Avalon Wealth Partners

Avalon Wealth Partners is a small, independent advisory firm founded in 2023 that serves individuals, high‑net‑worth clients and business entities and manages roughly $10.4 million for about 35 client relationships. The firm provides discretionary asset management, financial planning and consulting, and facilitates relationships with third‑party managers when appropriate.

The firm constructs client‑specific investment programs based on stated objectives, time horizon and risk tolerance and uses a variety of analysis methods (including fundamental, technical, charting and Monte Carlo techniques) to inform portfolios. Avalon regularly engages Sub‑Advisors and third‑party managers to implement strategies, retains authority to hire and terminate those managers, and monitors their performance while acting as the ongoing liaison to clients.

Notably, Avalon discloses an affiliation with other investment advisers through formal Sub‑Advisor and TPM referral arrangements and receives an ongoing portion of fees from some TPMs, a practice identified as an uncommon feature for peers and one that the firm addresses through disclosures and oversight. The firm’s principal also operates an affiliated insurance business (Anver, LLC dba Avalon Wealth) and devotes a significant portion of time to that activity, receiving typical insurance commissions; this insurance affiliation and the fee‑sharing arrangements with TPMs are material conflicts disclosed in the brochure and are managed through the firm’s procedures and fiduciary obligations.