Adam Stephenson Certified Public Accountant

Warren Averett LLC in Montgomery, led by Sherry L Tatum, CPA, is a trusted firm offering comprehensive accounting services, technology resources, and HR solutions advisory. Their team provides valuable insights and expert advice to support your business's growth and success. With a focus on helping clients thrive, Warren Averett delivers top-notch resources and guidance tailored to meet your specific needs. Count on their expertise to navigate the complexities of finance, technology, and human resources with confidence. Generated from their website's infomation

Waverly Advisors is an independent registered investment advisor based in Montgomery, AL, managing approximately $17.3 billion in assets across various services, including personal wealth management, family office, retirement planning, and institutional consulting. With a dedicated team of 290 professionals holding prestigious credentials such as CFP, CPA, and CFA, the firm emphasizes a client-focused approach that combines investment management with comprehensive financial planning. Committed to enhancing client outcomes, Waverly Advisors has recently expanded its capabilities through strategic acquisitions, strengthening its infrastructure and resources. The firm prides itself on being fee-only and fiduciary, ensuring transparent and collaborative service tailored to individual and corporate needs. Generated from the website