Avalon Wealth Advisory: Wealth Management
Since 2020, Small Business Collaborative has been collaborating with Avalon Wealth Advisory to deliver effective small business retirement planning and management services to our affiliates and clients. Call (317) 643-4735 to connect with us and learn more.
We understand firsthand the value necessity of accredited resources.
We provide businesses with a network of trusted advisors who represent a variety of industries.
We create a partner base of industry experts who can use SBC as a networking resource.
What Is Small Business Wealth Management?
Wealth management for small business owners involves creating custom-tailored wealth-building plans by combining a wide range of financial services. At Avalon Wealth Advisory, we invest time into learning about the current status of your business as well as your future financial goals. We will then build a customized wealth management plan by offering these professional or start-up wealth management solutions:
- Retirement planning
- Investment advisory
- Family business planning
- Estate planning
What Makes Avalon Wealth Advisory Different?
We understand there are many wealth management and small business retirement planning services from which to choose. Why should you choose to work with us? Our priority is to help you establish a sound financial future. With our team of financial advisors, we will work to ensure you receive the expertise you deserve when creating and implementing your financial plan. We don’t offer any pre-packaged solutions, as all of the clients we work with have various professional goals and needs, as well as different plans for their family’s financial future. With a commitment to providing comprehensive financial guidance, our aim is to increase the quantifiable value of your financial worth with the utmost professionalism and customer care.
Spencer joined Avalon in May 2017 and serves as a financial planner. He works with new and existing clients who consist of closely held business owners, corporate executives, physicians, and other high net worth individuals on various aspects of their financial plan. Spencer’s additional responsibilities include the design and preparation of the Avalon work product – the Financial Blueprint, along with special projects such as cash flow analysis, estate flowcharts, and retirement modeling. Spencer is also actively involved in Avalon’s investment due diligence process and sits in on our Investment Committee. Spencer is a graduate of Butler University with a bachelor’s degree in finance and economics. He earned the Certified Financial Planner™ (CFP®) designation through post-graduate training in investments, insurance, tax, retirement, and estate planning. In his free time, he stays busy playing golf, traveling, and spending time with his wife Rebekah and Golden Retrievers Rey and Leia.
Our Dependable Small Business Partners
From digital marketing services and interior office design to small business accounting and wealth management services, our small business partners can offer direction, guidance, and advice for your start-up or long-time Indianapolis business.
We Look Forward to Connecting with You
Our primary goal at Small Business Collaborative is to provide a collaborative environment for small business owners to network, share ideas, and assist each other with resources that have helped their own companies get off the ground. Connect with us to learn more about our networking resources, small business consulting, and startup consulting services by calling (317) 643-4735. We are glad to serve the communities of Carmel, Noblesville, Fishers, Westfield, Evansville, and all nearby Indianapolis areas.