At Avant Wealth Advisors, we believe financial success is more than just investment returns—it's about clarity, coordination, and direction. Founded as a natural extension of Avant TaxWorks by Kristine Breckenridge, EA, our wealth management division was born out of a simple truth: our clients needed more than tax prep. They needed a partner to help them align their money with their long-term goals.

For years, we've helped individuals and business owners organize their financial lives, build strategic plans, and thrive with intention. As those relationships deepened, so did the conversations: retirement dreams, business transitions, family legacies, and philanthropic impact.

To support those needs more fully, we launched Avant Wealth Advisors—a boutique financial advisory firm offering holistic planning and investment management, powered by deep tax knowledge and credentialed financial advisors.

We are not just another advisory firm. Our coordinated approach ensures your tax professional, financial planner, and estate professionals are working together to drive efficiency and impact. As fiduciaries, we put your interests first, with no proprietary products, no quotas, and no hidden agendas.

Avant Wealth Advisors

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