Warren Averett Wilson Price
Wealth Management


Warren Averett Wilson Price Wealth Management is an independent, fee-only, Registered Investment Advisory Firm, and is an affiliate of Warren Averett Wilson Price, one of the largest and most respected CPA firms in Alabama.

Investing successfully over the long term is difficult. Individual investors tend to “chase returns” and are therefore subject to higher levels of market volatility (risk) which can lead to poor decisions. Inadequate planning in advance of investing can further complicate investment decisions. The goal of Warren Averett Wilson Price Wealth Management is to serve our clients by making available to them the investment processes, methodologies, and professional talent employed by sophisticated institutional investors.

Mr. Thompson is the president and co-owner of Warren Averett Wilson Price Wealth Management. Irby Thompson has spent his entire career in the financial services industry. He holds the Certified Financial Planner (CFP®) designation and is a registered investment advisor. Irby earned his bachelor’s degree in finance and risk management from the University of Alabama. He brings a strong risk management perspective to investing from 20 years as an owner and principal of Thompson Insurance, Inc., a commercial-lines property and casualty insurance agency.

Our methodology for constructing client portfolios involves using several layers of diversification to better manage risk without sacrificing returns. Building upon the premise that individual asset classes behave differently, we believe that investors should focus on portfolios, not individual securities, to achieve reasonable returns while managing risk.

The diversification & risk management we seek is achieved through the use of multiple money managers in various asset classes, managing with different investment styles. This broad diversification serves to dampen the wide swings in performance that can lead to inferior investment results.

Managing investments in this fashion is difficult for the individual investor working alone or with a commission-compensated stock broker. Rather than responding to solicitations for the sale of stocks, bonds, mutual funds, etc., the fee-only process employed by Wilson Price Wealth Management begins with an analysis of your investing personality and your goals. The second step is the design of a highly diversified portfolio to fit these goals. Implementation of the portfolio is the third step, and the ongoing review of the portfolio and your goals complete the process.