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Avondale Wealth Advisors

904 Margaret Street

Suite 202
Jacksonville, Florida 32204

(904) 683-6211

Retirement Redefined Acres of Diamonds Investments

Welcome to Avondale Wealth Advisors

Avondale Wealth Advisors (AWA), LLC was founded to assist individuals and families in every aspect of their financial life. We believe that understanding your current financial situation is critical to making prudent decisions that will impact your financial future. That is why we take the time to educate our clients along the way, taking the complexity out of financial decision-making and replacing it with clarity and confidence.

Our Independence Is Your Advantage

Individuals and families seeking to grow and preserve their wealth are increasingly turning to independent firms. As independent advisors, Avondale Wealth Advisors, LLC has no ties to a corporate parent, investment banking organization or other entity that may present conflicts of interest that result from proprietary product sales for our clients. As a result, we have no proprietary products to sell or corporate agenda to fulfill. We are committed to acting in your best interest at all times.

We believe relationships that lead to financial success are built on a foundation of mutual trust, transparency and accountability. Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we will do everything we can to help keep your plan on track toward pursuing your goals.

Through our financial planning process, we discover your needs and goals, analyze your present situation, create a custom plan and make adjustments to your plan as needed. We help ensure that your financial needs are being addressed so that you can concentrate on doing the things you enjoy most.

Helpful Content

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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