Avier Wealth Advisors

  • Financial Services
  • Bellevue WA
  • 15 employees
  • Financial Services
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Company Overview

Headquarters
10655 NE 4th St, Bellevue WA
Website
avieradvisors.com
Phone
(425) 467-1011
Employees
15
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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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.

Avier Wealth Advisors Industry Tags

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
Estate Planning
Post Divorce Financial Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of Avier Wealth Advisors's headquarters?
The headquarters of Avier Wealth Advisors are situated at 10655 NE 4th St, Bellevue WA
What is Avier Wealth Advisors's phone number?
Avier Wealth Advisors's contact number is (425) 467-1011.
What is Avier Wealth Advisors's official website?
The official website of Avier Wealth Advisors can be found at avieradvisors.com.
What is Avier Wealth Advisors's current revenue?
As of October 2016, Avier Wealth Advisors's annual revenue reached $10B.
How many employees does Avier Wealth Advisors currently have?
Avier Wealth Advisors employs approximately 15+ people as of October 2016
Which industries is Avier Wealth Advisors primarily operating in?
Avier Wealth Advisors operates in the following industries: Finance, Credit
What are Avier Wealth Advisors's industry tags?
Avier Wealth Advisors's industry tags include: Dimensional Fund Advisors (DFA), Women and Investing, Distribution Strategies

Employee Directory

Key Employees

Lars Phillips

Lead Financial Advisor | Partner

Phone Email

Christina Sylvester

Director of Marketing

Phone Email

Stephen Zeller

Portfolio Implementation Specialist

Phone Email