Andrew Avera (CAP, CFP®, CTFA)

Andrew Avera focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Avera Wealth Advisors provides holistic comprehensive wealth management for high-net-worth individuals and families.  We review and advise on all aspects of your financial world:  tax minimization, cash flow, estate planning, risk management and insurance, investments, employee benefits, charitable giving, and education funding.  It begins with a comprehensive financial plan, followed by recommendations, and then implementation of the plan based on the individual’s specific goals and objectives.  

Additional Information

Andy Avera is a CERTIFIED FINANCIAL PLANNER professional.  He has over 17 years of experience providing comprehensive wealth management for high-net-worth clients.  In 2000, he received a Bachelor of Science in Management from Georgia Institute of Technology with certificates in Finance and Economics.  In 2004, he received a Master of Science in Personal Financial Planning from Georgia State University.  Andy is a member of the Atlanta Estate Planning Council.

Andy is married with 2 young boys.  In his spare time (limited with 2 young boys!), he enjoys playing boardgames, hiking, and watching college football and college basketball. 

NAPFA Start Date

January 30, 2018

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This Office

125 TownPark Drive NW Suite 300 Kennesaw, GA 30144 Phone: (770) 722-5074