Avier Wealth Advisors

Avier Wealth Advisors

Avier Wealth Advisors was founded in Bellevue, Washington in 2010 by Stuart A. Jones Jr., who broke away from the wirehouse model to build an independent registered investment advisor structured around equity compensation and advanced planning for technology professionals. The firm operates from a single headquarters in the Seattle metro area, embedding itself inside the Microsoft, Amazon, and broader Pacific Northwest tech ecosystem where concentrated stock positions and multi-generational tax strategy drive client demand. The firm's investment posture integrates traditional wealth management with the specialized needs of pre- and post-liquidity clients. Its service model spans asset management, tax-aware portfolio construction, estate planning coordination, and corporate equity planning — including restricted stock, incentive stock options, and non-qualified stock options. Avier functions as a comprehensive financial quarterback rather than a pure asset allocator, directing client capital across public equities, municipal and corporate fixed income, alternatives-adjacent structures, and concentrated stock hedging strategies. The firm advises on retirement plan design for corporate principals and coordinates with tax counsel on 10b5-1 plans, charitable remainder trusts, and donor-advised fund execution. Avier operates as a mid-sized independent RIA with a focused team of wealth advisors and support staff, all housed within the Pacific Northwest. The firm does not publicly disclose total assets under management or a precise headcount. In June 2023, Avier formalized its multi-advisor structure with the addition of wealth advisor Russell E. Bekins, who focuses on tax-aware equity compensation planning for corporate directors and executives (per Avier Wealth Advisors, 2023). The firm maintains a deliberately narrow geographic footprint, with no additional offices outside of Bellevue, reinforcing its position as a specialized local partner rather than a national consolidator. What distinguishes Avier structurally is its single-site, tech-executive-centric model — nearly every client relationship originates from a pre-IPO or post-exit equity event. This sharp concentration creates a practice built around one life-cycle moment rather than the broad-spectrum household planning many RIAs pursue. The succession architecture remains tied to Jones's ongoing leadership and the firm's deliberate effort to incorporate next-generation advisors capable of managing relationships through subsequent liquidity events.