Washington Avenue Advisors logo

Washington Avenue Advisors

Updated today

Client AUM

$301,458,710

Clients

662

Advisors

8

of 11 employees

About

Washington Avenue Advisors is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans, businesses, and non‑profit associations, managing roughly $336 million for about 662 clients and supported by an eight‑advisor team. The firm offers comprehensive financial planning, portfolio management, retirement and employee‑benefits consulting, and tailored planning for business owners.

The firm’s investment process emphasizes asset allocation guided by behavioral, fundamental, and quantitative/technical analysis, implemented through mutual funds, ETFs, individual securities, separately managed accounts and third‑party managers, and wrap‑fee programs; accounts are reviewed at least annually and may be managed on a discretionary or non‑discretionary basis. Financial planning is presented as foundational to portfolio work, with plans customized for clients’ goals, risk tolerance, insurance needs, and legacy transfer objectives.

What distinguishes the firm from many peers is its disclosed involvement with private fund and venture investments—WAA recommends and is affiliated with a private fund (Exit Quotient Ventures Fund I) and has related venture investment vehicles and start‑up investments—and its disclosed ownership interests in development projects that may be offered to clients. The brochure also discloses that certain supervised persons are licensed insurance agents and that a firm advisor has a promoter agreement with an outside manager; these relationships and recent updates to the brochure are presented as potential conflicts of interest and are addressed through full disclosure and client consent.

Client services

Financial planning Portfolio management Educational seminars or workshops
Business planning and consulting services

Expertise

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Values-based investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee for financial planning services, varies per client and plan complexity.

Percentage

$0 - $500,000: 1.00%–1.50% $500,001 - $1,000,000: 0.85%–0.98% $1,000,001 - $2,000,000: 0.75%–0.98% $2,000,001 - $3,000,000: 0.75%–0.87% $3,000,001 - $4,000,000: 0.65%–0.76% $4,000,001 - $5,000,000: 0.65%–0.76% Over $5,000,000+: 0.36%–0.65%

Other

Fee-only: Flat fee for financial planning, varies by plan complexity and client needs; fees are negotiable.

Main office

1146 South Washington Avenue

Lansing MI 48910

Advisors at this office

8

Most active in

California · Colorado · Florida · Illinois · Indiana · Kentucky · Michigan · Nebraska · New Hampshire · New Mexico · North Carolina · Ohio · South Carolina · Texas

Also doing business as

Pioneer Wealth Strategies · Rushman Wealth Management · Washington Avenue Advisors · Washington Avenue Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brandon W

CFP®

Lansing, MI

Washington Avenue Advisors

Brandon Weaver is a CFP® professional with two years of industry experience, currently serving at Washington Avenue Advisors since 2021. Prior to joining Washington Avenue Advisors, he worked at the Burgess Institute and held various roles in different sectors. Washington Avenue Advisors is an SEC-registered advisory firm based in Lansing, MI, managing approximately $336 million for a diverse client base that includes individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm employs a comprehensive investment approach combining behavioral, fundamental, and quantitative analysis, with financial planning as a core element tailored to clients’ objectives.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Derek D

Series 63, Series 66

Lansing, MI

Washington Avenue Advisors

Derek Drushel is a financial advisor at Washington Avenue Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at Pioneer Wealth Strategies, The Centennial Group, and Principal Securities Inc. Outside of his advisory role, he founded Pioneer Wealth Strategies, a business focused on financial consulting, life insurance, and investment seminars. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and nonprofit associations. The firm manages approximately $286 million in client assets and employs an investment process that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios tailored to client needs.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

David R

Series 66

Lansing, MI

Washington Avenue Advisors

David Rushman is a financial advisor at Washington Avenue Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Sigma Planning Corporation and Sigma Financial Corporation. Outside of finance, he is involved in the construction business as a project manager for Just Right Building and Painting. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and non-profit associations, managing approximately $286 million in client assets. The firm employs an investment process that emphasizes asset allocation and integrates behavioral, fundamental, and quantitative analysis to build portfolios tailored to client needs.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Amanda B

CFP®, Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Amanda Beeler is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. She has worked at Washington Avenue Advisors since 2016 and holds additional experience with The Centennial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Her other business activities include the sales and service of fixed group benefits, individual insurance products, and fixed annuities through various carriers. Washington Avenue Advisors is an SEC-registered firm managing approximately $336 million across about 662 clients. The firm provides comprehensive financial planning, portfolio management, and specialized consulting for individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach and involvement with private fund and venture investments.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Brian K

CFP®, Series 66

Lansing, MI

Washington Avenue Advisors

Brian Klemczak is a CFP® with 12 years of industry experience, currently serving as an advisor at Washington Avenue Advisors since 2016. He also has roles at The Centennial Group and Princor Financial Services Corp dating back to 2013 and 2015, respectively. At The Centennial Group, he is involved in administrative and client support functions. Washington Avenue Advisors is an SEC-registered investment adviser managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profit associations, employing an investment process that integrates asset allocation with behavioral, fundamental, and quantitative analysis.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Reuben L

Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Reuben Levinsohn is a financial advisor with Washington Avenue Advisors in Lansing, MI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Washington Avenue Advisors since 2016 and previously held positions at The Centennial Group and Princor Financial Services Corporation. Outside of his advisory role, Levinsohn is involved in the local business community as the owner of Blue Owl Coffee, LLC, and serves as a board member of the East Lansing Downtown Development Authority as well as Area Director for Startup Grind Lansing. Washington Avenue Advisors is an SEC-registered firm serving individuals, trusts, retirement plans, businesses, and nonprofit associations, managing approximately $336 million across about 662 clients. The firm employs a comprehensive financial planning approach combined with portfolio management, emphasizing asset allocation through behavioral, fundamental, and quantitative analysis, and is notable for its involvement with private fund and venture investments.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

James H

Series 65

Lansing, MI

Washington Avenue Advisors

James Hidlay is a financial advisor at Washington Avenue Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at FinancialMD, LLC and Washington Avenue Advisors, LLC. Prior to his advisory career, he spent 15 years at Techsmith Corporation. Washington Avenue Advisors is an SEC-registered investment adviser serving individuals, trusts, retirement plans, businesses, and non-profit associations, managing approximately $286 million in client assets. The firm emphasizes asset allocation and integrates behavioral, fundamental, and quantitative/technical analysis to construct portfolios, offering a range of investment and planning services tailored to business owners.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
user avatar

Nicholas P

CFP®, Series 63, Series 65

Lansing, MI

Washington Avenue Advisors

Nicholas Pope is a CFP® with 24 years of industry experience, currently a financial advisor at Washington Avenue Advisors since 2016. He has also been affiliated with The Centennial Group, Princor Financial Services Corp, and Principal Life Insurance Company. Outside of advising, he serves on the boards of the East Lansing Film Festival and the Todd Martin Youth Leadership organization, and owns Blue Owl Coffee, LLC. Washington Avenue Advisors is an SEC-registered firm managing approximately $286 million in client assets. The firm serves individuals, trusts, retirement plans, businesses, and non-profits, employing a multi-disciplinary investment approach that integrates behavioral, fundamental, and quantitative analysis to construct diversified portfolios.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Founder/Business Owner Executive Values-based investing
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)