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Avier Wealth Advisors Employee Directory

Financial ServicesWashington, United States11-50 Employees

Avier Wealth Advisors provides fee-only financial planning and investment advisory services for individuals and families. As a fiduciary, the firm is legally obligated to offer advice that is in clients' best interests. Its approach emphasizes enduring partnerships built on mutual trust, shared values, and sound investment strategies, and it has specialized experience helping technology sector executives—including leaders at Microsoft, Amazon, and Intel—maximize their corporate benefits in line with long-term financial goals.

The firm is based in Bellevue, Washington, and maintains a second office in Lake Oswego, Oregon. Its culture is described as collaborative and educational, supported by credentialed professionals, including seven CFP® professionals and four CFA charterholders.

Find Avier Wealth Advisors employees' phone numbers or email addresses

Avier Wealth Advisors Global Highlights

Location
Employees

North America
28

Minus sign iconPlus sign icon
  • United States Of America
    28

Avier Wealth Advisors's Leadership

  • Stylized image of a person
    M. F.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Senior Client Service Associate
    Phone icon
    Mobile Phone

Avier Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Program & Project Management
  • Accounting
  • Administrative
  • Other
  • Community & Social Services

Contact profiles from Avier Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Director Of Portfolio Management
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    R. M.
    Senior Client Service Associate
    Phone icon
    Mobile Phone
    Apr 07, 2026

Frequently Asked Questions

What is Avier Wealth Advisors known for?

Minus sign iconPlus sign iconAvier Wealth Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-425-467-****
. Explore Avier Wealth Advisors's company overview page for more information.

What is Avier Wealth Advisors's most common email format?

Minus sign iconPlus sign iconAvier Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Avier Wealth Advisors email formats with LeadIQ.

How many employees does Avier Wealth Advisors have currently?

Minus sign iconPlus sign iconAvier Wealth Advisors has approximately 24 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Avier Wealth Advisors's key employees and leadership?

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As of July 2026, Avier Wealth Advisors's key employees include:

  • Director Of Portfolio Management: M. F.
  • Senior Client Service Associate: R. M.

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