Avalon Wealth offers planning, advice, and management services to help you build and maintain durable wealth. Our experts provide a suite of wealth advisory services for business and personal finances.
Every one of our financial advisors is a Certified Financial Planner (CFP®). A CFP® must pass rigorous board exams and complete annual education programs. And perhaps most importantly, a CFP® has a fiduciary duty, meaning they must act only in the client’s best interests.
We’re committed to forging lasting relationships with each and every one of our clients. We’ll help you achieve your financial goals regardless of your unique needs. Here are a few of the ways we stand out from the competition.
We act as your personal CFO, providing objective advice for asset management and financial coordination, anchored by a dynamic Financial Blueprint that adapts to your changing needs.
Our annual flat-fee model offers transparent pricing, eliminating commissions and conflicting incentives, allowing you to optimize your finances with a dedicated fiduciary advisor committed to your best interests.
We believe in empowering you by offering insight and helping you develop a clear understanding of your financial situation. Our trusted advisors develop ideas and present them to you, but you have the ultimate decision-making power when it comes to your finances.
Our financial experts work alongside your existing financial team to deliver seamless services. We’ll communicate with your banker, insurance agent, CPA, lender, attorney, etc., to ensure you achieve your financial goals.
At Avalon Wealth, you aren’t just another client. Our unique process gives you a chance to get to know us (and us a chance to get to know you). From there, you can decide whether you’d like to work with us.
Our prospective client process begins with 1-2 complimentary meetings. Through these meetings, we can discover whether there’s a potential fit.
Next, our advisors will ask for a complete picture of your finances. We’ll ask for important documents like account statements and tax returns so we can determine how to best add value.
We take pride in our individualized services, so we will then present you with a tailored proposal. The proposal details how our firm can best help you grow and maintain wealth. It also includes a fee quote.
After considering our proposal, you decide whether you would like to move forward with Avalon Wealth.
The future is full of uncertainties, but with Avalon Wealth, you have one certainty: quality, comprehensive financial advice offered with only your best interests in mind.
We work with you to create a Financial Blueprint tailored to your unique needs and then help you put that blueprint into action. Whether you’re planning for retirement, looking for investment advice, developing a business strategy, or something else, our talented advisors are ready to help.