Who Are We?
We started Avera Wealth Advisors in Fall 2017 in order to provide individualized, holistic, and proactive financial planning for individuals and families.
Andy and Chris together have over 30 years of experience in the Atlanta area providing comprehensive wealth management for high-net-worth clients.
We believe that true financial planning involves more than just managing investment assets.
What does AWA Do?
At Avera Wealth Advisors, we provide comprehensive financial planning to empower individuals and families to make informed decisions that will help them achieve financial independence and to pass that legacy to their children and grandchildren.
We accomplish this by working together through a six-step process that starts with identifying and quantifying goals that are important to you.
Our Values
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Client Focused. We work alongside you as your financial advocate.
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Service Oriented. We serve you and aim to provide first-class service.
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Confidentiality. We never share your information with anyone unless you have given us permission to do so.
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Fee-Only. We do not earn commissions or receive any compensation from anyone other than our clients.
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Transparency. We do not hide our fees. We discuss our fees and the corresponding value received.
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Competency. We believe in continuous education to always be on the cutting edge of strategies and solutions that benefit our clients.
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Accountability. We hold ourselves accountable and will hold you accountable.
We are fee-only advisors. We do not earn commissions or receive any compensation from anyone other than our clients.
Avera Wealth Advisors charges a flat fee based on the complexity of your situation, not based solely on the investment assets we manage.
Our Fees
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We are here to help. Contact us by phone or email.