A complete list of active advisors currently associated with Avea Financial Planning, LLC

Warmer can help you find a great advisor at Avea Financial Planning, LLC or one who fits your needs even better.

Avea Financial Planning provides fee-only, fiduciary financial planning and portfolio management for individuals and high‑net‑worth clients, combining ongoing comprehensive planning with hourly engagements, educational seminars, and coordinated tax return preparation through a third‑party. Retirement-focused services, including pension analysis and Social Security optimization, are explicitly included in the firm’s service menu. The firm’s investment implementation generally emphasizes passive, asset‑class portfolios and may use third‑party money managers and separate‑account direct‑indexing when appropriate. Planning work stresses retirement readiness, tax‑aware strategies, pension and benefit optimization, and behavioral coaching, with an initial intensive meeting phase followed by a regular review cycle and open ongoing communication. Distinctive features include formal pension consulting and a public educational seminar and speaking program, both of which are less common among independent advisers. The firm also coordinates personal tax return preparation for planning clients and offers financial education for clients’ children, signaling an integrated, multi‑generational approach for a relatively small client base.

To learn more about the advisors currently working at Avea Financial Planning, 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.