A complete list of active advisors currently associated with Avise Financial

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

Avise Financial reports about $169.4 million in discretionary assets under management and serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations, estates, and business entities. The firm provides investment management, both directly and through third‑party/outside managers, comprehensive financial planning (project and ongoing), pension consulting, tax preparation and business management, and educational seminars. The firm emphasizes individually tailored portfolios and discretionary account management, using a mix of fundamental, technical, and cyclical analysis alongside principles of modern portfolio theory and both passive and active strategies. Avise also uses third‑party managers and TAMPs for some client accounts and describes a formal due‑diligence and monitoring process for those outside managers, with periodic client reviews to assess suitability and restrictions. What is noteworthy about Avise relative to many peers is its explicit disclosure of promoter arrangements and the use of third‑party marketing under the SEC’s Marketing Rule, and its routine recommendation and oversight of outside investment advisers as part of client solutions. The brochure also highlights an institutional relationship with the custodial platform Altruist (alongside recommendations for Schwab), and the added service scope — including tax preparation and business management — that supplements its advisory offerings.

To learn more about the advisors currently working at Avise Financial, 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.