We work with business owners to align personal and business finances—supporting growth, succession, and employee benefit planning.
We help business owners align their personal and professional finances with greater purpose and precision. Whether you're scaling, selling, or building your team, we’re here to support your vision.
Your business is part of your overall wealth. We help you create strategies that unify your financial life.
From 401(k)s to SEP IRAs, we’ll walk you through options that support employee retention and offer tax advantages.
As your business evolves, so do the planning opportunities. We help you stay ahead with advice tailored to your stage and structure.
Whether you're passing the business to family or preparing for sale, we help you plan with clarity. The goal is a smooth, intentional transition on your terms.
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. We guide you through selecting and implementing plans like 401(k)s, SIMPLE IRAs, or SEPs—designed to support your team and your bottom line.
We specialize in bridging the gap between your business and personal wealth, helping you grow both with a unified strategy.
Yes. We can advise on benefit packages that help attract and retain talent while staying aligned with your budget and business structure.
We help you prepare for ownership transitions—whether selling, retiring, or passing the business to a family member.
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.
From benefits to succession planning, we help business owners grow and transition wisely.
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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