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Geoffrey C

Series 63, Series 65

Lemont, PA

Avail Investment Partners, LLC

Geoffrey Caber is a financial advisor with Avail Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Abundance Wealth Counselors, Investment Research Partners, Compass Investments, Purshe Kaplan Sterling Investments, and Abundance Wealth. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach that includes fundamental analysis and allocation across various strategies, including affiliated private funds, while managing disclosed conflicts of interest through formal policies.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Derek V

CFA®, Series 65

Lemont, PA

Avail Investment Partners, LLC

Derek Varner is a CFA® charterholder and Series 65-licensed advisor with 11 years of industry experience. He is a partner at Avail Investment Partners, LLC, and also a partner at Investment Research Partners, LLC. His career includes roles at Abundance Wealth Counselors, Bucknell University, and ARIS Wealth Services Inc. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm uses a predominantly top-down, evidence-based investment approach and allocates across a range of strategies, including affiliated private funds and alternative vehicles.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Martin W

CFA®, Series 66

Lemont, PA

Avail Investment Partners, LLC

Martin Wildy is a CFA® charterholder with 18 years of industry experience. He is currently a partner and investment advisor representative at Avail Investment Partners, LLC, where he has worked since 2021. His prior experience includes roles at firms such as Eventide Asset Management and ARIS Wealth Services. Wildy also consults for the CFA Institute on the examination process and serves on the Finance and Investment Committee of ClearWater Conservancy, a local environmental nonprofit. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach, utilizing fundamental analysis and a range of strategies, including affiliated funds and alternative vehicles, to manage approximately $184 million in assets across discretionary accounts.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Brett G

Series 63, Series 65

Lemont, PA

Avail Investment Partners, LLC

Brett Greenfield is a financial advisor with Avail Investment Partners, LLC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked at Avail Investment Partners since 2021 and is also a partner at Investment Research Partners, LLC. Prior to these roles, he was with Assetmark, Inc. from 2015 to 2019. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and allocates across a variety of strategies, including alternative vehicles and affiliated funds, while managing potential conflicts of interest through formal disclosures and ethical guidelines.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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