Cahaba Wealth Management

Thank you to everyone who joined us for our Pensacola Social this week!

We’re especially grateful to Justin Beck for sharing his perspective on the continued growth and evolution of the Pensacola real estate market, along with his insight into where the area may be headed in the years ahead. It was a great evening of conversation, connection, and community.

We appreciate everyone who came out to spend the evening with us, and we look forward to hosting more events like this in the future!

We’re proud to share that Henry Wideman, CFP®, Vice President, Shareholder, and Financial Advisor at Cahaba Wealth Management, has been named a 2026 Leadership in Finance Awards honoree by the Birmingham Business Journal!

This recognition highlights outstanding financial leaders across Birmingham who are making a meaningful impact within their organizations, industries, and communities.

We’re grateful for Henry’s leadership, dedication to clients, and the role he plays in driving our firm forward. Please join us in congratulating him on this well-deserved honor!

https://www.bizjournals.com/birmingham/news/2026/03/02/2025-financial-leadership-bbj.html

We’re honored to be named to USA TODAY’s list of Best Financial Advisory Firms for 2026.

This recognition reflects our commitment to delivering thoughtful, client-first financial planning and investment management.

Thank you to our clients for your continued trust!

View the full list: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/

Rounding out our new team member highlights, please join us in welcoming Elizabeth Perrone to Cahaba Wealth! Based in our Nashville office, Elizabeth is a Financial Planning Analyst with a strong accounting foundation and a passion for client-focused planning.
Meet Elizabeth ➜ https://www.cahabawealth.com/team/

Continuing our introductions this month, we’re thrilled to welcome Amanda Hendricks to our Birmingham office! Amanda joins us as an Executive Assistant, supporting advisors and client care with exceptional coordination and attention to detail.
Get to know Amanda ➜ https://www.cahabawealth.com/team/

Join us in welcoming Andy Smith to the Cahaba Wealth team! 🎉 Andy brings 15+ years of experience and a passion for precise, thoughtful portfolio ex*****on. Learn more about him on our team page: https://www.cahabawealth.com/team/

Have you heard about the new Trump Accounts launching in 2026?

They’re designed to encourage long-term investing for children — but there are important limitations and tax considerations.

Here’s what we know so far:

Trump Accounts - Tax Deferred Long Term Savings For Children Trump Accounts are tax-advantaged investment accounts for children in the United States under 18, established under the 2025 One Big Beautiful Bill Act (OBBBA). They allow tax-deferred growth for long-term savings for children born 2025–2028.

Guidance is still evolving, but Trump Accounts will become available in 2026 as a new federal savings vehicle for children.

We’ve summarized the current rules, limits, and planning considerations here:

Trump Accounts - Tax Deferred Long Term Savings For Children Trump Accounts are tax-advantaged investment accounts for children in the United States under 18, established under the 2025 One Big Beautiful Bill Act (OBBBA). They allow tax-deferred growth for long-term savings for children born 2025–2028.

This November, we’re proud to celebrate 16 years of helping clients live with clarity and confidence in their financial lives.

From day one, our mission has been simple and steadfast: to serve as trusted partners in guiding thoughtful, values-based financial decisions through customized financial planning and investment management. Sixteen years later, that mission continues to drive everything we do — and as of December 31, 2024, we’re honored to manage over $1.6 billion in client assets.

At Cahaba Wealth Management, we believe our success begins and ends with people. Relationships are at the core of our culture: valuing the person first, communicating with empathy, and fostering teamwork, balance, and a sense of community in all we do.

We’re deeply grateful for our incredible team, whose dedication and heart make Cahaba what it is — and for our clients, who trust us to walk alongside them through each chapter of life.

Here’s to continued growth and many more years doing what we love!

https://heyor.ca/ea5shk

Sixteen Years Strong: Thank You for Being Part of Our Journey! - Financial Advisors Near Me - Commentary, Insights, and Analysis From Cahaba Wealth Management 11/2025 This November, we’re proud to celebrate 16 years of helping clients live with clarity and confidence in their financial lives. From day one, our mission has been simple and steadfast: to serve as trusted partners in guiding thoughtful, values-based financial decisions through customized fi...

Many families underestimate the impact of steady 529 savings. Even modest contributions can make a major difference in covering college costs! https://www.cahabawealth.com/insights/2025/09/25/navigating-the-college-affordability-crisis-using-529-plans/

Navigating the College Affordability Crisis using 529 Plans - Financial Advisors Near Me - Commentary, Insights, and Analysis From Cahaba Wealth Management 9/2025 By Special Contributer, David Cicero, Ph.D. Here’s a sobering statistic for you: college tuition has increased 1,200% since 1980! Inflation over that same time-period has been just under 400%, so attending college comes at a great premium these days. According to the Education Data Initiati...