The Avalon Advantage
The Avalon Advantage
In order to construct a secure financial future for our clients, the fee only advisor team at Avalon will:
- Act as a fiduciary, making recommendations in your best interest.
- Provide comprehensive, unbiased advice.
- Be a fee only advisor. The only form of compensation we receive is the flat fee paid directly from our clients.
- Create a financial program customized to meet your goals and objectives.
Our goal for each client is to:
- Create a financial blueprint.
- Implement and coordinate the recommendations.
- Maintain and adapt the financial blueprint to meet the client’s changing needs.
The fee only advisors at Avalon are committed to:
- Building relationships with clients.
- Providing the highest quality of service to our clients.
- Tailoring services to each client’s individual needs.
- Meeting at the location and time most convenient to the client.
- Working as a team, respectful of the experience and talents of other professional advisors.
- Offering a custom solution to each client.
- Pricing our services fairly.
What is a Fee Only Advisor?
Avalon is proud to be a fee only financial planning firm which means the only compensation we receive is the client’s annual flat fee.
Being fee only means that we:
- Determine a flat fee at the beginning of our relationship.
- Have fewer inherent conflicts of interest; we do not sell any products.
- Provide comprehensive, unbiased advice.
- Act as a fiduciary making recommendations in the client’s best interest.
Your financial program is tailored to fit your goals and objectives, not designed with sales commissions in mind.