Overview

Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies. Our team works with many Microsoft, Amazon, and Intel executives to help them maximize their corporate benefits. Our expertise in this area, combined with our comprehensive approach to investment and financial planning enables tech employees to leverage and align their benefits with their long-term financial goals. We pride ourselves on a culture of collaboration and education, which is reflected in our level of highly credentialed staff. We have 7 CFP® professionals and 4 CFA® charterholders. If you're interested in learning more, we'd love to hear from you. Please schedule a time for a call or send us an email: Bellevue Office Phone: (425) 467-1011 Lake Oswego Office Phone: (503) 726-0374 Email: info@avieradvisors.com Schedule a 15 minute conversation to discuss your needs https://calendly.com/avier-prospect/introductory-phone-call We look forward to meeting you! The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors. Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.