Our Client Experience
Avantia provides wealth management and family office services to families. We understand that your schedule is busy, so we listen carefully to learn your family’s values and priorities in every interaction.
As a family office, we create and carry out a personalized plan, and our clear reporting makes it easy to understand. Our team includes CPAs, so tax, accounting, and planning work together. We work with the whole family, including both spouses and the next generation. And we handle details like bookkeeping, bill pay, and payroll so you can focus on your loved ones and cherished moments. We work with leading custodians and asset managers to help safeguard your assets.
Letter From our Founder
At Avantia, we had a simple idea that we turned into a reality. Our firm works with leading custodians and asset managers, which gives our clients access to a broad range of investment ideas from multiple firms. Our name, Avantia, comes from late Latin, meaning "rather than," which reflects our unique approach to combining the benefits of large size with a boutique feel. We utilize the most compelling technologies and powerful investments to deliver our services with elegance and care.
Our clients come to us for three main reasons. Firstly, they want to spend more time on the things and people that matter most in their lives, rather than on wealth management. Secondly, they seek increased clarity on their financial strategy and implementation. And finally, they demand the highest level of security for their assets and information.
As an independent registered investment advisor, we do not earn commissions or referral fees for the sale of financial products. Our open-architecture investment platform, experienced executive team, relationships with qualified custodians, and strategic technology alliances empower our clients with greater insights into their investment portfolios and overall financial picture.
Thank you for taking the time to learn more about our firm. We would be honored to start a conversation with you and learn about what matters most to you.
-Trevor Cobb, Managing Director and Chief Executive Officer