FINANCIAL SERVICES

Check the background of this investment professional on FINRA's BrokerCheck »

Located in Birmingham, AL

20-20 FInancial SERVICES

At 20-20 Financial Services, you’ll get a financial advisor and CPA who can help guide you through every stage of life, crafting a personalized plan that aligns with your unique goals.


Our mission is to help simplify the complex world of finances so our clients can fully embrace their lives, spend more time with their families, and thrive in their businesses.


20-20 Financial Services offers financial planning, investment management, group benefits, retirement plans, and insurance solutions. Our integration with 20-20 Accounting Solutions provides a unique blend of comprehensive services allowing our clients to centralize many of their financial and accounting needs within one reliable team.

Our clients see us as an integral part of their personal financial well-being and as valued advisors to their businesses. 


Whether it’s building value for employees or staff members through benefits and financial services or long-term planning for your family or company, we will work alongside you to help provide valuable advice, critical information, and high-level support in an effort to empower better decision-making, efficiency and most of all- peace of mind. 


Located in Birmingham, AL, we extend our expertise to clients throughout the entire nation. With 20-20 Financial Services as your financial guide, you’ll have a clear vision of your financial future.


Here's a glimpse of the some of the incredible clients we’ve had the privilege to serve:

Visionary entrepreneurs and dynamic self-starters

Respected physicians in both hospital settings and private practices, with a notable presence in Podiatry

Ambitious medical and pharmaceutical sales professionals

Discerning high net-worth families seeking financial excellence

Enterprising franchisees committed to growth

Ready to get clear on your financial future? Contact us today.

ABOUT OUR TEAM

Jonathan Vogel, CPFA®

Jonathan Vogel is a Financial Advisor based in Birmingham, Alabama. With an extensive background in assisting clients through a wide range of personal and business financial needs, he also holds the CPFA® (Certified Plan Fiduciary Advisor) designation. With over eight years of dedicated service, he is a valued partner that will help you work towards enhancing your financial wellbeing.


Jonathan is driven by a profound commitment to enriching the lives of individuals and businesses alike through meaningful and productive financial relationships. 

His primary areas of expertise encompass investment strategies, comprehensive financial planning, retirement planning tailored to both individuals and groups, as well as the critical realms of life and disability income insurance.


He and his wife, Lauren, and two sons, Lincoln (6) and Wyatt (4,) live in Bluff Park. He enjoys playing guitar and writing music, fitness, reading, being outdoors and coaching his boys’ soccer teams.


Check the background of this investment professional on FINRA's BrokerCheck »

Dustin McNutt, CPA

Dustin McNutt has been a Certified Public Accountant (CPA) since 2005 and a Financial Advisor since 2019 in Birmingham, Alabama. He works with businesses of all sizes and individuals in a variety of different professions. 


Dustin has a deep sense of responsibility to help his clients thrive in their personal and professional lives. Through his extensive knowledge and implementation of efficient tax strategies and professional level accounting tactics, he works to alleviate some of the financial stress associated with running a business. 


Dustin grew up in Florence, Alabama before moving to Birmingham and continues to reside there with his son, Jackson. In his spare time, he enjoys traveling, staying active, his son's sporting events, and taking his camper on adventures.


Check the background of this investment professional on FINRA's BrokerCheck »

Darren McNutt, CPA

Operating out of Athens, AL, but serving clients across the US, Darren McNutt is a Certified Public Accountant (CPA) and serves a diverse range of clients within the healthcare sector, specializing in podiatry. Darren has dedicated his expertise to assisting physicians and business owners in minimizing tax burdens, optimizing operational efficacy, and fostering enduring financial prosperity. 


Darren grew up in Florence, AL, alongside his brother Dustin. Darren attended Auburn University, where he obtained his Bachelor of Accountancy and subsequently achieved his Master of Accountancy. He, and his wife, Leah Beth, have two children, Hollis (10) and Hubbs (4).


During his free time, Darren finds joy in embarking on global explorations, imparting soccer wisdom as a coach, relishing boating expeditions, and refining his skills as a hunter.

Have a question? Send us a message.

Contact Us

Professionals associated with 20-20 Financial Services may be either (1) registered representatives with, securities and advisory services offered through LPL Financial, Member SIPC, a registered investment advisor; or (2) sole tax professionals of 20-20 Accounting Solutions LLC, and not affiliated with LPL Financial. Tax related services offered through 20-20 Accounting Solutions LLC DBA 20-20 Financial Services. 20-20 Accounting Solutions LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.


The financial professionals associated with 20-20-Financial Services and/or LPL Financial may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Share by: