Avalon Wealth Advisory
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Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

9775 Crosspoint Blvd Ste 110, Indianapol...

Phone Number

(317) 814-4790

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Avalon Wealth Advisory

Avalon Wealth provides personalized, unbiased, fee-only wealth management services that prioritize the best interests of their clients. They offer a comprehensive suite of financial planning services, including retirement, investment, tax, and estate planning, tailored to both business and personal finances. The firm is committed to acting as a fiduciary, ensuring objective advice and transparent pricing without commissions. Avalon Wealth aims to build lasting relationships with clients, empowering them to make informed financial decisions.Explore more
Avalon Wealth Advisory's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Avalon Wealth Advisory Org Chart

PhoneEmail
MB
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Manager, Accounting

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JT
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Advisor Support Specialist and Information Te...

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PD
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Associate

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JM
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Partner

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NY
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Managing Partner

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JA
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Partner

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CJ
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Partner

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TB
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Paraplanner

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GR
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Paraplanner

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AM
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Paraplanner

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GR
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Paraplanner

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SS
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Personal Financial Advisor

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Compare Similar Companies to Avalon Wealth Advisory

Compare insights from companies similar to Avalon Wealth Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avalon Wealth Advisory

<$5M
11-50
Private
<$5M
1999
MB
Maureen BettsManager, Accounting
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
1983
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Avalon Wealth Advisory Tech Stack

A closer look at the technologies used by Avalon Wealth Advisory

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Frequently Asked Questions Regarding Avalon Wealth Advisory

What is Avalon Wealth Advisory's official website?
Avalon Wealth Advisory's official website is www.avalonwealth.com
What is Avalon Wealth Advisory's Revenue?
Avalon Wealth Advisory's revenue is <$5 Million
What is Avalon Wealth Advisory's SIC code?
Avalon Wealth Advisory's SIC: 62,628
What is Avalon Wealth Advisory's NAICS code?
Avalon Wealth Advisory's NAICS: 52,523
How many employees does Avalon Wealth Advisory have?
Avalon Wealth Advisory has 11-50 employees
What industry does Avalon Wealth Advisory belong to?
Avalon Wealth Advisory is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Avalon Wealth Advisory competition?
Avalon Wealth Advisory top competitors include: Covenant Wealth Advisors, Sterling Total Wealth Solutions, HSC Wealth Advisors
What technology does Avalon Wealth Advisory use?
Some of the popular technologies that Avalon Wealth Advisory uses are: WordPress.org, PHP, Microsoft 365, Sectigo
How do I contact Avalon Wealth Advisory?
Avalon Wealth Advisory contact info: Phone number: (317) 814-4790 Website: www.avalonwealth.com
What does Avalon Wealth Advisory do?

Avalon Wealth provides personalized, unbiased, fee-only wealth management services that prioritize the best interests of their clients. They offer a comprehensive suite of financial planning services, including retirement, investment, tax, and estate planning, tailored to both business and personal finances. The firm is committed to acting as a fid... uciary, ensuring objective advice and transparent pricing without commissions. Avalon Wealth aims to build lasting relationships with clients, empowering them to make informed financial decisions.Read More

What are Avalon Wealth Advisory social media links?
Avalon Wealth Advisory Linkedin page
Is Avalon Wealth Advisory a public company?
Avalon Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about Avalon Wealth Advisory

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