Trust in us to help guide you to be...

The Hero of Your
Family's Financial Life

Schedule a free 30-minute call Sign up for the Financial Side of Life newsletter
Trust in us to help guide you to...

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Sign up for the Financial Side of Life newsletter
Trust in us to help guide you to...

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Sign up for the Financial Side of Life newsletter
Trust in us to help guide you to...

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Sign up for the Financial Side of Life newsletter

Our Financial Lives Are Complex

At Avea Financial Planning, we offer independent, fee-only financial planning and investment management services. We are a fiduciary to our clients and we help create your personal financial road map so you can live a rich, intentional life. Serving Gen X and pre-retirees the Tri-Cities, those around the Pacific Northwest and virtually throughout the country, we extend our reach to those who seek solid, unbiased advice.

Your money can help you shape the life you want for you and your loved ones. And with the right financial partner, it becomes an even more powerful tool. 

Our Financial Lives Are Complex

Your money can help you shape the life you want for you and your loved ones. And with the right financial partner, it becomes an even more powerful tool. At Avea Financial Planning, we offer independent, fee-only financial planning, investment management and college planning services. We are a fiduciary to our clients and we help create your personal financial road map so you can live a rich, intentional life. Serving Gen X and pre-retirees around the Pacific Northwest and virtually throughout the country we wish to extend our reach far and wide to those who seek solid, unbiased advice.

Investment Management

Save, invest and build wealth to fund your life and the things that are most important to you. We use world class institutional custodians and money managers, cutting-edge technology to manage and view your investments, and create a customized investment program specific to you.

Comprehensive Planning

Retirement might be on your radar, or maybe it’s more about FIRE (financial independence, retire early). Creating a plan so that you can have 100% confidence in your future and having a guide to help keep you on track is the recipe for success.

College Financial Planning

We specialize in the unique late-stage planning needs of parents of college-bound kids. We help with FAFSA and financial aid projection, determining the cost of college, creating a budget and a four-year funding plan, smart lending strategies and ways to lower the overall cost of college so that families rely less on loans.

Investment Management

Save, invest and build wealth for near and long range goals, using cutting-edge technology to manage and view your investments. We customize an investment program to achieve what is important to you.

Comprehensive Planning

Retirement might be on your radar, or maybe it’s more about FIRE (financial independence, retire early). Creating a plan so that you can have 100% confidence in your future and having a guide to help keep you on track is the recipe for success.

College Financial Planning

We specialize in the unique financial needs of parents of college-bound kids. We help with college selection, creating a budget and a four-year funding plan, and ways to lower the overall cost of college so that families rely less on loans.

Who We Serve

Families seeking a long-lasting relationship with a trusted advisor.

Maybe you are the Hanford or Battelle scientist type. Or maybe a WinCo clerk, school teacher or web designer type. Or perhaps winemaker, pharmacist, budtender, or physician assistant type. Divorced or widowed? It’s OK. We serve all types.

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Pre-Retirees

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Early & Mid-Career Professionals

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College-Bound Families

Who We Serve

Families seeking a long-lasting relationship with a trusted advisor.

Maybe you are the Hanford or Battelle scientist type. Or maybe a WinCo clerk, school teacher or web designer type. Or perhaps winemaker, pharmacist, budtender, or physician assistant type. Divorced or widowed? It’s OK. We serve all types.

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Pre-Retirees

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Early & Mid-Career Professionals

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College-Bound Families

WHAT'S YOUR POTENTIAL FOR BUILDING AND MAINTAINING WEALTH? TAKE SURVEY TO FIND OUT.

Let’s do this! How does this work?

Step 1

Using the button below, schedule a free, 30-minute phone or video conference meeting and we’ll talk specifics about what you need and and what we can do to help.

Step 2

We decide if working together makes sense. When the answer is yes, then on to Step 3…

Step 3

We set up about 3 meetings to start. We talk a lot about you, your concerns and your goals and collect a lot of info. Then we create a customized plan bringing it all together. We work together on completing action items and making progress in your financial life.

TAKE THE FIRST STEP. SCHEDULE A FREE 30-MIN PHONE CALL NOW

Why Avea Financial?

We exist to take the uncertainty out of planning your financial future.

Fee-Only - We are compensated only by you.

Fiduciary - The highest standard of care, putting your best interest first.

Focused - Our relationship with you is the most important part of planning.

Click the button to learn more.

GET TO KNOW US

Why Avea Financial?

We exist to take the uncertainty out of planning your financial future.

Click the button below to learn how.

GET TO KNOW US

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Are you a self-motivated, entrepreneur type? Good with people and numbers, how about taxes?

I’m looking to partner with exceptional people. Click here to learn more.

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