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Avant Financial Advisors
Avant Financial Advisors is a fee-only financial planning firm that specializes in simplifying the complexity of clients' financial lives into easy-to-follow...
Overview
Avant Financial Advisors is a fee-only financial planning firm that specializes in simplifying the complexity of clients' financial lives into easy-to-follow points. The firm develops personal relationships with clients, advises on their entire financial profile, and manages investment accounts for future growth. Its advice does not involve selling commission products.
General information
Firm type
Multi Family Office
Year founded
2018
Principals
Scott Ela
CFP®, CPA
Carl Ela
MBA
TJ Stevenson
CFP®, EA
Frequently asked questions
How does Avant Financial Advisors deploy capital?
The firm's investment strategy is not publicly disclosed. It is not known whether Avant engages in direct deal-making, fund commitments, or co-investments. No portfolio holdings or transactions have been reported in publicly available records.
Where is Avant Financial Advisors headquartered?
The firm's headquarters location is not publicly listed. Regulatory filings for an entity with this name do not clearly specify a city or state in available public databases.
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