Fee-Only Financial Planning and Investment Advisory Firm

Offering personal wealth management, family office, retirement plan and institutional consulting services, Warren Averett Asset Management advises on assets in excess of $2.4 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 of 50-plus team members who hold many of the industry’s most prestigious credentials.

Team of 50+ with credential including CFP(R), CPA, JD, CFA, CIMA, PFS, AIF & CRPC
Serving corporate retirement plans ranging from several to thousands of employees
Offices in Alabama, Florida and Georgia

Our goal is to help you thrive by living out our values every day

Integrity in all we do

When in doubt, we take the high road. We honor commitments, are truthful in communications and hold ourselves and each other to high standards. Clients find that assuring. We hope you will too.

Intense client focus

To us, intense client focus starts with the notion that we’re in the relationship business. We offer a sounding board for ideas, education services and connections where they count. In the end, we’re a resource to help you take care of important things in your life.

Passion to win

Performance-driven organizations and individuals always look to make their situations better but often lack the resources, capabilities or experience to achieve this on their own. We become an extension of your team - aiming to be the absolute best at what we do, so you can be the best at what you do.

Team mindset

You have an entire group of advisors within our Firm looking out for you. From our advisors and financial planners to our investment analysts and client service teams, our team will be there when you need us.

Solid Relationships

Solid relationships are the foundation of Warren Averett Asset Management. We have a deep interest in understanding the dynamics behind your family, your business and your employees. Whether you are already successful or looking to achieve more, we learn why. And then give all we have to help you thrive.

Entrepreneurship

Resourceful, innovative, accountable, spirited and yes, competitive. Clients say we share many of their defining traits. Winning matters to you, and to us. We’re driven to add measurable value with ideas, advice and capabilities that help achieve the results you demand of yourself and others.

Sharing our success

Our team is good at what they do. But clients also appreciate that we do good in our communities. We are committed to giving back in the communities where we work and live.

Sharing our Success

Our team is good at what we do, but we also strive to do good in our communities and beyond. Warren Averett Asset Management and our employees share our success through the support of numerous charitable, civic and community organizations. Many of these organizations are leading efforts, impacting causes and touching lives that hit close to home and others in far away places.

Our Community

Our People

Behind every great organization is a great team. Warren Averett Asset Management is filled with a team of passionate, knowledgeable and driven professionals from a variety of backgrounds and experiences. Investment Analysts, Client Service Associates, Financial Planners and more (with strong credentials to show) ready to assist you.

Meet the Team

How Can We Serve You?

Toll Free: 800.759.7857, Phone: 205.979.4100

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

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