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Our Mission


At The McGriff Alliance, our stated mission is "Designing Strategies for Financial Security." We are fueled by the desire to help successful people enhance and preserve their wealth.

In order to provide practical and effective solutions to the problems that our clients face, we strive to fully understand their needs, as well as their wants, and to then formulate and implement a plan that works toward achieving their goals.

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Our Values

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Innovative

Prosperity Economics is designed so that YOU have the control, liquidity, use and equity that you deserve.

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Safe

We want to show you how to grow your wealth safely and reliably, while optimizing flexibility and cash flow.

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Trustworthy

We understand that you have options when it comes to investing and financial planning, and we respect that you need real results.

Our Team

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Joel began his financial services career with the Principal Financial Group in Minneapolis. In 1985, Joel moved to Birmingham to build a practice around the many relationships he had developed while growing up in North Alabama.

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Bill founded McGriff, Dowdy & Associates in 1975 and in his 15 years as President and Managing Partner, grew the accounting firm from a staff of one to a staff of 60 with offices in six north Alabama cities.

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Janet began her career after graduating from the University of Alabama with a BA in Journalism. She provides multi-level support for our team as well as for our clients.

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