Where Preparation Meets Purpose.
Avondale Wealth Advisors was founded to serve those who are building something bigger than themselves - whether it’s a thriving business, a strong family, or a lasting legacy.
We guide female business owners through growth, risk management, and exit planning - long before a transaction is in sight. And we help affluent families navigate the complexities of wealth: from asset protection and tax mitigation to legacy and generational planning.
Our services are deeply personalized and structured to reflect the thoughtful, intentional lives our clients are creating.
“One of the most important things a woman can have is her financial independence.”
Kristy Meeler, Ph.D., CEPA®, Managing Principal & LPL Financial Advisor
FAQs
How can I protect the wealth my family has built?
How do I know what my business is actually worth?
Am I doing enough to prepare for a future transition or sale?
How do I know that I won’t run out of money in retirement?
How can I reduce taxes? What about if I sell my business?
How do I balance investing in my business with building personal wealth?
Whether we’re working with a founder preparing to exit or a family stewarding generational assets, our approach is holistic, proactive, and aligned with your values and goals.
And we collaborate with your entire team - CPAs, attorneys, and other professionals - to ensure your plan is coordinated across all aspects of your financial life.
Our Services
What Sets Us Apart
Most advisors arrive at the finish line. We help shape the entire journey.
For business owners
We start before a sale or succession event - helping to increase business value, reduce taxes, and prepare for future transitions.
For families
We provide advanced planning to help to preserve and grow wealth with intention.
What’s My Business Worth?
Knowing the true value of your business is critical to proper business planning and working toward your personal goals.
Through our business valuation process, we can answer the questions that will help lead you to making informed decisions for your future.
Ready for the Next Step?
You don’t need to have all the answers - that’s what we’re here for.
Whether you’re scaling a business, selling a company, or preparing your family for the future, you deserve a clear plan and an advocate.
Let’s start with a conversation.
No pressure. No pitch. No Prep.
