Warren Averett Asset Management, a registered investment advisory (RIA) firm advising on assets in excess of $1.7bn, has opened an office in Atlanta.
The Atlanta office will be headed by Jim Foster, who has been hired as a senior client consultant to the firm.
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In his new role, Foster will work alongside other Warren Averett companies (CPAs & Advisors, Benefit Consultants, etc.) to offer comprehensive solutions to clients and other HNWIs, families, corporate retirement plans and institutions looking for advisors to help reach their financial goals.
He has over nine years’ of experience in wealth advisory and provides personal financial planning, portfolio management and estate planning services to individuals and families.
Warren Averett Asset Management president Josh Reidinger said: "We are very pleased to expand our services into the Atlanta market. We have the utmost confidence that this addition will improve our ability to deliver high-quality solutions to both new and current clients in the Atlanta area."
The company provides wealth management, family office, retirement plan, institutional consulting, investment, tax, estate and financial planning services with a team of more than 30 staff.
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