“I joined Avior in 2012, but was offered an opportunity to move to another firm and purchase a portion of a retiring advisors book. After much contemplation I reluctantly decided to move forward with the new firm.  The day I left, after notifying two of the three partners, they wished me good luck and one even helped me carry my personal items to my truck. He would later field a phone call from some concerned clients of mine and talk them into coming with me. Over the next few years, after staying in touch with Avior, I made the decision to return and am incredibly glad I did. I highly recommend the people and culture at Avior.”

– Mark Progreba, CFP®, Wealth Advisor

“We searched for a firm for two years to partner with to establish our business continuation plan. In Avior, we felt we found a strategic partner with similar values and culture that provided enhancements to our client service offering and who was willing to be flexible in how the business continuation plan would be structured for our firm.”

– Bruce Kuehl, Founder of LifeStage Wealth.

“While exploring options, I was adamant that any move I made had to benefit my clients above all else. After meeting the team, the best choice for my clients became obvious. The firm's structure clearly shows Avior's dedication to the client experience. Avior increased the quality, number of tools, and personnel available to my clients, notably enhancing my practice.”

– Michael Pflueger, Former Advisor with Edward Jones

“In 2019, I became an advisor at Avior Wealth Management and it has proven to be the best career decision I have made. Working alongside a team of experts who genuinely care about their clients and their aspirations, I was able to transition to ownership and significantly increase my net worth. Avior’s focus on integrated financial planning has allowed their clients to plan with purpose and intention, while their culture of integrity, excellence, and care resonates with my own values. My experience at Avior has been both rewarding and fulfilling, and I am excited to continue helping individuals achieve their financial goals.”

– Ryan Elkins, MBA®, CFP®, CWS®, Wealth Advisor

“Working with Avior, I have found a true strategic partner for my clients. Avior’s team has been engaging and communicative throughout the process of joining the RIA. I value Avior’s dedication to deeper, comprehensive planning support. This has led to greater value to clients and provides more time and opportunities to build relationships. Avior has been guiding star for my practice, and I look forward to seeing the organization grow.”

– Nate Hahm, M.S., CFP®, MPAS®, NSSA®, Wealth Advisor