We help families prepare for future education costs with savings strategies that support long-term growth and financial flexibility.
Preparing for education costs starts with clarity and ends with confidence. We help you save wisely without sacrificing your other financial priorities.
From 529s to custodial accounts, we help you compare options with ease. You’ll understand how each plan fits your goals and tax situation.
Whether your child is three or thirteen, we help you map out a plan that grows with them. We keep it realistic and sustainable.
Your education plan won’t live in a silo. We integrate it into your full financial picture—so it complements your retirement, estate, and cash flow strategies.
We’ll help estimate future costs and track your progress. No guesswork, just steady progress toward your family’s goals.
We dedicate ourselves to deeply understanding your unique circumstances, needs, and goals, ensuring we craft a tailored financial strategy to help you achieve your dreams.
Through thorough research and analysis, we develop and present a customized action plan designed to help you work towards your financial objectives.
Once we align on the proposed strategies, we execute the plan with authenticity, integrity, and confidence to pursue your financial goals.
We regularly evaluate your progress, refining strategies as needed to help ensure you are on track to meet your financial goals, keeping you actively engaged throughout the process.
You have questions. You're not alone. Here are some of the most common things we help clients navigate—clear answers backed by experience and always tailored to your goals.
Yes—and it’s important that you do. We help you strike the right balance so you’re not sacrificing your own future.
Many plans allow you to transfer funds to another beneficiary or use them for other education-related expenses.
It depends on your child’s age, future education plans, and your budget. We help you create a realistic savings strategy.
A 529 plan offers tax advantages and flexibility for education expenses. We’ll help you compare options based on your goals.
Get a snapshot of the market and recent changes.
Learn how to save strategically for a child’s education and explore options for maximizing your education funds.
Discover effective ways to teach children essential money skills like saving, budgeting, and smart spending.
Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.
Set your family up for success with an education savings plan that fits your goals.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed.
Avenor Wealth does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Form CRS: Client Relationship Summary
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