Avier Wealth Advisors

Avier Wealth Advisors provides financial planning and investment advisory services on a fee-only basis to individual investors, families and business owners. Committed to absolute transparency, we build enduring partnerships with our clients based on mutual trust, shared values and sound investment strategies.

Trust and Transparency

At Avier Wealth Advisors, we place great value in the quality of the relationship we have with you. We want you to be confident that our only incentive is to do what is in your best interest. We adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. Our fee-only compensation model means that we receive payment for our asset management services from only one source—you. Our clients value our open approach, and we value their continued loyalty.

Integrated Approach

Our integrated approach places investment management within the context of a comprehensive financial plan, which means that your portfolio is aligned with your risk profile and tailored to help you work toward your life goals. With our goal of consistently and efficiently capturing market returns, we diversify your portfolio across multiple asset classes and within multiple investment styles. We do this by utilizing time-tested strategies developed by leading academic institutions to optimize investment portfolios over time.