We have exciting news to kickoff 2024! Avant Financial Advisors has grown by one new partner! We are thrilled to share that after two years as a lead planner in the firm, TJ Stevenson has become an owner. TJ carries…
May has been a month of big celebration for our company as we reached a huge milestone! This month we hit $100 million of assets under management! I started this company just under five years ago when I officially filed…
When you go to the doctor, you likely have a blind trust in the letters surrounding the doctor’s name. You may not think too much about it, but you would be worried if they weren’t there! The widely held understanding…
If you’ve been around Avant Financial Advisors for long you know that irrational generosity is part of our foundation. One way we practice this is by giving the first 10% of every dollar we earn to charities who are dedicated…
Things have been quiet on the blog lately, but we have had big things happening for our company! This past year, we have been so grateful for all of our new clients who have made their way to find us.…
The end of the year is always so busy with the holidays and all of the year-end items to tie up for clients, but we can’t fully say goodbye to 2021 without celebrating one of the very best parts. Even…
If you are like one of 35 million other American families, you received some money from the U.S. Treasury in the middle of July. You received this because of the expanded Child Tax Credit that was part of the American…
Whenever starting out on their own, most planners’ biggest fear is not getting enough clients. All of the networks of planners I’m involved with spend ample time discussing this fear. And it’s why most planning firms spend a big portion…
My first blog post of 2021! We’re only a month into it, and this new year has already brought a lot of changes, including a new president. I’ve been receiving questions about what the change in government will mean for…
It's been way too long since we've posted on the blog! Life is full and business is great, so the days are flying by. But we had to celebrate today because it's one of our favorite days of the year!…
