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Financial Guidance you can Trust

Located in Orlando, Florida, Avenues Wealth offers fee-only wealth management and financial planning services for our clients. No matter where you are in your journey, we can help you achieve your goals and surpass them in time.

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“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

- Benjamin Graham

Our Process

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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About Jeff

I offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Philosophy

We offer our best advice and foundations for investing in the market.

more about our Philosophy

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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Do You Have a Question?

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Financial Guidance you can Trust

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

Our Process

About Jeff

Our Philosophy

Preparation is the Key to Retirement

Retirement Accounts When You Change Your Job

Timing Your Retirement

Resources

Articles

Calculators

Videos

Presentations

Do You Have a Question?

Want to be Smarter With Your Money?