An Investment Advisor Working for You

Avalon Wealth Advisory is an investment advisory firm specializing in working with individuals and families who don’t have the expertise, desire, or time to manage their finances on their own.

Here is an overview of what you can expect:

  • We typically engage in two initial meetings at no cost or commitment so we can become acquainted with potential clients and understand their financial expectations and needs.
  • Once an initial assessment is made we can determine whether to proceed with a formalized relationship as your financial advisor. At this point, we will outline a proposal and cost structure for your consideration.

Investment Advisor Transition FAQs

What if I have an advisor already but would like to switch to Avalon Wealth Advisory?

You may be concerned about how much effort it takes to switch from your current financial planner or investment advisor. Our team is experienced in making this an easy transition for you. When you choose to switch to Avalon we will take care of the details to make the process smooth from the beginning.

In addition, our open architecture allows us to coordinate our planning process with other advisors you may already have relationships with. Hiring us does not require you to fire someone else!

What can I expect at my first meeting?

We will spend most of the first meeting getting to know you. Our goal is to ensure that we have a clear picture of where you are and where you want to go.

What information will I need to provide?

In order to get a good picture of your current financial situation, we find it helpful to start with some basic financial information. After our first meeting, the following documents will give us a good place to start:

  • A current list of all assets and debts.
  • Your current investment and retirement statements (stocks, bonds, mutual funds, 401(k)s, IRAs, etc.).
  • Your most recent tax return.

What will the initial consultation cost me?

Our initial meeting (and likely our first two meetings) are conducted at no cost and with no obligation. You have nothing to lose and everything to gain by reaching out and initiating a conversation with Avalon. At a minimum we will discuss how you are doing and potential areas for improvement.

What is a fiduciary?

A fiduciary is a person or organization that owes to another the duties of good faith and trust.  The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interest.  At Avalon, we honor this relationship with our clients as we continually act in our clients’ best interests and with their needs in mind.