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All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth. Your advisor will be your guide throughout the process, and you’ll also have a whole team of experts behind you. We value working together and collaborating as a team so we can use each advisor’s expertise to get the best results possible. The time, care, and intention we put into our relationships with our clients and building their plans with integrity and excellence are why many of our clients feel we’re more than their advisors… we’re honored to often earn the title of trusted friends and confidantes.
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Wealth Management Information
It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.
Family Wealth Education: Preparing the Next Generation for Financial Responsibility
By Sharlee L. Cretors, MBA, CFP® Instilling financial literacy in your children early is important for multigenerational wealth management. Learn actionable strategies for success. Preserving…
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Ensuring Your Health Care Wishes: Estate Planning Essentials
Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning…
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Your Guide to Drafting a Will
A will is a foundational component of estate planning. Discover key elements to include and how to designate an executor. When you’re starting the estate…
Read MoreGain Control of Your Financial Future
At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.