A complete list of active advisors currently associated with Avion Wealth

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

Avion Wealth provides discretionary portfolio management and comprehensive wealth management to individuals (including high‑net‑worth clients), trusts, charitable organizations, and business entities. The firm typically requires a $1,000,000 account minimum (waivable in certain cases) and offers advanced financial planning, retirement plan advice, and referrals to outside specialists as part of its services. The firm’s investment approach emphasizes long‑term, buy‑and‑hold asset allocation grounded in Modern Portfolio Theory, with a primary recommendation of indexed mutual funds and exchange‑traded funds and ongoing monthly reviews and rebalancing. Avion reports managing about $984.6 million in assets on a discretionary basis and treats cash as an asset class included in assets under management. Avion’s public materials call out endorsements and client testimonials and advertise third‑party ratings — practices that are uncommon among peer team firms. The brochure also highlights a structured service model (an “Avion Wealth Formula” combining investment consulting, advanced planning and relationship management), a designated “Complex Entrepreneur” fee minimum, and a team composition with multiple CFP‑certified advisors, all of which are notable elements of its operating model.

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