Buckle Up.We Are not Your Traditional Financial Professionals.

Six8

Uncommon
Commitment.

Bold
Simplicity.

Undeniable
Service.

Audacious
Transparency.

what we offer

What Are You Looking For?

We can accommodate for…

1.

I want individualized service. I am not like every other client.

At Six8, we are fiercely independent.  Because we are not tied to certain products, we are free to choose the strategies designed for YOU.

With our common sense approach to pricing, our clients only pay for the help they need.

2.

I expect to see unique ideas, backed by proven research. I try to make intelligent, informed financial decisions.

In addition to the professional experience of our staff, Six8 has formed partnerships with institutions and organizations to bring value to the services we provide to our clients.

3.

My time is valuable. I want the confidence to turn over my financial management to a trusted partner who will handle it.

If you don’t have time or expertise to manage your money effectively, it is important to hire a professional you trust to take on that responsibility.  Our professionals have the knowledge and experience to manage your money skillfully and efficiently – so you are free to spend your valuable time on the things that matter most to you.

4.

Charisma and personality are great, but I expect technical expertise and clarity of purpose. I want the whole package.

Our team of qualified and trustworthy professionals will provide professional advice to help you make the best use of your financial resources, manage your investment outcomes and reach your financial goals.

5.

I like to be challenged to think deeply about risk/reward. I am unique and so are my financial objectives.

You are not like any other client.  Six8 professionals will begin by discovering your unique objectives, priorities and risk tolerance, within the framework of your financial vision.  We will help you clearly envision your financial destination – and partner with you to navigate your unique financial journey.

what we offer

Individual Services

Show me how to have more resources available for the things that matter to me.

Financial Planning

Help me take control of my finances and manage my financial goals

 

Investment Advice

Show me how to create an investment strategy that aligns with my long-term goals and appetite for risk

Portfolio Management

Manage my investments professionally, so I can focus on the things that matter most to me

Wealth 180 / Financial Coaching

Inspire me to establish beneficial financial habits that are sustainable

what we offer

Group Services

Show me how to enhance the financial well-being of my employees and my business.

Retirement Plans

Help me design and manage a retirement plan that is designed to be compliant, efficient, and beneficial to my employees and my business.

Employee Engagement

Help me inspire my employees to make smart long-term financial decisions that improve their financial health and retirement readiness.

Fiduciary Outsourcing

Help me manage investment and administrative risk through professional fiduciaries.

Employee Benefits

Work with me to design benefits for my employees that can add value to their employment experience.

Meet Us

The Six8 Team

Eric Cantrell

Founder | Birmingham, AL

Eric founded Six8 Advisors to serve families and businesses who are often overlooked by traditional financial professionals and to help them achieve their financial potential through planning, investing and retirement plan consulting.

Eric has worked in employee benefits and financial services since 2001, leading organizations that provided insurance and retirement programs for individuals and groups as large as 100,000 employees.

Prior to Six8 Advisors, Eric served as President and CEO of Collateral Benefits Group and Chief Compliance Officer of Collateral Financial Advisors. In Eric’s 11 years with Collateral, he spent much of his tenure as COO or CEO and saw the company grow from a startup into a multi-million dollar insurance and investment firm.

Eric holds a MBA from the Manderson Graduate School of Business at the University of Alabama and a Bachelors of Science Degree from the University of Alabama at Birmingham, with a double major in Accounting and Quantitative Methods (Magna Cum Laude).

Eric married his high school sweetheart, Wendy, over 25 years ago and they have three children. He enjoys watching his children play sports, and he loves spending time at the lake. He is an avid wake surfer and snow skier.

JoEllen Greenwell

Financial Professional | Decatur, AL

Joellen has worked in the income tax, accounting & financial services fields for over 25 years. She has worked in the securities industry since 2004, helping clients plan for retirement, manage assets and achieve their financial goals. She currently holds Series 6, 63, and 26 licenses.

In 1992, she founded Gold Rush Tax & Accounting in Decatur, AL, where she specializes as an Enrolled Agent in income tax planning and representation work, along with income tax preparation for individuals, small businesses and corporations.

JoEllen has three children and three grandchildren. She volunteers as a Court Appointed Special Advocate for children in Morgan County, Alabama.  She enjoys watching her son play travel baseball and spending time with her grandchildren on their family farm.

who we are

About Us

Our name – Six8 – is a reference to a verse of the Bible in which the author, Micah, gives a glimpse of what he believes God desires of us:

He has shown you, O mortal, what is good. And what does the Lord require of you? To act justly and to love mercy and to walk humbly with your God. – Micah 6:8

Our founder, Eric Cantrell, built Six8 on this foundation because it is a simple and clear formula for connecting our faith with our actions in daily life.

Acting justly means creating a world where all people have equal opportunity to fully develop and utilize their God-given gifts.  In effect, it is taking action to level the playing field and helping people help themselves.

Loving mercy refers to having compassion for those in need and offering kindness.

Walking humbly refers to accepting the gifts that God has placed within us but also recognizing that we have done nothing to deserve them.

This is the way we strive to live our lives and how we do business.  It is the Six8 way.

Check the background of investment professionals on FINRA’s BrokerCheck.

need a speaker?

Speaking Engagements

Eric believes that most clients know what to do – but simply need inspiration.  He routinely speaks/presents at meetings, events and workshops.  He has a unique combination of academic excellence, professional experience, entrepreneurial spirit and a humble, engaging personality that connects with audiences.  Book him to inspire at your next meeting/event today!

Connect With Eric Today!

Latest News

News & Notes

 

COMING SOON!

online tools

Client Resources

CIRStatements

is your source for consolidated account information and in‐depth reports.

Wealthscape

Manage your online brokerage account from virtually anywhere. 

Six8 Client

a centralized location for your investing & financial planning information.

Riskalyze

assists clients in pinpointing your risk number and building a portfolio to match.

we are hiring

Join Six8

We are expanding our team. If you are an experienced, creative, financial professional who is passionate about helping people help themselves and reach their financial goals, contact us to learn more!

In The Community

Giving Back

At Six8, we believe that part of our formula for success is giving back to causes and projects in our community that make a positive difference in our lives, the lives of our clients, and in the world, as a whole. Each year we select a cause that we feel deserves our recognition & support.  Reach out to learn more about this year’s selection.

say hello

Contact Us

Hours

Monday – Friday: 8am – 5pm
Weekends: Closed

Let’s Meet

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Six8 Group