Welcome New Partner, TJ Stevenson!

We have exciting news to kickoff 2024! Avant Financial Advisors has grown by one new partner! We are thrilled to share that after two years as a lead planner in the firm, TJ Stevenson has become an owner. 

TJ carries all the important values of Avant in his everyday life. He provides impressive service to our clients and has a heart to serve and help as many people as possible. The years of experience and expertise he holds instills trust easily. He is brilliant yet humble. TJ has demonstrated the heart of an owner since he joined the team: a heart to serve, grow, develop, and shape our company from the inside out.

TJ’s purchase of 20% of the firm means big things for Avant! It’s not just a financial investment for him. We’ve spent the last year examining every aspect of our business design. We want to ensure the company outlives us both and can serve our clients for their entire lives as well as their future generations. Our goal is to maintain the continuity of our high-quality service with a stable team in place to deliver that value. And we are committed to providing the best employment opportunities to attract and retain the best planners and staff in the industry!

I couldn’t be more excited to partner with TJ on this journey! He will still be in place as a lead planner with his owner distinction, so we are ready to serve our new clients in 2024. Please reach out and let us know how we can work with you. And help me congratulate TJ on this achievement!