A complete list of active advisors currently associated with Avondale Wealth Management LLC

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

Avondale Wealth Management provides financial planning and portfolio management primarily to individual and high‑net‑worth clients and, on occasion, to businesses and non‑profits. The firm manages roughly $327 million across about 200 client relationships and operates with a small advisory team. The firm follows an active, top‑down investment process that implements dynamic asset allocation through a set of model portfolios (Multi Asset Portfolios) with conservative to aggressive options, including tax‑sensitive and non‑mutual fund variants and indexed benchmark alternatives. An internal Investment Committee meets regularly to monitor macroeconomic indicators, perform security‑level due diligence, and incorporate alternative investments or significant cash allocations when warranted; clients also receive financial planning via eMoney and reporting through third‑party platforms. A distinctive feature is that Avondale can enter into performance‑based fee arrangements with qualified clients, an uncommon practice among peers and one that the firm manages under applicable regulatory exemptions and internal controls. The firm also maintains an amplified service tier for very large accounts, offers non‑mutual fund solutions for cross‑border or custody‑constrained clients, and discloses potential conflicts from advisors’ insurance and brokerage affiliations.

To learn more about the advisors currently working at Avondale Wealth Management 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.