Certified Financial Planner™ (CFP®)
Indiana University Kelley School of Business
Jeffrey A. Moheban, founder of Avalon Wealth Advisory, has over thirty years of experience advising business owners, physicians, and senior executives of public companies. Jeff has built an extensive clientele of high-net-worth families over the years. His financial and investment recommendations have helped successful individuals achieve their idealized financial goals. A Certified Financial Planner since 1990, Jeff is a 1982 graduate of Indiana University Kelley School of Business.
As Avalon Wealth’s team leader, Jeff also spends time in business development and in managing the firm. Recruiting, training, and mentoring new associates are some of his favorite responsibilities.
Jeff and his wife, Erin, reside in Fishers. They have two daughters – Rachael and Hannah- and a bearded collie, Lillian.