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 LLC is an SEC‑registered adviser that provides ongoing financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), as well as occasional business and nonprofit accounts. The firm manages roughly $327 million for about 200 clients through a four‑advisor team and also offers one‑time financial plans and participant advisory services for 401(k)/403(b) plans. The firm follows a dynamic, top‑down asset allocation process implemented across four Multi Asset Portfolio (MAP) models—Conservative, Balanced, Growth and Aggressive—with tax‑sensitive, indexed‑benchmark, and non‑mutual‑fund variants available. Portfolios are primarily constructed with mutual funds, ETFs and listed equities, but the firm’s Investment Committee conducts due diligence and may allocate to alternative investments, private placements or hedge funds for qualified clients. Unlike the small minority of peer advisers that use performance‑based fee arrangements, Avondale states it does not charge performance‑based fees and instead bills on an assets‑under‑management basis while disclosing other potential conflicts. The firm’s combination of model variants for non‑mutual‑fund situations (for clients restricted from U.S. mutual funds), explicit plan participant consulting, and the fact that its advisors also hold insurance and broker‑dealer licenses are operational features that distinguish its service mix for a firm of this size.

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.