skip to Main Content

First $100 Million

May has been a month of big celebration for our company as we reached a huge milestone! This month we hit $100 million of assets under management! I started this company just under five years ago when I officially filed…

Read More

Expanding our Credentials

When you go to the doctor, you likely have a blind trust in the letters surrounding the doctor’s name. You may not think too much about it, but you would be worried if they weren’t there! The widely held understanding…

Read More

Giving More Than Money

If you’ve been around Avant Financial Advisors for long you know that irrational generosity is part of our foundation. One way we practice this is by giving the first 10% of every dollar we earn to charities who are dedicated…

Read More

Celebrate Giving

The end of the year is always so busy with the holidays and all of the year-end items to tie up for clients, but we can’t fully say goodbye to 2021 without celebrating one of the very best parts. Even…

Read More

Christmas in July

If you are like one of 35 million other American families, you received some money from the U.S. Treasury in the middle of July. You received this because of the expanded Child Tax Credit that was part of the American…

Read More

Big Announcement!

Whenever starting out on their own, most planners’ biggest fear is not getting enough clients. All of the networks of planners I’m involved with spend ample time discussing this fear. And it’s why most planning firms spend a big portion…

Read More
Back To Top
×Close search
Search