You’ve built something valuable—we help you protect and grow it. Our guidance bridges business and personal planning, from succession to retirement and everything between.
As a business owner, your personal and professional finances are deeply connected. At Avenor, we help you navigate both with a clear, integrated approach. From retirement plans and tax strategies to succession planning and personal wealth alignment, we deliver the financial clarity and confidence you need to lead your business—and prepare for what’s next.
We help you implement tax-advantaged retirement plans—like 401(k) or SIMPLE IRAs—that benefit both your employees and your bottom line.
Your business goals and personal future should support each other. We help you align them with one cohesive strategy.
From quarterly planning to long-term optimization, we help reduce tax burdens for both your business and personal income.
Whether you’re looking to grow, sell, or step away one day, we help you plan for smooth transitions and lasting impact.
Planning tailored to your business and personal finances—built to support growth, succession, and long-term value.
Specialized guidance to help you make the most of employer stock options and minimize tax exposure at distribution.
Protect what matters most with integrated coverage strategies that support your broader financial plan.
Disciplined portfolio oversight rooted in research, aligned with your goals and adaptive to changing markets.
Strategic, forward-looking tax solutions designed to help you keep more of what you’ve earned—year after year.
Clarity and confidence for your next chapter—designed to help you retire on your terms, with income that lasts.
Explore questions we know you're looking to answer.
Yes. We partner with business owners to align business strategy with personal financial goals, including succession and transition planning.
We balance business growth with employee benefits—helping you attract and retain talent while staying financially strong.
Workplace retirement plans can offer valuable tax benefits for both you and your employees. We’ll help you understand the options and tradeoffs.
We guide you through selecting, implementing, and managing a retirement plan that supports your team and benefits your practice.
We provide clear, actionable advice—helping you understand your options without the overwhelm.
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.
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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