Back to Search Favorites List

Andrew Avera (CAP, CFP®, CTFA)

Andrew Avera focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Journey Beyond Wealth provides holistic comprehensive wealth management for high-net-worth individuals and families.  We review and advise on all aspects of your financial world:  tax minimization, cash flow, estate planning, risk management and insurance, investments, employee benefits, charitable giving, and education funding.  It begins with a comprehensive financial plan, followed by recommendations, and then implementation of the plan based on the individual’s specific goals and objectives.  

Additional Information

Andy Avera is a CERTIFIED FINANCIAL PLANNER professional.  He has over 20 years of experience providing comprehensive wealth management for high-net-worth clients.  In 2000, he received a Bachelor of Science in Management from Georgia Institute of Technology with certificates in Finance and Economics.  In 2004, he received a Master of Science in Personal Financial Planning from Georgia State University. 

Andy is married with 2 young boys.  In his spare time (limited with 2 young boys!), he enjoys playing boardgames, hiking, and watching college football and college basketball. 

NAPFA Start Date

January 30, 2018

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

125 TownPark Drive NW Suite 300 Kennesaw, GA 30144 Phone: (770) 722-5074
View
Visit Website