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Join Our Team

Join Our Team of Financial Advisors

"Teamwork begins by building trust. And the only way to do that is to overcome our need for invulnerability."

– Patrick Lencioni

Why partner with Avaii?

  • Competitive payouts and low fees
  • Support – from on-boarding with ease to a team to help streamline your business as you see fit
  • Technology packages focused on efficiency and ease of interaction for you and your clients
  • The ability to be independent in a boutique advisory firm setting with a strong culture
  • Client focused events to bring additional value to your clients
  • Transition assistance
  • Turnkey investment portfolio management availability
  • Succession planning

What’s important to us?

  • Clear compliance history and ethical background
  • $20 million or more assets under management
  • Fee-based only - no new commission based business
  • altruistic: adjective
    • al·tru·is·tic | \ ˌal-trü-ˈis-tik \
    • Definition of altruistic: relating to or given to altruism; having or showing an unselfish concern for the welfare of others; altruistic acts/motives
    • Synonyms: unselfish · selfless · self-sacrificing · self-denying · considerate · compassionate · kind · decent · noble · public-spirited · generous · magnanimous · ungrudging

In Summary, you’ve been in the game a while, your clients trust and respect you, and winning looks like doing what is right for your clients - always. You play well with others and welcome new insights to help make your work better. Whether you’ve got a long career ahead of you, or you are winding down and looking to place your clients into the hands of a capable, thriving, fun, and genuine team, let’s talk.

Our culture is something we take very seriously; it is what guides us in everything we do. We are joyful, grateful, and transparent. We commit to a spirit of excellence in all aspects of our firm: branding, reputation, office space, and most importantly, client experience. As a fiduciary company, we are client-centered and built to last. If these traits sound like a good fit, reach out to see what we can do for you and your clients!

For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

Thank you!