Once Again… Avier Named a Top Financial Advisor in Seattle, Bellevue and Kirkland

Carly Atkins | March 15, 2017


We are thrilled to announce that for the second year in a row, Avier Wealth Advisors has been recognized as one of the top Wealth Management Firms in the Seattle, Bellevue and Kirkland area by AdvisoryHQ.
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AdvisoryHQ is one of the fastest-growing online news media that provides extensive research, reviews, and rankings of firms and products.  Research and publications are conducted from the end-user consumer’s (and NOT from companies’) perspective.  Their reviews and rankings are all 100% independently researched and written.  Firms do not pay for their ranking.  Source: www.advisoryhq.com.

As highlighted by Advisory HQ, below are some of the values and processes that set Avier apart from other Wealth Management firms:

FIDUCIARY:  As a federally registered investment advisor, Avier is required to act in the best interest of our clients.

FEE-ONLY:  Avier is a fee-only advisor, which means that we do not accept any compensation in connection to the sale of products (fee-only vs. fee-based, as diagrammed below).

Fee Only vs Fee Based Image

TEAMWORK:  At Avier, each of our clients is supported by a three-member advisory team (Lead Advisor, Associate Advisor, Client Services Associate) that best fits their needs and goals.

COMMITMENT TO CLIENT UNDERSTANDING:  Unlike firms who limit their client base to high-net-worth individuals who already have a deep understanding of the financial services industry, Avier strives to provide our clients with the knowledge they need to put their money to work with discipline and direction. We also seek to educate and inform through regular client meetings, reports, workshops, webinars and our website.

COMPREHENSIVE, LONG-TERM VIEW:  At Avier, we take a collaborative approach to financial planning: partnering with our clients to fully understand their story, discover their needs and goals, and then customize a comprehensive, long-term plan for their future. After determining our clients’ risk tolerance, we establish an investment asset allocation for their portfolio. We diversify this across multiple asset classes and within multiple investment styles with the goal of consistently and efficiently capturing market returns and minimizing risk.

RESEARCH DRIVEN STRATEGY: Our goal is to maximize growth and stability while minimizing risk and emotion. Our asset allocation strategies are grounded in sound academic research and utilize the expertise of institutional class portfolio managers and comprehensive investment tools not typically available to the average investor.

FOCUS ON WOMEN:  Avier promises to be a constant source of support, education and guidance so you feel empowered to make financial decisions with confidence and live the best life possible with the assets you have. We believe that a successful financial plan must translate those abstract numbers into realistic concrete goals and give you the basis to make informed choices about your financial future.

To learn more about AdvisoryHQ and read the full article on Avier Wealth Advisor’s ranking, please visit AdvisoryHQ.com.

Disclosure:  AdvisoryHQ, an unaffiliated online research/ratings service, uses a 4-step selection methodology for identifying, researching, and generating its list of top ranking firms.  Click here to see the details of their methodology.  Avier did not pay a fee to be included in the rankings and was not made aware that we were being reviewed until after Advisory HQ’s reviews were completed and published.  None of our clients were interviewed as part of the review process, so our ranking may not be construed as a current or past endorsement of Avier by our clients.  Our inclusion in this ranking should not be construed by prospects or clients that a certain level of results will be achieved as a part of the client relationship.

Posted by Carly Atkins on March 15, 2017