Heather Anne Grubbs is a faith-driven financial strategist, entrepreneur, and mentor committed to helping business owners, investors, and women in transition achieve financial clarity, success, and lasting legacy. As the Founder and President of The Longevity Financial Group, she specializes in wealth transition, business exit planning, tax efficiency, and generational wealth strategies. Her expertise ensures that clients not only build and preserve their wealth but do so with purpose, precision, and alignment to their long-term vision.
Heatherβs approach to financial strategy is rooted in faith, discipline, and execution. She believes financial freedom is about more than just numbersβitβs about living in alignment with oneβs values. By combining structured planning, innovative strategies, and steadfast execution, she helps clients optimize their wealth, protect their assets, and transition seamlessly into new ventures or retirement.
Heather understands that financial decisions impact every area of life. Thatβs why she takes a holistic approach, ensuring that clients' personal, professional, and spiritual goals are all considered in their financial roadmap. Under her leadership, The Longevity Financial Group provides a high-touch advisory experience that prioritizes clarity, efficiency, and long-term impact.
Beyond her work in finance, Heather is deeply committed to family and mentorship. As a wife and mother of four daughters, she understands the importance of balance, resilience, and building generational wealth that extends beyond financial assets. She is passionate about helping families establish financial security while creating a legacy of faith, purpose, and impact.
In addition, as a published author in the teen girl devotional space, she helps young women navigate challenges, develop self-worth, and build strong foundations for their futures.
Under Heatherβs leadership, The Longevity Financial Group is redefining wealth advisoryβoffering expert financial strategies, disciplined execution, and a purpose-driven approach to help clients build, protect, and pass on their legacy with faith and financial clarity.
At The Longevity Financial Group, delivering exceptional client service requires precision, strategy, and relentless executionβand Alexus Jacobs ensures that every touchpoint reflects these values. As Executive Assistant & Marketing Director, Alexus plays a critical role in optimizing operations, streamlining communication, and executing high-impact marketing strategies that strengthen client relationships.
With a background in teaching, business sales, and marketing, and a Bachelor of Science in Chemistry, Alexus brings a unique blend of analytical thinking, structured processes, and creative problem-solving to her role. She leads with a client-first mindset, ensuring that every interaction, marketing initiative, and internal process is designed to enhance efficiency and drive results.
Alexus ensures a seamless client experience by managing executive schedules, coordinating synergy meetings, and maintaining clear, timely communication to keep clients informed and engaged. She optimizes workflows using AI-powered automation, enhancing efficiency and personalizing client interactions for a more tailored experience. Through data-driven marketing strategies, Alexus develops and executes high-impact campaigns that reinforce trust, credibility, and ongoing value for clients. Her commitment to relentless execution and precision extends to overseeing content creation, social media management, and digital engagementβensuring clients remain connected with the latest financial insights and resources.
Originally from Evergreen, AL, and now based in Montgomery, AL, Alexus is deeply committed to both her professional and personal life. A dedicated mom, she brings the same level of organization, creativity, and execution to her home as she does to The Longevity Financial Group.
At LFG, precision, efficiency, and client-focused execution define our approachβand with Alexus leading operations and marketing, clients can trust that they are always receiving top-tier service and innovative solutions.
Interested in joining forces with The Longevity Financial Group? We are always looking to expand our network with professionals who share our commitment to excellence and client-focused service. If you're a CPA, attorney, tax strategist, or represent a private bank and are interested in exploring partnership opportunities, we invite you to send us a message. Let's discuss how we can collaborate to provide unparalleled financial solutions to our clients.
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The Longevity Financial Group and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
For additional information on services, disclosures, fees, and conflicts of interest, please
visitwww.vanderbiltfg.com/disclosures
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