Kassouf Wealth Advisors, LLC

David Kassouf is a CFP® with 25 years of experience in financial advisory services and is the founder of Kassouf Wealth Advisors, LLC, where he has worked since 1999. He is also the director and lead partner in the business services group at Kassouf & Co., P.C., a certified public accounting firm established in 1974. Kassouf Wealth Advisors is a fee-only advisory firm serving individual and institutional clients with financial planning, investment consulting, and discretionary asset management. The firm employs a Modern Portfolio Theory framework and a passive investment approach, focusing on low-cost, broadly diversified mutual funds and ETFs.

Michelle Pike is a CFP® with 23 years of industry experience, currently serving as an advisor at Kassouf Wealth Advisors, LLC in Birmingham, AL. She has been associated with L. Paul Kassouf & Co. and Kassouf Wealth Advisors since 2000. In addition to her advisory role, she performs various accounting functions as a principal at Kassouf & Co. for approximately 10 hours per month. Kassouf Wealth Advisors, LLC is a fee-only, SEC-registered advisory firm providing financial planning, investment consulting, and asset management to individuals, businesses, trusts, and qualified retirement plans. The firm emphasizes a passive, low-cost investment approach grounded in Modern Portfolio Theory and manages client accounts on a discretionary basis.

Gerard Kassouf is a CFP® and Series 65 credentialed financial advisor with 25 years of industry experience. He has been with Kassouf Wealth Advisors, LLC since 1999 and also serves as director and partner in the healthcare services group at Kassouf & Co., P.C., a certified public accounting firm. In addition to his advisory work, he is involved in healthcare consulting and pension plan compliance through affiliated business activities. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals, businesses, and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment approach, focusing on low-cost, diversified mutual funds and ETFs and utilizing outsourced asset-allocation programs for portfolio management.

Jonathan Kassouf is a PFS™ credentialed advisor with six years of industry experience. He is the director of Kassouf & Co., P.C., a public accounting firm he has been involved with since 2008. Kassouf Wealth Advisors, LLC is a fee-only advisory firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment style, emphasizing low-cost, broadly diversified mutual funds and ETFs, and provides discretionary asset management through a seven-advisor team.

Shannon Pike is a CFP® and holds a Series 66 license with 21 years of industry experience. She has worked at Kassouf Wealth Advisors, LLC and Kassouf & Co., P.C. since 2022, and previously worked at Tanglewood Legacy Advisers, LLC from 2016 to 2022. In addition to her advisory role, she serves as a principal at an accounting firm where she performs various accounting functions. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm uses a Modern Portfolio Theory framework with a passive investment style focused on low-cost, diversified mutual funds and ETFs, and offers an outsourced asset-allocation program administered by Savant Wealth Management.

Caroline Gayle is a CFP® with 14 years of industry experience. She is currently with Kassouf Wealth Advisors, LLC, where she has worked since 2024. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Patterson Andrews Wealth Management, Wesley Patterson, and Stifel. Kassouf Wealth Advisors is a fee-only firm serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a Modern Portfolio Theory framework with a passive investment approach, utilizing low-cost, diversified mutual funds and ETFs, and often outsources day-to-day portfolio management to Savant Wealth Management.