A complete list of active advisors currently associated with Aventine Financial Group
Warmer can help you find a great advisor at Aventine Financial Group or one who fits your needs even better.
Aventine Financial Group is an SEC‑registered adviser that serves individuals, high‑net‑worth clients, trusts, estates, and retirement plans, offering comprehensive financial planning alongside discretionary and non‑discretionary investment management through tiered service offerings (Premium Financial Planning, Platinum Investment Advisory, and Private Wealth Management). The firm manages roughly $153 million for about 133 clients across a three‑advisor team and tailors financial plans and investment solutions to each client’s goals and circumstances. The firm’s investment process combines fundamental and technical analysis and begins with a risk questionnaire and client profile worksheet to produce an Investment Policy Statement and one of four model allocations (income, conservative, moderate, growth). Portfolios are typically built using low‑cost mutual funds and ETFs but may include individual stocks, bonds, covered‑call and protective‑put option strategies, margin in limited circumstances, and—when appropriate—cryptocurrency exposure via Bitcoin ETFs; the approach is generally long‑term but allows shorter‑term trades as needed. Noteworthy disclosures in the brochure include the firm’s use of client testimonials in advertising, a practice that is uncommon among peers, and its reliance on Charles Schwab as its sole custodian and Broadridge for proxy voting, arrangements the firm identifies as creating potential conflicts of interest. Aventine also provides a quarterly market report with personalized portfolio summaries to managed‑account clients and discloses limited custody arising from fee deductions and standing letters of authorization for a small number of households.
To learn more about the advisors currently working at Aventine Financial Group, 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.
You can also browse Aventine Financial Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Doylestown, PA
| 3
| |
Doylestown, PA
| 7
| |
Port Jefferson Station, NY
| 23
|
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