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

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

Avid Wealth Partners provides financial planning, consulting, and portfolio management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers both discretionary and non‑discretionary wealth management alongside retirement plan consulting and estate‑planning support delivered via third‑party platforms (e.g., Wealth.com), and it facilitates class‑action claims processing through 11thEstate. The firm follows a goal‑oriented wealth planning process that emphasizes low‑cost asset allocation, tax efficiency, and downside risk management, using a mix of mutual funds, ETFs, individual debt and equity securities and custom solutions. AWP also employs third‑party platform providers and independent managers (including direct indexing via Canvas), uses sub‑advisers for certain strategies, and implements options‑based financing, margin, and other derivatives where appropriate. Compared with many peers, AWP has expanded into managing or recommending investments in pooled vehicles and private investment opportunities, and it offers long/short separately managed account strategies and hedge fund recommendations to qualified clients (the firm discloses it does not receive fund‑level management or performance fees). The firm also offers a subscription/retainer advisory model, supports specialized arrangements such as captive‑insurance accounts with custodial solutions like Altruist, and discloses use of AI‑enabled services and custodial technology and support from major custodians.

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