Warren Averett Asset Management – Wealth Management Firm Serving Homewood

Warren Averett Asset Management is an independent Registered Investment Advisor (RIA) offering comprehensive financial planning and wealth management services.

The financial advisors at Warren Averett Asset Management understand that, in order to effectively achieve their financial goals, our clients need the right fit and support in a wealth management company. That’s why our Homewood asset management professionals tailor our comprehensive financial services to each individual client. We strive to provide our clients with the support and guidance that they need to accomplish what’s important to them.

We hope that, in reviewing the answers to the questions below, you’ll see the advantage of working with Warren Averett Asset Management.

Warren Averett Asset Management’s Homewood, AL team is composed of financial advisors who are credentialed professionals dedicated to their clients’ success. Our Homewood team maintains connections with relevant professional organizations and holds designations such as Certified Financial Planner, Chartered Financial Analyst and Chartered Alternative Investment Analyst.

In addition to their professional credentials and accomplishments, our team of asset management professionals is committed to the Homewood community, our Homewood clients and the success of both.

Click here to learn more about Warren Averett Asset Management’s Homewood financial advisors.

Our team of certified financial advisors and wealth management professionals offers comprehensive services in five main areas:

Private Client Services

Blending tax, estate, financial planning services and investment management, our team of Homewood, AL certified financial advisors provides clients a comprehensive wealth management solution that is designed to meet their individual goals. In tailoring our services to help you thrive, our Homewood financial advisors:

  • Gain a full knowledge of your financial and personal goals;
  • Communicate regularly and provide needed updates; and
  • Approach investing in a manner driven by data.

Family Office Services

Protecting your wealth is crucial for providing a legacy for your family. Our Homewood, AL wealth management professionals and financial advisors can help your family design a financial plan with lasting impact. With your family’s financial goals and future objectives in mind, our wealth management team can provide comprehensive risk management, asset management, estate, tax, philanthropic planning, cash flow planning and more.

Corporate Retirement Plans

Warren Averett Asset Management offers corporate retirement plan solutions through 401(k) Complete, a comprehensive retirement plan solution that includes:

  • Administration services
  • Recordkeeping services
  • Investment management

Warren Averett Asset Management makes financial planning for retirement simple by providing a spectrum of business retirement plan services.

Institutional Consulting

Warren Averett Asset Management offers the support institutions need to ensure ongoing strength and minimize risks. Warren Averett Asset Management can provide institutions, such as religious foundations, academic institutions and community grant makers, with:

  • Board education
  • Investment policy analysis
  • Spending analysis
  • Investment planning
  • Governance review
  • All required reporting
  • Cash management solutions
  • Short and intermediate-term bond portfolios
  • Portfolios constructed with specific targets in mind
  • Preferred relationships for custody and safekeeping

Women’s Wealth Connection

Our advisory team created Women’s Wealth Connection to provide women with a tailored offering of financial planning, investment management and estate planning to meet their unique needs. Women can feel confident that Warren Averett Asset Management will empower them to make decisions that positively impact their financial future.

Disclosure: The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. A copy of Warren Averett Asset Management’s current written disclosure brochure discussing our advisory services and fees is available upon request.

Homewood Fee Only Financial Advisors

Warren Averett Asset Management’s Homewood investment management team is dedicated to providing our clients with an independent and comprehensive asset management service. Warren Averett Asset Management is a fee only financial advisor, which means that our Homewood wealth management team is 100% independent, free from quotas, fund restrictions and proprietary products. Because of Warren Averett Asset Management’s fee only status, every financial solution that is put into place for our clients is designed to serve their best interests.

At Warren Averett Asset Management, our team of financial advisors understands that wealth management isn’t just about numbers. That’s why our team is committed to not only understanding data and trends; they’re committed to understanding you.

Our customized wealth management solutions are designed for our clients with their specific goals in mind because our advisors are dedicated to helping them thrive. At the end of the day, our mission and promise is to help you accomplish what’s most important to you. You have goals that are unique to you and your family. Our team believes that your financial planning should reflect that, and they are committed to helping you see those goals become reality. We believe that no one else will root harder for you than the financial advisors and wealth management professionals at Warren Averett Asset Management.

Warren Averett Asset Management’s Homewood firm also serves Vestavia Hills, Mountain Brook, Hoover, and other surrounding areas.

For a complimentary assessment, get in touch with one of our Homewood advisors at 205.871.3334 or visit our Contact Us page.

How to find Warren Averett Asset Management’s Homewood office

From I-65 S
  • Heading south on I-65, take Exit 255/Lakeshore Drive
  • Use the two left lanes to turn left onto Lakeshore Drive/AL-149
  • Continue on Lakeshore for 1.5 miles and turn right at a traffic light onto University Park Drive, then take the first left onto University Park Place
  • Park in the designated Visitor Parking spaces near the building entrance
  • Enter the building, take the elevator to the fifth floor and enter Suite 501

 

From I-65 N
  • Heading north on I-65, take Exit 255/Lakeshore Drive
  • Use the far right lane to turn right onto Lakeshore Drive/AL-149
  • Continue on Lakeshore for 1.3 miles and turn right at a traffic light onto University Park Drive, then take the first left onto University Park Place
  • Park in the designated Visitor Parking spaces near the building entrance
  • Enter the building, take the elevator to the fifth floor and enter Suite 501
From US-280 E
  • Heading east on Highway 280, take the AL-149/Lakeshore Drive exit toward Homewood
  • Turn left off the exit onto AL-149/Lakeshore Drive
  • Continue on AL-149/Lakeshore Drive for 2.1 miles, passing Samford University on your right.
  • Turn left at a traffic light onto University Park Drive, then take the first left onto University Park Place
  • Park in the designated Visitor Parking spaces near the building entrance
  • Enter the building, take the elevator to the fifth floor and enter Suite 501
From US-280 W
  • Heading west on Highway 280, take the AL-149/Lakeshore Drive exit toward Homewood
  • Turn left off the exit onto AL-149/Lakeshore Drive
  • Continue on AL-149/Lakeshore Drive for 2.1 miles, passing Samford University on your right.
  • Turn left at a traffic light onto University Park Drive, then take the first left onto University Park Place
  • Park in the designated Visitor Parking spaces near the building entrance
  • Enter the building, take the elevator to the fifth floor and enter Suite 501

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