Avant Financial Advisors

We are excited to announce two new team members, Jake Blum and Jennifer Williams! You can read about them in our blog post. Our clients will love getting to know them both. Welcome to the Avant team!

Meet New Team Members, Jake and Jennifer - Avant Financial Advisors Our team is growing! We are excited to announce two new team members who have joined us at Avant! Jennifer Williams and Jake Blum are both coming onboard as new support planners, assisting Scott and TJ with client tasks. We are often asked if we are taking on new clients, and the answer is yes! Addi...

We were honored to have high school student, Anthony Delgado work as an intern with us this summer! He's interested in finance and reached out to us, offering to work for free, just for the opportunity to learn. Our whole team had fun developing him and teaching him about what we do! He's a remarkable kid, and you can read more about his time with us below.

Celebrating our High School Summer Intern, Anthony Delgado! - Avant Financial Advisors Raising up the next generation of smart, gifted financial talent is so important for the financial planning industry.

We are excited to start 2024 by adding a new Partner to the firm! Big things are ahead for Avant!

Welcome New Partner, TJ Stevenson! - Avant Financial Advisors 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 all the important values of Avant in his everyday life. He provides impressive servi...

We spent the week at the XYPN conference hearing from several experts in our industry and networking with other great planners from all over the country who are dedicated to building stronger fee-only advising firms. We also got to visit some of our out-of-state clients and swim with sharks, so all-in-all, a great week!

It was a big party celebrating our $100 Million AUM milestone as a team and with our families! We took everyone to Kalahari Waterpark Resort and had a blast all weekend playing together. What a joy to honor the hard work everyone has put in to get us here!

We celebrated a huge milestone as a company this month, reaching $100 million of assets under management! Getting here in less than 5 years is wild. Big thanks to our great clients for trusting us and making this possible!

First $100 Million - Avant Financial Advisors Our company reached a big goal this month. We hit $100 million of assets under management. We thank our team and clients for all the support!

Congratulations to TJ Stevenson for earning his Enrolled Agent designation! Here's a Q&A with TJ to explain what this means and how it benefits our clients.

Expanding our Credentials - Avant Financial Advisors 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 and process for becoming a doctor helps patients feel they are getting compete...

For our firm's 2022 charitable giving, we are rethinking what generosity looks like. Here's how we are impacting the world into 2023!

Giving More Than Money - Avant Financial Advisors For our company's end-of-year giving, we are rethinking what stewardship and generosity look like. Read more about how we impact the world!

We have exciting news! Our company is growing as we've added TJ Stevenson to our team! He's such a valuable addition, and we are excited for how he will help us serve even more clients. Learn more about TJ below, and help us welcome him!

Meet our Newest Advisor, TJ Stevenson - Avant Financial Advisors Because of our fast pace growth, we have a new fee-only financial advisor joining our team in Central Texas.

One of the foundations of our company is taking 10% of our revenue and giving it to organizations helping people who are struggling in various aspects of life. It's one of my favorite things we do. And we were able to more than double the amount we gave last year! Check out our blog to see who we supported in 2021!

Celebrate Giving - Avant Financial Advisors We love to give to charities serving the under-privileged populations locally and globally. Giving back is a foundation of our business.

Some of you received a fat check from the government last month. Congrats! Here's what you need to know about it.

Christmas in July - Avant Financial Advisors The US Treasury mailed checks in July for the Child Tax Credit as part of the American Rescue Plan. Here's what you need to know!

We have big, exciting news to share! Our firm is growing, and we have added one of my favorite people ever to our team.

Big Announcement! - Avant Financial Advisors Figuring out the smartest way to grow a new company can be challenging. I am so excited to welcome our new employee to our team!