My name is Jeff Nielson and I’m a CERTIFIED FINANCIAL PLANNER™. I entered the financial services industry 20 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build a firm based on working in the best interest of the client, I founded Avenues Wealth in 2018, an independent, fee-only wealth management practice.
I have extensive experience advising individuals, families, and corporations alike. My specialty is breaking down complex issues in an easy to understand way and developing a strategy to address my client’s concerns.
My hope is to create a long-lasting relationship with clients that spans decades and possibly generations. I believe the only way to build an enduring relationship is to establish trust based on honesty and competence.
I am a member of the National Association of Financial Planners (NAPFA) and the Fee-Only Network.
If you need help managing your finances, please call me, I would love the chance to speak to you in person.
https://www.napfa.org/firm/44768/26363
https://www.feeonlynetwork.com/financial-advisor/jeffrey-nielson/
