Warren Averett Asset Management and the Birmingham-based investment advisory firm, Kinsight, joined forces this past quarter. This merger has made Warren Averett Asset Management the largest fee-only financial planning and investment advisory firm in Alabama, with combined assets under management in excess of $2.3 Billion.
Before the merger, Kinsight advised over 160 clients with assets under management in excess of $400 million and was an independent Registered Investment Advisor (RIA). Their focus has always been on financial planning and portfolio investing for clients. Their team is highly credentialed with two CFAs and three CFPs who are already contributing to Warren Averett Asset Management.