Wayne’s Approach
Wayne Harris
CFP®
Managing Partner / Financial Advisor / Member Owner
Overview
Wayne Harris serves as a managing partner and financial advisor in our Birmingham, Alabama, office, where he focuses on helping families, physicians, and business owners create value-driven financial plans. A CERTIFIED FINANCIAL PLANNER® professional, he guides clients through complex life transitions with an emphasis on preserving and transferring wealth across generations.
Since entering financial services in 1988, Wayne has built a career centered on long-term relationships and personalized financial planning strategies. He works closely with clients to align their financial decisions with life goals, offering guidance on retirement income planning, cash flow projections, estate and tax planning, insurance assessments, debt management, and education funding. His approach also incorporates strategies for wealth transfer and philanthropy, supporting clients who want to create a meaningful legacy.
Wayne co-founded Bridgeworth Wealth Management in 2008, where he played a key leadership role as a partner, chair of the Finance Committee, and a member of both the Investment and Steering Committees. In 2023, Bridgeworth joined Savant, and Wayne continues to serve clients with the same thoughtful approach while leveraging the firm’s broader resources.
He earned a bachelor’s degree in business from Auburn University and maintains an active membership in the Financial Planning Association of North Alabama. His commitment to delivering high-quality financial guidance has earned national recognition, including being named a Forbes Best-in-State Wealth Advisor in 2022, 2023, 2024, 2025, and 2026.
Wayne remains active in his community, participates in mission work, and attends Auburn Community Church. He and his wife, Anna, have two married children and three grandchildren. He enjoys traveling, mountain biking, attending Auburn sporting events, and spending time with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Auburn University
Bachelor of Science in Business
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of North Alabama – member
- Auburn Community Church – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Forbes Best in State Wealth Advisors 2022-2026. Awarded each April (2022-2026). Data is compiled by SHOOK Research LLC and is based on data within a 12-month period ending June 30 each year. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual, and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records, and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK received a fee in exchange for rankings. Savant did not pay a fee to be included in this ranking.
Methodology: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/