Executive Services

Warren Averett is uniquely able to provide your C-Suite employees and leadership with financial peace of mind so that they can focus on leading the day-to-day of your business.

Our team works directly with corporate executives to help create a comprehensive tax, estate and financial plan. Our cross-disciplinary team of Certified Public Accountants and Certified Financial Planners discover your needs and goals, and then handle the planning and monitoring so that you can focus on your career, company and personal responsibilities.

Executive Service can include any or all of the following:

  • Investment planning
  • Retirement planning
  • Tax preparation
  • Estate planning
  • Risk management
  • Cash-flow planning
  • Philanthropy planning

Meet Our Executive Services Team

Learn more about our team members’ expertise, insights and how we can help you thrive