Why We Do What We Do

Our Cultural Values

Learning

We are united by curiosity, innovation, knowledge, and adventure.​ Our office is an inventive and open-minded place where people can explore new ideas and alternatives safely and thoroughly.

Purpose

We are tolerant, compassionate folks who try to do good for the long-term future of the world. We focus on sustainability, global communities, and shared ideals for a better tomorrow.​

Results

Characterized by achievement and success, our work environment is an outcome-oriented and merit-based place where folks aspire to dream, plan, and execute new and exciting goals.

29% of us have earned a Master’s Degree or higher.

29% of us have represented the avalongroupinvestment.com Party Wizards in a Ragnar Relay.

We have one salsa instructor, one black belt in aikido, one runner who has completed 13 marathons, and one Men’s Wearhouse model!

As a superpower, most of us would choose the efficiency of teleportation over the experience of flying.

23% of us have served, or currently serve, in the US military.

Over half of us, incorrectly, prefer flour tortillas over corn tortillas.

When asked which fictional world we’d like to visit, 17% of us independently answered “Hogwarts.” This was not a multiple-choice question.

23% have earned the distinction of Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP)

By creating a financial plan, you are allowing yourself and your wealth manager the ability to do two important things:
  • Design a path guiding you toward your retirement and financial goals
  • Customize an optimal investment strategy that fits your path.

Absolutely not! People often underestimate the financial benefit of actions such as optimizing tax loss harvesting, structuring assets in the most tax efficient way for their heirs, and optimally investing assets to ensure that they last throughout retirement.

We have built avalongroupinvestment.com with you in mind. Everything from the colors we use to the data points we promote is designed for individuals in and approaching retirement. Not to mention, you can call any of our wealth managers at any time for assistance.

Our Advisory and Service team members are here to guide you along your financial journey and provide peace of mind. We are dedicated to helping you make progress toward your goals and our team can help simplify and organize your financial decisions. Your dedicated wealth manager and support staff start by developing a relationship with you and your family. As they get to know you and your financial situation a bit better, your wealth manager will build a comprehensive financial plan and investment strategy to help you fully realize your wealth potential.

We believe that financial decisions are interconnected and that new technology allows us to observe and understand these relationships in ways that have not been possible before. Your wealth manager is empowered by this technology and understanding to help create wealth for you, our member.

“What’s one thing we don’t know about you?”

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