© 2019 by Avera Wealth Advisors, LLC

Avera Wealth Advisors, LLC (“AWA”) is a registered investment advisor offering advisory services in the State(s) of GA, TN, LA and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Avera Wealth Advisors

Reach your financial goals.  Achieve your legacy.
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

  • Client Focused.  We work alongside you as your financial advocate.

  • Service Oriented.  We serve you and aim to provide first-class service.

  • Confidentiality.  We never share your information with anyone unless you have given us permission to do so.

  • Fee-Only.  We do not earn commissions or receive any compensation from anyone other than our clients.

  • Transparency.  We do not hide our fees.  We discuss our fees and the corresponding value received.

  • Competency.  We believe in continuous education to always be on the cutting edge of strategies and solutions that benefit our clients.

  • 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
 
Want more details? Contact us.

We are here to help. Contact us by phone or email.