A complete list of active advisors currently associated with Avaari Financial

Warmer can help you find a great advisor at Avaari Financial or one who fits your needs even better.

Avaari Financial is a fee‑only, state‑registered independent advisory firm operating as a single‑advisor practice that serves medium- to high‑net‑worth individuals and some institutional clients, with roughly 47 client relationships and about $36 million in assets under management. The firm offers comprehensive financial planning and portfolio management services, including cash‑flow and tax planning, retirement and education planning, asset allocation, investment selection, rebalancing and performance reporting, and also makes project‑based financial plans and hourly engagements available in addition to ongoing advisory relationships. The firm describes its investment approach as deliberately long‑term and disciplined, favoring systematic, diversified asset‑allocation models, fundamental security analysis, occasional rebalancing and tax‑minimization over short‑term trading. The brochure notes the adviser invests personal assets on multi‑decade timeframes similar to clients’ portfolios and typically manages client accounts on a discretionary basis within agreed investment policy statements. Distinctive features include the owner’s dual role as an operations engineer outside the advisory business, which the brochure indicates consumes a substantial portion of his time, and the firm’s relatively small client roster that implies higher assets per client for a solo practice. Other atypical elements for a firm of this size are serving both individual and institutional clients, a general policy of not voting client proxies, and an explicit practice of executing client trades before any personal trades to address potential conflicts of interest.

To learn more about the advisors currently working at Avaari Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.