

Avier Wealth Advisors provides financial planning and investment advisory services on a fee-only basis to individual investors, families and business owners. We are committed to building enduring partnerships with our clients based on mutual trust, shared values and sound investment strategies. Through transparency and clarity that comprise the heart of our work, it is our goal to help clients live richer, more fulfilled lives. Our specialities include but are not limited to: Maximizing corporate benefits, Dimensional Fund Advisors (DFA), Women and Investing, Distribution Strategies, Concentrated Stock Positions, Fee-Only Financial Planning, Investment Management, 401(K) and IRA, Tax Planning, College Education Planning, Stock Options, Insurance Review, and Estate Planning 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 and to the best of our knowledge, free of conflict.
Website: avieradvisors.com
Phone: (425) 467-1011
Cross Streets: Near the intersection of NE 4th St and 106th Pl NE
Open now
- Wed 7:00 AM - 5:00 PM
10655 NE 4th St Bellevue, WA 98004 ·2268.43 mi
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Reviews
yelpThis seems to be a great team, focused on good outcomes for their clients. I have received great value, including from the useful content on their website. I had requested a 15min free consult on...
MoreDave Welte has put together a great team to provide the highest quality in the managment of retiree or pre retiree assets. I rest easy knowing that my portfolio is being managed with great care...
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