Avera Wealth Advisors, LLC
Avera Wealth Advisors was founded in Fall 2017 in order to provide individualized, holistic, and proactive financial planning for individuals and families.
Our mission is 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 simplify the seemingly complex financial topics and serve as a resource for families as they make financial decisions. We believe in transparency and accountability. We serve as a financial coach and advocate for your family. We work with you.
Andy started Avera Wealth Advisors for two reasons: (1) he believes individuals and families are not getting the quality proactive and comprehensive advice they deserve; and (2) he believes the cost of that advice is too high for the value obtained. Too many advisors focus a majority of their time on investments. Investments are just one of many tools to help individuals accomplish their goals, and focusing only on investments will inevitably distract them from those goals.
We believe financial advisors can provide a substantial amount of value when they are goal-centered and focus on true comprehensive wealth management. Before you make a financial decision, understanding your goals will help you determine which decision moves you closer to those goals.
Client Focused – We work alongside you as your financial advocate.
Service Orientation – 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 we will hold you accountable.