Our Why

Dare to be different.

Avant-Garde means bold, daring, and willing to forge new paths (kind of like us.) While we’re fluent in using best-practice wealth management methods, we dare say that our firm doesn’t quite feel like the rest of the industry.

There is nothing cookie cutter about us.

Our ideal clients are as distinctive as our strategies.

Who's right for Avant-Garde:

You know the value of knowing yourself.
You think this sounds boring or intimidating.
You believe in the future (or want to).
You haven’t liked your experience with other advisors.
You’re after transparency.

Who may not find us a great fit:

You insist on a straight line from A to B.
You’re fastidious about inside voices.
You prefer “prim” to “passionate.”
You prefer only a transactional experience.
You don’t want to open your heart to possibility.

Better answers than the internet.

Our insatiable curiosity means we bring robust life experience and diverse professional backgrounds in the finance industry to work with you and your family, fueling a more meaningful and impactful financial partnership.

Better digs, too.

Step into Avant-Garde, where comfort meets creativity and the ordinary doesn't cut it. We've got plenty of space to make some financial magic happen and where you can truly live out loud.

Personal finance can light up your life and the world around you. 

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