About Us

Our TeamWho We Are

Client Centered

The four founding members of The Albany Group have deep ties to this community, which is why we named our firm after an old historic part of downtown Decatur. But it’s more than just a name. We respect the Southern tradition of slowing down and getting to know your neighbors, which is also how we approach financial planning. We can’t suggest a strategy without fully understanding who you are: your goals, your concerns and your life situation. Taking our time to learn the details of your life is how we develop a plan that is customized to your objectives to help you pursue your goals. 

All four of us are friends who truly respect and care for each other. While we are aligned in our core values of reliability, trustworthiness, strength, accuracy, honor, approachability, community and dedicated client service, we each have combinations of these qualities and experience.

Our logo represents this with four different oak leaves native to Alabama. The Cherrybark Oak, Northern Red Oak, Southern Red Oak and White Oak are all different, yet they are part of the strong and mighty oak family. That’s The Albany Group: united by values and community.

OUR TEAMMeet Our Team

Joseph Montgomery

Joseph Montgomery

Managing Partner

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Taylor Roberts

Taylor Roberts

Managing Partner

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Chris Story

Chris Story

Managing Partner

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Beau Jones

Beau Jones

Managing Partner

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While we each bring different qualities and experience to our practice, we are united in our values and commitment to serving our community… which also includes serving you, our client.

Meet Our Team