial milestones.

Community Commitment


As a firm with deep roots in Mobile and Fairhope, Peter’s Financial is seen as a trusted, longstanding partner who understands the local landscape and cares about the community’s future.

What We Do

Comprehensive Financial Planning


Personalized financial plans to meet your life and retirement goals.

Retirement Planning


Strategies to help you transition smoothly into retirement, ensuring financial security and peace of mind.

Wealth Management


Tailored solutions to grow, preserve, and manage your wealth across generations.

Estate Planning


Preserve your legacy with customized plans that reflect your values and goals for the future.

Investment Management


Professional management of your investment portfolio to align with your risk tolerance and financial objectives.

Tax Planning Strategies


Optimize your tax strategy to minimize liabilities and maximize savings over time.

Risk Management & Insurance Solutions


Safeguard your financial future with customized insurance plans, including life, health, and long-term care.

Business Succession Planning


Ensure a smooth transition for your business with a detailed succession plan that protects your legacy.

Charitable Giving Strategies


Create a charitable giving plan that supports causes important to you while maximizing tax benefits.

Education Planning


Plan for your children’s or grandchildren’s educational futures with comprehensive savings and investment strategies.

Social Security Optimization


Maximize your Social Security benefits with professional guidance on timing and strategies.

Long-Term Care Planning


Prepare for future healthcare needs with plans that protect your assets and provide peace of mind.

Investment Retirement Accounts (IRAs)
and 401(k) Rollovers


Professional advice on managing and optimizing your retirement accounts for long-term growth.

The Most Common Retirement Mistakes
and How to Avoid Them

Our Team

Edwin L.

Edwin L. "Pete" Peters, Jr.

Principal, Financial Advisor

Edwin L.

Edwin L. "Lee" Peters, III

Financial Advisor

Taylor Fuller

Taylor Fuller

Client Services Manager

Yvonne Kelly

Yvonne Kelly

Client Service Manager

Cameron Gunter

Cameron Gunter

Operations Manager & Associate Financial Analyst

One of the most common retirement mistakes is underestimating the amount of money needed to maintain a comfortable lifestyle. Many people fail to account for inflation, rising healthcare costs, and unexpected expenses, leading to financial stress in later years. To avoid this, it’s essential to regularly review your retirement plan, adjust savings goals, and ensure you have a diversified investment portfolio that can withstand market fluctuations.

Another frequent mistake is claiming Social Security benefits too early. While it may be tempting to start collecting benefits as soon as you’re eligible, doing so can significantly reduce your monthly payments for life. Waiting until full retirement age or beyond allows you to maximize your benefits and mitigate a stronger financial foundation in retirement. Proper planning and seeking advice from a financial advisor can help you make informed decisions and avoid these common pitfalls.

Insights

Starting a Roth IRA for a Teen
Edwin L. "Lee" Peters, III | July 08, 2025

Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you.

Read more

Independence Day
Edwin L. "Lee" Peters, III

Who knows where it started – this spark, this freedom – that makes us Americans.

Read More

Managing Money as a Couple
Edwin L. "Pete" Peters, Jr. | December 11, 2024

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult.

Read More

Frequently Asked Questions

How long has Peters Financial been in business?

Peters Financial has been serving families in Mobile, Alabama and the Gulf Coast region for over 40 years. Founded in 1980, we've helped multiple generations of clients navigate major financial milestones including retirement planning, wealth management, and insurance strategies. Our longevity reflects our commitment to building lasting relationships built on trust and results.

Is Peters Financial an independent financial advisor?

Yes. Unlike advisors at large firms who may be required to recommend proprietary products, we are independent. This means we can provide financial tools from a broad array of national resources based solely on what's best for your situation. We are under no obligation to represent specific financial products, giving you objective advice without conflicts of interest.

What services does Peters Financial offer?

We offer comprehensive financial planning including retirement planning, investment management, wealth management, estate planning coordination, tax planning strategies, and insurance services (life, disability, and long-term care). Our approach considers your complete financial picture to create a personalized strategy aligned with your goals and values.

Do you offer free consultations?

Yes, we offer complimentary initial consultations. During this meeting, we'll discuss your financial situation, goals, and concerns. This allows us to understand your needs and determine if we're a good fit. Before we meet, we'll ask you to gather specific information so we can have a productive conversation. Call (251) 342-4874 to schedule.

What areas do you serve?

We serve clients throughout Mobile, Alabama and the surrounding Gulf Coast region including Baldwin County (Fairhope, Daphne, Spanish Fort, Gulf Shores). We have offices in both Mobile and Fairhope for your convenience. We also work with clients across Alabama and neighboring states.

Is Peters Financial a family-owned business?

Yes. Peters Financial is a family-owned and operated firm. Edwin "Pete" Peters Jr. founded the company in 1980, and today his son Edwin "Lee" Peters III works alongside him as a financial advisor. This multi-generational commitment means we understand the importance of planning for your family's future because we've done the same for our own.

"An investment in knowledge pays the best interest."
—Benjamin Franklin