Avalon Wealth

Avalon Wealth is a fee-only wealth management firm offering financial planning, investment advice and retirement planning, with particular work in divorce financial planning and business exit planning. Its advisors hold CFP, CDFA or FPQP designations and act as fiduciaries, putting clients' interests first. The firm builds a Financial Blueprint for each client and updates it as circumstances change.

Fees are a flat annual amount set from the scope of work, with no commissions on products. New clients start with one or two complimentary meetings, then share account statements and tax returns, and receive a written proposal that includes a fee quote. The advisors work alongside clients' CPAs and attorneys. The office is on East 96th Street in Indianapolis.