A complete list of active advisors currently associated with Avalon Financial LLC
Warmer can help you find a great advisor at Avalon Financial LLC or one who fits your needs even better.
Avalon Financial provides discretionary investment management and complimentary financial planning to private individuals across taxable, retirement, and educational accounts. Services include portfolio construction using stocks, bonds, ETFs, mutual funds and select cryptocurrencies, account setup and transfers, and guidance on banking, budgeting, insurance, and annuities. The firm follows a long-term, buy-and-hold approach grounded in fundamental analysis of individual companies and macroeconomic research, favoring U.S. stocks over ETFs or bonds and advising against leverage, options, margin, and forex. Portfolios are managed within each client’s risk profile with controls to limit concentration (generally no single stock over 15%), periodic reviews, quarterly performance reporting, and tax-aware holding practices. Notably, Avalon Financial produces and distributes a quarterly client newsletter that summarizes economic factors and market updates — a feature uncommon among independent peers. Its modest asset base and client roster support hands-on monitoring and personalized follow-up, and the firm has selected a national custodian to facilitate low-cost execution and reporting.
To learn more about the advisors currently working at Avalon Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Slayton, MN
| 6
|
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