A complete list of active advisors currently associated with AVK Partners

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

AVK Partners provides investment management and comprehensive financial planning to individuals, high‑net‑worth clients, retirement plans, charitable organizations, and businesses. The fee‑only, state‑registered adviser manages roughly $11.3 million across a small client base and offers both ongoing comprehensive planning subscriptions and project‑based engagements. The firm constructs portfolios around strategic asset allocation with tactical overlays, using a mix of passive and active vehicles and employing fundamental, technical, and tactical analysis within a modern portfolio theory framework. Accounts are managed on a discretionary basis (with client‑imposed restrictions accepted in writing) and are reviewed at least quarterly. AVK Partners offers educational seminars and speaking engagements that are expressly educational, not individualized advice—a capability that is relatively uncommon among similar independent advisers; seminars can be delivered virtually or in person and may be charged either per event or per participant. The firm’s principal holds a CFA charter and institutional asset‑management experience, and the adviser implements client trades on an individual basis rather than through aggregate block trading.

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

Name	Location	Years of experience
Jeffrey Sinder	Concord, MA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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