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About Us

Strategies To Plan Your Future.
Wisdom To Lead You There.

Ella Valley Wealth Advisors exists to help people move forward with clarity, confidence, and intention. We work with individuals, families, and business owners who want a plan that reflects their values and supports the life they’re building. Our role is to listen carefully, ask questions, and turn complexity into a clear path forward through every season of life.

Define Your Vision, Then We Make A Plan To Get You There

Define Your Vision, Then We Make A Plan To Get You There

Planning is the foundation of every relationship. By taking a comprehensive, planning-centric approach, we help clients see the full picture and move forward with confidence. We serve as steady guides, helping clients define their vision and make decisions that align with it.

Serving You With Care, Integrity, Respect, And A Servant’s Heart

Serving You With Care, Integrity, Respect, And A Servant’s Heart

Being ministry-minded means leading with integrity, meeting people where they are, and helping whenever we can. While we operate professionally, we never lose sight of the human side of our work. We are driven by a desire to help people make wise decisions rooted in their values.

Our Core Values

For almost three decades, we've provided clients with straightforward financial planning with a personal touch. We work to develop client relationships that are built upon trust, shared values, and mutual respect. These principles guide that work.

Honest Guidance

People deserve clear answers to their questions. We hold ourselves accountable to giving advice that is transparent, well-reasoned, and aligned with what’s truly in your best interest.

Experience

Competence is earned through discipline, hard work, and a commitment to ongoing education. We pursue deeper expertise because our clients deserve experienced, accurate advice.

Personal Solutions

By working closely with each client and staying engaged over time, we ensure strategies remain aligned with their evolving goals. Stewardship requires consistency, follow-through, and care.

Community Service

Our work is a responsibility to our clients, our community, and the values that guide us. We aim to reflect integrity in action, using our time, talents, and resources to make a meaningful difference.

Uncompromising Integrity

We do what’s right, even when it’s not the easiest option. We hold ourselves accountable to doing the hard work in order to maintain a higher standard in every recommendation and every relationship.

Gain Clarity Today And Direction
For The Seasons Ahead 

A short conversation is the first step toward a plan built around your vision. Get started on a path that supports your life today and prepares you for what’s ahead.

Connect With Us

Meet Your Team

Mike  Mungenast, CPFA®

Mike Mungenast, CPFA®

Founding Partner, Senior Wealth Advisor

205-985-2300

205-547-2353

Hal  Holland

Hal B. Holland, Jr., RFC®, CPFA®

Founding Partner, Senior Wealth Advisor

205-985-2300

205-547-2353

Ben Kalbaugh

Ben Kalbaugh

Registered Representative

205-985-2300

205-547-2353

Suzanne  Godsey

Suzanne Godsey

Senior Client Services Associate

205-985-2300

205-547-2353

Missy Keller

Missy Keller

Senior Client Services Associate

205-985-2300

205-547-2353

Organizations We Support


Our Financial Partners

Working With A SmartVestor Pro

A smarter way to plan, guided by experience and built around what matters to you.

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Meeting You Where You Are

We serve individuals, families, and business owners as they progress through every season.

Who We Serve

Planning For Life And Legacy

Define your vision and create a plan to get there. Work with an experienced professional.

Reach Out Today