What Matters to You

Let us get to know you and you’ll experience a difference that works to your advantage. Count on independence – advisors operating free from quotas, fund restrictions and proprietary products. Count on discipline – a data-driven approach with in-depth research. Count on a better return on relationships – advisors whose passionate commitment to your success matches your own.

Third Quarter Market Update, Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward

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Financial Planning During a Pandemic: Dos and Don’ts

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Welcome to Warren Averett Asset Management Count on independence, discipline and a better return on relationships.

Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward From the onset of the pandemic to the shutdown of many global economies, the rapid decline and then rapid recovery of the U.S. stock market, the year has been unlike any year in recent memory.

Financial Planning During a Pandemic: Dos and Don’ts We can’t predict what changes will be made as a result of COVID-19, but as we all endure the effects of this pandemic, we do recommend focusing on what you can control.

Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management advises on assets in excess of $2.6 Billion and is an Independent Registered Investment Advisor (RIA). Warren Averett Asset Management offers clients collaborative investment, tax, estate and financial planning services, through a team holding many of the industry’s most prestigious credentials.

Advising on assets in excess of $2.6 Billion

50+ team members

15 top credentials including CPA, CFP, CFA, CIMA and AWMA among others

Private Client Services

Blending investment management, tax, estate, retirement, education, risk management and financial planning services.

Women’s Wealth Connection

Offering comprehensive financial planning and investment management services for women.

Family Office

Managing high performing families' investment portfolio, estate planning, real estate, staff and other provisions.

Institutional Consulting

Providing academic institutions, religious foundations and community grant makers a trusted advisor to ensure their ongoing strength.

Corporate Retirement Plans

Offering 401(k) Complete, a comprehensive retirement plan solution.

Medicare: Review Your Coverage to Avoid a Costly Mistake

Written by Ashley Tucker on October 19, 2020

Two Estate Planning Mistakes and Tips for Avoiding Them [Plus Real-Life Examples]

Written by Barry Prim, MBA on October 19, 2020

Third Quarter Market Update, Why You Don’t Want to Miss the Market’s Best Days and What’s in Store Going Forward

Written by John B. Cox, CFA, CAIA on October 12, 2020

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Warren Averett Asset Management Named One of Birmingham’s Best Places to Work

May 8, 2020

Marypat Peeples Named as a Recipient of Birmingham Business Journal’s NextGen: Money 2020 Awards

May 6, 2020

Gavin Gillison Contributes to Birmingham Business Journal with Insights into Wealth Management

April 7, 2020

Find a Warren Averett office near you.

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Phone: 205.979.4100, Toll Free: 800.759.7857

Questions or want to learn more? Get in touch with us!

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