The Difference the Right Financial Advisor Makes.
Value Of Advice
Making financial decisions, and investing in particular, can be a process fraught with peril. You do not have to pass a test or be licensed to make a financial or investment decision. To the contrary! The financial industry welcomes all with open arms, eager to support the bad habits of the uninformed investor or, at its worst, take advantage of the unwary. It’s a bewildering environment often resulting in unnecessary anxiety and confusion.
We bring clarity and expertise to the process.
Process and Philosophy
- We develop a full understanding of the goals and risk tolerances of our clients with attention to tax, retirement, estate, insurance, and college issues.
- We construct portfolios to deliver market rates of return from various diversified asset classes at low cost, with no attempt at market timing or stock selection.
- We educate our clients.
- We strive to help you avoid making financial mistakes.
- Hollingsworth Avent Averre & Purvis, PA is a registered investment advisory (RIA) firm.
- Fee only.
- Offering advisory services to individuals, families, and retirement plans.
- Credentials: Certified Public Accountants (CPA); Personal Financial Specialist (PFS); Series 65 licensure