A complete list of active advisors currently associated with Avant-Garde Wealth

Warmer can help you find a great advisor at Avant-Garde Wealth or one who fits your needs even better.

Avant-Garde Wealth provides ongoing and hourly financial planning, investment management, and financial education through seminars and webinars. The brochure states the firm works with individuals (including high‑income and high‑net‑worth clients) as well as businesses and non‑profit organizations. The firm’s investment approach is described as long‑term and research‑based, centering on index mutual funds and ETFs while constructing customized Investment Policy Statements for each client and exercising discretionary management with regular monitoring and at least annual reviews. Avant‑Garde Wealth also notes it may use a broader set of instruments when appropriate—bonds, REITs, private placements, and insurance products such as fixed or indexed annuities—while considering tax management and client risk profiles. What is distinctive for a small independent adviser is the explicit emphasis on organizational clients and public education: the brochure lists businesses and non‑profits among client types and details a seminar/webinar offering. The firm also documents client policies in formal Investment Policy Statements, requires clients to use Charles Schwab Institutional for custody, and uses third‑party tools (AdvicePay) for fee collection, reflecting a structured, plan‑driven operating model that includes the capability to advise on less‑liquid or specialized holdings.

To learn more about the advisors currently working at Avant-Garde Wealth, 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
Sabina Lewis	Smiths Grove, KY	8

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