Managing Your Family's Legacy

Service is the cornerstone of our firm. It's in our name Avodah (ah-voh-dah), which means "work, worship, and service."

We're here to steward your capital and serve your family's financial needs so you can be confident about your plans and ultimately, experience peace of mind.

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Your Money. Our Know-How.

When was the last time you had an honest conversation about your money, life, and values? If it’s been a while—or never—it may be time to seek trusted counsel rooted in biblical stewardship.

Whether you're decades from financial independence or navigating the retirement "red zone," we’re here to provide insight and perspective—helping you make wise financial decisions that reflect your principles and support your long-term success.

... no copy here ...

One-size-fits-all financial blueprints? Not here.

Your agenda is our agenda.

We believe that everyone—regardless of background or financial situation—can be empowered through education and knowledge. That’s why we take a personalized approach, working closely with our clients to design tailored financial strategies that align with their unique needs and aspirations—no matter where they are on their journey.

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Financial
Planning

Goal-setting, cash flow analysis, & probability-based modeling using planning technology to see where you're on/off track & provide trade-offs.

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Portfolio Management

Create low-cost, risk-appropriate portfolios utilizing asset allocation & location for target rate of returns needed for best outcomes.

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Distribution Strategies

It's not what you make, but what you keep that counts!

We design dynamic draw-down strategies to minimize taxes so more money stays in your pocket.

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Charitable
Planning

Giving techniques are essential for maximizing your impact and legacy to the causes your family is most passionate about.

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Why Avodah Wealth?

We exist to help align your money with your values so can live a life full of abundance!

Holistic

We don't propose strategies until we've done a thorough analysis of your entire financial life, so you can make educated decisions.

Transparent

We are an independent, fee-only firm and receive zero commissions. We're compensated only by you; whether through flat fees or percentage of assets managed. All client accounts are held at independent custodian, Fidelity Investments.

Fiduciary

We place the financial interests of our clients ahead of our own with the intent to serve, rather than sell, with every interaction.

Who We Serve

Retirement income-focused and those on the path to financial independence

Retirees

You face uniques challenges and risks only an advisor specializing in retirement planning can effectively address.

Small Business Owners

Supporting owners & entreprenuers with multiple business and personal planning needs.

Executive Professionals

Maximizing all the executive benefits you receive while understanding the tax considerations.

Multi-Generation Families

Helping you create the legacy you desire for generations to come.

As Simple As 1, 2, 3

STEP

1

Discovery

Every well-crafted financial plan starts with you!

We take the time to understand who you are—your values, goals, and priorities. Through this deep dive, we assess what you've accomplished so far and clarify what you’re striving to achieve with your life and money. This foundational step ensures that your financial strategy is built around what truly matters to you.

STEP

2

Analysis

In this stage, we take a comprehensive inventory of your financial life, evaluating all the quantitative data you’ve shared in relation to your goals.

By leveraging advanced technology, we ensure an efficient and seamless process, allowing us to gain a holistic view of your finances. The deeper our understanding, the more precise and tailored our recommendations will be—helping craft a financial plan that truly aligns with your vision.

STEP

3

Strategy

In the final step, we outline detailed action steps to move forward with confidence.

We activate strategies internally or recommend professionals we closely collaborate with to aid in implementation.

We'll hold you accountable to your goals, monitor your progress & adapt the plan with life's inevitable transitions.

How can we serve you?

We understand that not everyone’s financial picture looks the same. That’s why we offer a complimentary, introductory call to see if we're a good fit for each other and how we might help with your financial journey.

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