Avondale Wealth Advisors (AWA), LLC

Avondale Wealth Advisors (AWA), LLC was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That is why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

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Avondale Wealth Advisors (AWA), LLC
Avondale Wealth Advisors (AWA), LLC

Welcome to Avondale Wealth Advisors Avondale Wealth Advisors (AWA), LLC was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That is why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence. Our Independence Is Your Advantage Individuals and families seeking to grow and preserve their wealth are increasingly turning to independent firms. As independent advisors, Avondale Wealth Advisors, LLC has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest that result from proprietary product sales for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We are committed to acting in your best interest at all times. We believe relationships that lead to financial success are built on a foundation of mutual trust, transparency and accountability. Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we will do everything we can to help keep your plan on track toward pursuing your goals. Through our financial planning process, we discover your needs and goals, analyze your present situation, create a custom plan and make adjustments to your plan as needed. We help ensure that your financial needs are being addressed so that you can concentrate on doing the things you enjoy most. Our Products & Services We provide assistance in the following areas: Private Weath Consulting We create a customized plan for every client to address their unique goals. Each plan follows a disciplined methodology that identifies a client's financial objectives and implements strategies designed to fulfill these objectives. Small to Mid-Sized Business Consulting AWA partners with small to mid sized businesses to help provide customized retirement plans. We also provide a complimentary reveiw of all employee benefits to make sure you have the appropriate package for your employees. Investments Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity Financial Planning Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans Insurance Disability Income Insurance Life Insurance Long-Term-Care Insurance


Address: 904 Margaret Street, Suite 202, Jacksonville, FL 32204 USA

Phone: +1 904 683 6211
FAX: +1 904 214 0190