Avier Wealth Advisors

Avier Wealth Advisors

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SerdenID : PRO-20251010-07461

About Company

Avier Wealth Advisors is a fiduciary wealth management and financial planning firm focused on serving technology industry professionals by delivering integrated financial planning, compensation and cash-flow planning, tax planning, and investment advisory services. Avier helps tech employees navigate complex employer benefits such as RSUs, stock options, deferred compensation plans, and 401(k)/Mega Backdoor Roth decisions while building personalized plans for retirement, estate, insurance, and charitable giving; the company operates offices in Bellevue, WA and Lake Oswego, OR, emphasizes transparent fees and a structured onboarding process (consultation ? discovery ? planning ? implementation), and aims to align clients’ careers, compensation packages, and long-term financial goals through evidence-based strategies and detailed, career-specific guidance.

Service Category

Financial Planner

Area Served

Bellevue

Contact Info

Address

10655 NE 4th St Suite 500, Bellevue, WA 98004

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