Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies.
Our team works with many Microsoft, Amazon, and Intel executives to help them maximize their corporate benefits. Our expertise in this area, combined with our comprehensive approach to investment and financial planning enables tech employees to leverage and align their benefits with their long-term financial goals.
We pride ourselves on a culture of collaboration and education, which is reflected in our level of highly credentialed staff. We have 7 CFP® professionals and 4 CFA® charterholders.
If you're interested in learning more, we'd love to hear from you. Please schedule a time for a call or send us an email:
Bellevue Office Phone: (425) 467-1011
Lake Oswego Office Phone: (503) 726-0374
Email: info@avieradvisors.com
Schedule a 15 minute conversation to discuss your needs
https://calendly.com/avier-prospect/introductory-phone-call
We look forward to meeting you!
The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors.
Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.
Company Details
- Employees
- 21
- Address
- 10655 Ne 4th St, Suite 500,united States
- Phone
- (503) 726-0374
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- avieradvisors.com
- Keywords
- Fee Only Financial Planning, Distribution Strategies, Concentrated Stock Positions, Investment Management, Tax Planning, 401(k) & IRA, Stock Options, Estate Planning, College Education Planning, Women & Investing.
- HQ
- Bellevue, WA
Avier Wealth Advisors Questions
Avier Wealth Advisors's helpline number is (503) 726-0374
Avier Wealth Advisors's website is avieradvisors.com
Avier Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/avierwealthadvisors
Avier Wealth Advisors has
21 employees.
View email and phone details for 21
employees at Avier Wealth Advisors.
Avier Wealth Advisors's industry is
Financial Services
Avier Wealth Advisors's top competitors are
Highland Private Wealth Management,
Coldstream,
Brighton Jones,
Parcion Private Wealth,
Empirical Wealth Management,
Freestone Capital Management,
Mercer Advisors,
Merriman Wealth Management, Llc,
Tschetter Group,
Bristlecone Advisors.
Avier Wealth Advisors's categories are Financial Services
