BIRMINGHAM, Ala. | Kassouf & Co., Inc. and Kassouf Wealth Advisors Director Gerard Kassouf was recently named one of Money’s Best Financial Planners in their 2024 list. In partnership with the Financial Planning Association, Money compiled the 80 best financial…
Kassouf & Co., Inc. is a 2024 INSIDE Public Accounting Top 300 Firm. IPA’s annual ranking is based on revenue and a survey, which boasts a 90% completion rate. Kassouf Wealth Advisors is part of the Kassouf Family of Companies,…
Accounting Today honored Kassouf Wealth Advisors a 2024 Wealth Magnet in their annual list of Top 150 Firms by Assets Under Management (AUM). KWA’s investment management partner, Savant Wealth, ranked first, proving that they are the premier partner for KWA.…
As you may recall, our long-term portfolio management partner, Capital Directions, merged with Savant Wealth Management in February 2023. One of the final steps in their integration with Savant is transitioning your online client portal to Savant’s infrastructure. The transition…
As we enter graduation season, you may be thinking about your own children’s future. One of the best ways to ensure a strong start for your children is through education planning. We’ve compiled four tips to help you get started.…
We are proud to partner with Savant Wealth Management, a fee-only, independent RIA firm, to offer investment management services. Founded in 1986, the firm currently holds approximately $25.1 billion in assets under management and assets under advisement. Savant has been…
Accounting Today named Kassouf Wealth Advisors a 2023 Wealth Magnet in their latest Top Firms by Assets Under Management (AUM) issue. Kassouf Wealth Advisors earned this honor the past several years, which recognizes top financial planning and wealth management firms…
Kassouf named a new member of its leadership team. Shannon J. Pike, CFP® will work as a Principal in the firm’s financial planning and wealth management area. “Shannon’s extensive experience, knowledge, and devotion to clients make him an invaluable addition…
Even with a significant rebound in Fourth Quarter, stocks and bonds finished 2022 solidly in the red. Whether the lows reached in October prove to be the turning point in the recent downturn remains to be seen, but it is…
All of us at Kassouf continue to work with Capital Directions to provide a steady focus in these uncertain times. While there are many indications that the economic downturn is real, the unknowns are the length and the depth before…