Hearthwell Financial is a Birmingham, Alabama-based investment advisory firm founded by David Giegel, focused on helping families connect financial security with their personal goals and legacy. Its family-centered approach aims to bring clarity to complex decisions through comprehensive, practical planning tailored to each client’s circumstances. The firm’s process includes understanding a client’s financial picture, identifying goals, analyzing current strategies, developing and presenting recommendations, and supporting implementation.

Hearthwell offers wealth management and investment strategy guidance, financial planning, estate and trust planning coordination with clients’ attorneys, risk management, business consulting, and alternative investment education and evaluation for qualified investors. Its planning considers investments alongside retirement, insurance, short-term goals, family protection, and unexpected life events. The firm emphasizes clear communication, ongoing care, and strategies designed to reflect clients’ values and priorities, rather than focusing solely on investment returns.

Hearthwell’s mission is to help families protect what matters most and prepare for different seasons of life. Advisory services are offered through Sowell Management, a registered investment adviser.