Avondale Investment Management

Our Story

At Avondale Wealth Advisors, we are dedicated to providing comprehensive financial planning and wealth management services to our clients. With a strong foundation in Christian principles, we strive to deliver a high standard of service to our clients, utilizing proactive advice and innovative solutions. Our values are centered around integrity, conviction, and expertise.

Our Services

At Avondale Wealth Advisors, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

Financial Planning

We take a comprehensive approach to financial planning, considering our clients' investment goals, risk tolerance, and time horizon to create a customized financial plan. Our team of experts will work closely with you to understand your goals and develop a plan tailored to your needs.

Asset Management

We offer a range of investment options to help our clients achieve their financial goals. Our asset management services include:

• Investment Management: We provide proactive investment management services, monitoring and adjusting investment portfolios as market conditions change.
• Retirement Planning: We help our clients prepare for retirement by creating customized plans and managing their retirement accounts.
• Estate Planning: We assist our clients in creating estate plans that ensure their legacy and provide for their loved ones.

Retirement Planning

At Avondale Wealth Advisors, we believe that retirement planning is essential for all our clients. We offer a range of retirement planning services, including:

• Investment Portfolio Management: We create customized investment portfolios designed to help our clients achieve their retirement goals.
• Retirement Income Strategies: We help our clients create a sustainable income stream in retirement, taking into account their financial goals and risk tolerance.

Estate Planning

At Avondale Wealth Advisors, we believe that estate planning is an essential part of our clients' overall financial plan. We offer a range of estate planning services, including:

• Wills and Trusts: We help our clients create customized wills and trusts to ensure their property is distributed according to their wishes.
• Power of Attorney: We assist our clients in creating powers of attorney to protect their financial interests and ensure their wishes are carried out.

Our Team

At Avondale Wealth Advisors, our team of experts is dedicated to providing our clients with unparalleled service and advice. Our team is comprised of experienced financial professionals who have a deep understanding of the financial markets and a passion for helping our clients achieve their financial goals.

Get in Touch

To learn more about our services and how we can help you achieve your financial goals, please contact us at info@avondalewealth.com or visit our Austin office at 4101 Parkstone Heights, Suite 250, Austin, TX 78746.