A complete list of active advisors currently associated with Avenues Wealth, LLC

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

Avenues Wealth is a fee‑only, independent registered investment adviser serving approximately 60 clients and managing about $81.5 million in assets. The firm provides portfolio management, financial planning, general consulting, and retirement-plan advisory services for individuals and other entities. The adviser builds diversified portfolios using mutual funds, ETFs, fixed income, equities and insurance/annuity products and documents objectives in an Investment Policy Statement after an initial discovery meeting. Management is typically discretionary, with an emphasis on asset‑allocation frameworks (strategic, tactical, core‑satellite, and risk‑adjusted measures) and ongoing monitoring and rebalancing. Compared with many solo independent advisers, the firm also advises charitable organizations and acts as a 3(38) advisor for ERISA‑qualified pension and profit‑sharing plans and other institutional clients—services that are relatively uncommon for firms this size. The firm also provides fee‑based insurance analysis and coordinates plan menu construction and third‑party administrator platforms for retirement plans.

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

Name	Location	Years of experience
Jeffrey Nielson	Winter Park, FL	28

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