A complete list of active advisors currently associated with Avalon Financial Advisors

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

Avalon Financial Advisors serves individual clients and trusts, offering financial planning, ongoing investment management, and consultative hourly advice on topics such as retirement, taxes, estate planning, and special needs. The firm operates as a solo, fee-only registered investment adviser with a small client base and provides ongoing portfolio oversight on a non‑discretionary basis as well as limited‑scope planning engagements. The firm’s investment approach is grounded in Modern Portfolio Theory, diversification across multiple asset classes, and fundamental analysis, with primary use of no‑load mutual funds, ETFs, individual fixed income, and occasional individual equities. Portfolios are reviewed periodically and rebalanced with client approval, and the adviser explicitly considers tax efficiency, employer plan constraints, and written investment policy statements when setting allocations and risk tolerances. What is distinctive about the firm is the principal’s cross-disciplinary credentials: the principal is an Enrolled Agent and a licensed real estate broker who operates an affiliated tax and bookkeeping practice and may be separately engaged to advise on tax or real estate matters — affiliations that are uncommon among independent solo advisory firms. The firm also emphasizes non‑discretionary management (client approval required for trades) and discloses potential conflicts from its tax and real estate activities while noting it does not accept commissions on recommended investment products.

To learn more about the advisors currently working at Avalon Financial Advisors, 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.