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Financial Guidance you can Trust

Located in Winter Park, 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

Our Process

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

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About Jeff

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

Our Philosophy

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

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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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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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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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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