OUR STORY


Warren, Averett, Kimbrough & Marino Wealth Management, LLC is an affiliate of the accounting and business advisory firm, Warren, Averett, Kimbrough & Marino, LLC. In the course of serving clients since 1972, Warren Averett saw a need among clients for direct, independent and personal comprehensive wealth management services. As a result, in 1999, the financial services division, Warren, Averett, Kimbrough & Marino Wealth Management, LLC was created. The goal was to build a financial planning and investment advisory firm that reflected the objectivity and trusted advisory relationship found among the tax, audit and accounting relationships in the CPA firm. Our business philosophies and beliefs are rooted in this heritage of trusted, personal relationships.

We believe in offering comprehensive wealth management services that are based on a disciplined approach, independent advice and strong personal relationships.

We believe in a disciplined investment strategy rooted in Modern Portfolio Theory that includes utilizing asset allocation and a diversified portfolio.

We believe in systematically rebalancing client portfolios to maintain an appropriate risk profile.

We believe in creating and steadfastly maintaining long-term investment strategies regardless of short-term fluctuations.

We believe in treating our clients the way we would like to be treated.

Thanks to hard work and a great group of clients who have placed their trust in us, Warren Averett Wealth Management is one of the largest wealth management firms in the southeast.

Category for Ranking Our Firm Ranks Source
Financial Planning and Investment Advisory Firms 9 Birmingham Business Journal (2011)
Top Financial Investment and Advisory Firms in Alabama 6 Business Alabama (2011)
“Wealth Magnets” largest CPA firm owned Wealth Management practices in the United States 32 CPA Wealth Provider (2010)
Top Wealth Manager Rankings 140 Wealth Manager (2010)