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Avantia enables peace of mind through purposeful planning and thoughtful investing

Our Client Experience

Avantia provides family office and wealth management services to families. We understand that your schedule is busy, so we listen carefully to understand your family values and priorities in every interaction. As a family office, we carefully create and implement a personalized solution, and our clear reporting ensures easy understanding. We work with the most reputable custodians and asset managers to ensure the safety and security of your assets. Our goal is to help you focus on the most important things in your life, such as your loved ones and cherished moments

Letter From our Founder 

At Avantia, we had a simple idea that we turned into a reality. Our firm is a client of the largest and strongest financial institutions, which enables us to provide our clients with institutional pricing and access to the best ideas from multiple firms. Our name, Avantia, comes from late Latin, meaning "rather than," which reflects our unique approach to combining the benefits of large size with a boutique feel. We utilize the most compelling technologies and powerful investments to deliver our services with elegance and care.


Our clients come to us for three main reasons. Firstly, they want to spend more time on the things and people that matter most in their lives, rather than on wealth management. Secondly, they seek increased clarity on their financial strategy and implementation. And finally, they demand the highest level of security for their assets and information.


As an independent registered investment advisor, we do not earn commissions or referral fees for the sale of financial products. Our open-architecture investment platform, experienced executive team, relationships with qualified custodians, and strategic technology alliances empower our clients with greater insights into their investment portfolios and overall financial picture.


Thank you for taking the time to learn more about our firm. We would be honored to start a conversation with you and learn about what matters most to you.

Who We Serve

Corporate Executives
Business Owners & Entrepreneurs
Multi-Generational Families 
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