Andy Avera, CFP®, CTFA Journey Beyond Wealth

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About Andy Avera, CFP®, CTFA, CAP®

We’re not your typical advisors. We build customized investment portfolios to endure any market, and we dot every “i” and cross every “t” with proactive, ongoing financial planning. But we don’t just try to protect and maximize your financial wealth, we care about helping you live your best life. Ultimately, your financial resources should afford you the time and flexibility to pursue what’s most important to YOU.

What if you could cut back on work or stop altogether to spend more time with your family…or pursue a dream or interest? What if you could make a change in your life that would improve the quality of the relationship you have with your spouse, children, or others? Questions like these often have financial ramifications and we encourage meaningful conversations about what really matters to you. You imagine the best version of your life, we help you gain clarity in the process, and then we synthesize the complex financial issues into a simple plan to help you get there.

Ultimately, life isn’t about the money…it’s about the journey, the memories you create, and the legacy you leave behind. You deserve to live your best life.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Entrepreneurs
  • Established Professionals
  • Gen X
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1,200+/qtr
  • Flat Fee: $4,800+/engagement
  • Hourly Fee: $300+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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