We are proud to celebrate our Chief Operating Officer, Felicia Ludlum, on being selected for the About Town Magazine feature, 2026 Women in Business. This recognition highlights her leadership, dedication, and the meaningful impact she continues to make within our firm, the communities we serve, and the broader industry. Keep reading to learn more.
Finding Balance
Balance isn’t about perfection, but about being purposeful and present in each moment. Much of how I approach leadership and life was shaped by serving eight years in the military, where I learned discipline, accountability, and the importance of strong systems. Those lessons help me prioritize what matters most by setting clear priorities and leaning on a trusted support team at work and at home. I am grateful to have a career I truly love, while protecting space for the people and moments that matter most to me. Above all, being a wife and mother is at the heart of who I am. Making time for self-care and personal interests allows me to recharge, so I can show up with energy, purpose, and gratitude, both in my career and at home.
At Fi Plan Partners, our commitment to the community is rooted in genuine relationships and a desire to help people live a Better, Richer, Fuller® life. We believe that financial confidence creates stability and opportunity that extends far beyond the numbers. We also believe in supporting the causes and interests that matter most to our clients, which is why our team is proud to support local organizations and events such as BourbonHam, benefiting the National Multiple Sclerosis Society, Glenwood, which empowers individuals with autism and behavioral health needs, March of Dimes, and much more. Giving back is one way we put our values into action and strengthen the communities we serve.
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Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
