Personal Services

Our Personal Services division serves individuals in areas including investment management, tax, estate, financial planning services and daily money management.

For families of private wealth as well as high-net-worth individuals, Warren Averett can act as your family’s personal CFO, coordinating day-to-day accounting, taxes, succession planning, payroll, bill payment and charitable giving.

We will be there to support you through marriage, divorce or any other family changes. As we work to paint the financial picture you need, clients benefit from our work, providing financial analysis, advice and tax understanding, which are all critical considerations to your personal financial plans. As your trusted adviser, we can play a key role in delivering customized solutions to fit your lifestyle and financial needs.

Meet Our Personal Services Team

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

Contact Us

Phone: 800.759.7857

Questions about how we can help you or your business thrive, or want to learn more about Warren Averett? Get in touch with us today!