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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

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Rightsizing for Retirement

What does your home really cost?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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