A complete list of active advisors currently associated with Avalon Wealth Partners

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

Avalon Wealth Partners provides discretionary asset management, financial planning and consulting to individuals, high‑net‑worth clients, and business entities. The firm offers ongoing portfolio management, prepares full financial plans or targeted consultations, and facilitates implementation through third‑party managers when appropriate. Avalon employs a range of analytical methods — including fundamental, technical, charting, cyclical analysis and Monte Carlo planning — to tailor asset allocation and investment strategies to each client’s goals and risk tolerance, and it conducts periodic (typically quarterly) account reviews. The firm commonly charges asset‑based advisory fees and may place client assets with recommended sub‑advisors or third‑party managers (TPMs), while retaining oversight of those relationships. What distinguishes Avalon from many peers is its formal affiliation with other registered investment advisers and with an affiliated insurance business; the firm discloses that it receives referral fees from TPMs and that the affiliated insurance activity represents a material portion of advisory personnel time and generates commission compensation. Avalon also retains authority to hire, terminate, and in some cases grant full discretionary authority to sub‑advisors, and it discloses these referral and affiliation arrangements as potential conflicts mitigated by disclosure and its fiduciary policies.

To learn more about the advisors currently working at Avalon Wealth Partners, 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.