Avier Wealth Advisors

My first engagement with Lars Phillips from Avier Wealth Advisors was genuine and the information that he shared with me was clear/concise. Looking forward to building a strong financial future off and relationship with Avier Wealth Advisors.
May 7th, 2023

Professional. Looking out for me and all financial services. Top notch.
Dec 18th, 2021

This seems to be a great team, focused on good outcomes for their clients. I have received great value, including from the useful content on their website.I had requested a 15min free consult on their website on a specific topic. Dave Welty himself called me, set up time with his COO and himself, and they have spent significant time walking me through some important decisions since they saw it was time-sensitive for me. I'm not even a paying client yet so I am sure their clients are in good hands.They are definitely experts in their chosen areas, so check them out if that's where you need help. Whenever the time is right for me in the near future, they will be a top choice for me.
Nov 21st, 2020

Dave Welte has put together a great team to provide the highest quality in the managment of retiree or pre retiree assets.  I rest easy knowing that my portfolio is being managed with great care so I don't have to worry about it.  I am sure I could not do as well myself and besides that I don't want to put in the time to try.  Talk with Dave or one of his team.  You won't regret it.
Jun 21st, 2013