Company Overview
- Headquarters
- 10655 NE 4th St, Bellevue WA
- Website
- avieradvisors.com
- Phone
- (425) 467-1011
- Employees
- 15
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Avier Wealth Advisors
Avier Wealth Advisors is a financial advisory firm located in Bellevue, Washington. They are a privately held company with 15 employees. Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis. Their clientele includes individuals, families, and particularly, executives from companies like Microsoft, Amazon, and Intel. They specialize in helping these clients maximize their corporate benefits and align them with their long-term financial goals. Avier Wealth Advisors distinguishes itself through its commitment to acting as a fiduciary, meaning they are legally obligated to provide advice that is in the best interest of their clients. They also emphasize collaboration and education, boasting a team of highly credentialed staff, including 7 CFP® professionals and 4 CFA® charterholders. Interested parties can contact Avier Wealth Advisors via phone at (425) 467-1011 for their Bellevue office, or (503) 726-0374 for their Lake Oswego office. They can also reach out via email at [email protected]. Scheduling a 15-minute introductory phone call can be done through calendly.com/avier-prospect/introductory-phone-call.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 35 | Dallas, TX | 1961 | |
10M | 23 | San Francisco, CA | ||
10M | 1 | Miami Beach, FL | ||
10M | 7 | Burr Ridge, IL | 2012 | |
10M | 1 | Cheyenne, WY | 1953 |