INNOVATIVE
HOLISTIC
CONSISTENT

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

families, and institutions.

people%25252520at%25252520the%25252520beach%25252520during%25252520golden%25252520hour_edited_edited

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 >>