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

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

Avere Wealth Management is an independent, single-advisor registered investment adviser serving individuals, families, business owners, executives, trusts, estates and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, integrating cash flow, retirement, investment and tax-aware planning into its advisory services. The firm constructs customized portfolios using ETFs, mutual funds and individual securities with a generally long-term orientation while allowing tactical reallocations for tax efficiency or client needs; it also provides digital asset planning and may advise on accounts held away from the custodian. Avere Wealth uses fundamental and technical analysis supported by technology tools (including AI-enabled transcription and drafting) to streamline operations, with all recommendations subject to human review. Noteworthy distinctions include an affiliated tax and accounting business operated by the firm’s principal — the brochure states the principal devotes approximately 35% of business time to that practice and may prepare individual tax returns under separate engagements — and the principal’s licensure as an insurance professional, with insurance implementations producing commission income and consuming less than 10% of time. The firm also provides retirement plan advisory services in an ERISA fiduciary capacity (including IPS design, vendor analysis and 404(c) assistance), a combination of tax, insurance and plan services that is uncommon among similarly sized independent advisers.

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