We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating
our engagement with the heart of a teacher and not a sales person. We keep close touch with our
clients and mandate that telephone calls are returned within 24 - hours. We know your time is
valuable and therefore meetings can be held in your home during the day or evening for your
convenience. More importantly, you will have an understanding of the nature of your investments,
how they work and what you can expect from them. We explain things in terms you will understand
so that you have a high comfort level with what you own.
We offer Full service financial planning.
We currently serve 1,000 clients and $130,000,000 of assets under management.
We are affiliated with a fully independent Broker Dealer with no proprietary products.
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No. of Employees
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Work with the following types of clients
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Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
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Certifications, Accreditations & Designations
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Insurance and Annuity Licenses
Firm's Number of Clients
Firm's Number of Planning Clients
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Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
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Minimum Portfolio Size for New Managed Accounts
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Additional Details on Charges
Minimum Fee Charged for Managed Accounts
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Bachelors - Accounting
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1832245/financialadvisor-avh-invest-detailed-disclosureSecurities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. AVH Invest and Securities America are separate companies.