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 discretionary and non‑discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit‑sharing plans. The firm manages about $298 million for roughly 246 clients and also offers retirement‑plan consulting and estate‑planning support delivered via third‑party platforms such as Wealth.com. AWP follows a goal‑oriented wealth planning approach that emphasizes tax efficiency, downside protection, and asset allocation across mutual funds, ETFs, individual securities, fixed income, and alternative investments. The firm routinely uses third‑party managers and sub‑advisers for specialized implementations—naming Canvas for direct indexing, employing options‑based financing strategies via a sub‑advisor, and offering a subscription/retainer advisory model distinct from AUM‑based arrangements. Compared with peers, AWP is notable for recommending or coordinating client access to pooled vehicles and private funds (including hedge funds and private capital) and for integrating such holdings into client plans while clarifying that fund‑level performance fees accrue to managers rather than the firm. The firm also discloses operational features that may affect implementation—publicly referencing third‑party ratings, providing class‑action claims assistance through a vendor, and operating alongside affiliated consulting and insurance entities—each of which is discussed in its brochure as a potential source of conflicts and mitigations.

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.

You can also browse Avid Wealth Partners, LLC's office locations.