A complete list of active advisors currently associated with Financial Avenues

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

Financial Avenues is a fee-only advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and businesses with financial planning, investment consultation, and ongoing portfolio management. The firm operates as a small team of four advisors managing roughly $148 million across about 94 client relationships. Engagements typically begin with a written financial plan that evaluates goals, holdings, investment experience, and risk tolerance; clients may then retain the firm for follow‑up planning or ongoing management under discretionary or non‑discretionary authority. Portfolios are generally built using diversified, cost‑efficient index mutual funds and ETFs, with regular rebalancing and occasional tactical overlays as requested; the firm states it does not invest in crypto assets. Compared with many peers, Financial Avenues regularly offers public financial education workshops on an as‑announced basis that provide general retirement and wealth‑management content without product sales. The firm also departs from the common percentage‑of‑assets fee model, instead using hourly and fixed engagement billing, and notes membership in fee‑only networks (including the Garrett Planning Network) that support its planning‑focused practice.

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