A complete list of active advisors currently associated with Avaii Wealth Management, LLC

Warmer can help you find a great advisor at Avaii Wealth Management, LLC or one who fits your needs even better.

Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm also supports held‑away participant accounts through a third‑party platform and provides tax preparation and filing services through an in‑house CPA. Avaii operates as a fiduciary and constructs diversified portfolios that combine active and passive mutual funds, ETFs, individual equities and fixed‑income securities, and may engage unaffiliated independent managers for portions of client portfolios. The firm generally manages accounts on a discretionary basis, conducts regular reviews, and may employ options and other derivative strategies opportunistically where aligned with a client’s objectives and risk tolerance. Noteworthy aspects of the firm include its in‑house tax preparation capability and the fact that multiple advisory personnel are licensed insurance professionals, practices that can create potential conflicts when insurance or tax services are recommended. Avaii also documents ERISA fiduciary status for retirement plan work, uses third‑party tools to manage participant accounts without taking custody, and maintains institutional relationships with major custodians for platform support.

To learn more about the advisors currently working at Avaii Wealth Management, LLC, 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.