Our Strategy

Financial Planning

At Avier Wealth Advisors, we take a holistic approach to managing your wealth by connecting all the financial areas of your life into one comprehensive plan based on your unique resources, goals, risk tolerance and time frame. A well-balanced plan replaces random financial decisions with a clear strategy that integrates your diverse professional and personal objectives into a disciplined course of action. Our advisory relationship develops into a close collaboration as we partner with you to bring your abstract dreams for the future into focus.

Investment Management

When it comes to investing your wealth, the Avier approach seeks to maximize growth and stability while minimizing risk and emotion. We offer portfolio management strategies across the spectrum of risk tolerances and structured to include globally diversified asset classes customized to address your unique needs and goals. 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.

Dimensional Fund Advisors

Avier is a member of a select group of fee-only financial advisory firms with access to the innovative investment solutions offered by Dimensional Fund Advisors. Our clients enjoy exclusive access to Dimensional’s mutual funds, which are not directly available to individual investors. As one of our valued partners, Dimensional shares our fundamental belief that a sustainable investment approach takes advantage of academic research to strategically capture what the market has to offer without accepting uncompensated risk. Learn more >