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 serves medium- to high-net-worth individuals and select institutions, providing comprehensive financial planning and portfolio management that covers cash flow, tax planning, retirement and education planning, and ongoing investment monitoring. The firm operates on a fee-only basis and also offers project-based financial plans and hourly engagements, with the ability to accept client-imposed cash or allocation restrictions. The firm’s investment approach emphasizes a long-term, systematic strategy that focuses on initial portfolio structure, broad diversification, prudent asset allocation, occasional rebalancing and fundamental analysis of securities rather than frequent trading. Portfolios are typically managed on a discretionary, model-driven basis and reviewed at least quarterly, with performance reporting provided to clients. Avaari Financial is a small, solo-owned practice with fewer than 50 clients and reported approximately $27.3 million in discretionary assets as of 12/31/2023, and the owner splits time between the advisory practice and an outside operations role — a combination that may affect capacity and client service dynamics. The firm discloses no product commissions, no performance-based fees, no soft-dollar arrangements, generally does not vote client proxies, and maintains a personal-trading policy that gives client orders priority over the owner’s personal trades.

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.