Andy Avera, CFP®, CTFA Avera Wealth Advisors, LLC

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About Andy Avera, CFP®, CTFA, CAP®

Avera Wealth Advisors, LLC (“AWA”) is fee-only and focused on holistic comprehensive wealth management for high-net-worth individuals and families. Andy Avera has approximately 20 years of experience helping individuals understand, develop, and reach their financial goals. AWA serves as a financial advocate for their clients by focusing on ALL aspects of their financial life. While AWA provides investment management services, it is only a fraction of what we do. We believe individuals can only achieve their true goals by ensuring that ALL aspects of their financial plan are coordinated. Below are some of the topics that we cover for our clients:

• Cash flow and retirement analysis
• Estate planning
• Tax planning
• Risk management and insurance review
• Investment management services
• Employee benefits review
• Philanthropic giving and charitable planning
• Education funding

Our mission is to empower individuals and families to make informed decisions that will help them achieve financial independence and to pass that legacy to their children and grandchildren. We are here to serve you.

In 2000, Andy 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 board games, hiking, and watching college football and college basketball.

 

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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

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