Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies. 

Our team works with many Microsoft, Amazon, and Intel executives to help them maximize their corporate benefits. Our expertise in this area, combined with our comprehensive approach to investment and financial planning enables tech employees to leverage and align their benefits with their long-term financial goals. 

We pride ourselves on a culture of collaboration and education, which is reflected in our level of highly credentialed staff. We have 7 CFP® professionals and 4 CFA® charterholders. 

If you're interested in learning more, we'd love to hear from you. Please schedule a time for a call or send us an email: 

Bellevue Office Phone: (425) 467-1011 
Lake Oswego Office Phone: (503) 726-0374

Email: info@avieradvisors.com 

Schedule a 15 minute conversation to discuss your needs 
https://calendly.com/avier-prospect/introductory-phone-call

We look forward to meeting you!

The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors.

Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.



Avier Wealth Advisors

This department provides strategic guidance and support to clients, ensuring their needs are met through expert advice.

Client Advisory

This department focuses on managing and nurturing client relationships to ensure satisfaction and support.

Client Services

This department provides strategic oversight and management for the organization.

Executive Leadership

This department provides expert guidance on financial planning and investment strategies to clients.

Financial Advisory Services

This department focuses on overseeing and managing investment portfolios to optimize performance and align with organizational objectives.

Avier Wealth Advisors

Org chart

Teams

Client Advisory

Client Services

Executive Leadership

Financial Advisory Services

Portfolio Management

Offices

Avier Wealth Advisors

Org chart

Teams

Client Advisory

Client Services

Executive Leadership

Financial Advisory Services

Portfolio Management

Offices

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