A complete list of active advisors currently associated with Avenue Retirement Services

Warmer can help you find a great advisor at Avenue Retirement Services or one who fits your needs even better.

Avenue Retirement Services advises individuals, trusts, estates and small businesses on retirement planning, cash‑flow and debt management, tax and estate planning, and business consulting, and offers both one‑time financial planning/consultation and ongoing investment supervisory services. The firm manages about $27.5 million across roughly 60 client relationships and typically works with non‑high‑net‑worth individual clients. The firm employs an active asset‑management approach that blends charting, cyclical, fundamental and technical analysis to set asset allocation, sector exposure and timing, and it prepares investment policy statements with periodic monitoring and rebalancing. Portfolios commonly include U.S. equities, ETFs, mutual funds, indexed funds, bond funds and REITs, and the firm manages accounts on a discretionary basis when agreed with the client. Notably, the brochure lists ETNs among potential holdings and indicates the firm may use derivatives and borrowing within separately managed accounts, practices that add complexity and risk relative to what many independent advisers employ. The firm also conducts periodic educational workshops and seminars (typically offered pro bono or through a sponsoring organization), a service the brochure highlights as part of its client outreach.

To learn more about the advisors currently working at Avenue Retirement Services, 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.