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INNOVATIVE
HOLISTIC
CONSISTENT

A multi-family office providing investment management and
financial advice to a distinct community of individuals,

families, and institutions.

 
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OUR APPROACH

Avantia provides a team based approach to delivering comprehensive financial services to our clients that integrates the aspects of investing, banking, capital advisory, tax, trusts, estate planning, and philanthropy. In short, we look to assist and advise our clients on all items of economic impact to their lives.

Start here for a tour of our services > >
 

OUR VALUES

At Avantia, we strive to best serve our clients in a complex and ever-changing environment. Through a culture that is inclusive, honest, open, and constantly improving; we do what our clients would do if they were experts in, passionate about, and had the time to do what we do.

About Us >>
 

OUR PEOPLE

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JOE WALKER

Client Advisory Associate

TREVOR COBB

Founder and CEO

KEATON LAYMAN

Client Advisory Analyst

Meet Our Team >>
 
 

Disclosures     ©2021 by Omdurman, LLC, doing business as Avantia.

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Omdurman, LLC, doing business as Avantia, is an investment advisor registered with the State of Washington. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A firm brochure for more information regarding our firm and our advisory services. A copy of our firm brochure is available free of charge at the following link (Form ADV 2A).  We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Form ADV Part 2A firm brochure and privacy policy. Avantia MFO.


This website is for informational purposes only.  All information, statements, comments and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate.  However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as tax or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.