INNOVATIVE
HOLISTIC
CONSISTENT
A multi-family office providing investment management and
financial advice to a distinct community of individuals,
families, and institutions.
OUR APPROACH
Avantia provides a team-based approach to delivering comprehensive financial services to our clients by integrating investing, banking, capital advisory, tax, trusts, estate planning, and philanthropy into our solution. We look to assist and advise our clients on all items of economic impact to their lives.
OUR VALUES
At Avantia, we strive to best serve our clients in a complex and ever-changing environment. Through a culture that is inclusive, open, honest, 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.
