— CPA/PFS · CFP® · MAcc · Fee-Only Fiduciary
Tax-smart financial planning and wealth management, built around one integrated plan.
Expand Your Financial Horizon
One firm coordinating your tax strategy, investments, and long-term plan — the way the wealthiest families have always done it. Based in Ormond Beach, serving Central Florida and beyond.
15 minutes · no prep · we'll tell you if we're not a fit
Your Advisor
Anthony Lupoli
CPA/PFS · CFP® · MAcc
Fiduciary
Always, on every dollar
Fee-only
No commissions, ever
Triple-credentialed
CPA/PFS · CFP® · MAcc
Boutique
A limited number of clients
The Difference
Most clients juggle three advisors. We are all three.
With Us
Your Finances With Us
One relationship, every advisory angle covered
Forecasts that don't surprise you in April
High-touch, personalized advisory — built for you
One inbox, one advisor, one integrated plan
Investments and tax strategy coordinated weekly
Without Us
Your Finances Without Us
Fragmented advisors — CPA, planner, broker barely speak
Reactive, not proactive — tax bill is a surprise
Cookie-cutter advice generated by software
Uncoordinated communication, phone tag in April
Investment decisions made with tax blind spots
AVL ADVISORY
Our Approach
Three professionals normally manage your money. We are all three.
01
We map your full picture.
Tax returns, balance sheet, equity comp, business entity, family goals, all captured in one model. You finally see the whole board, not three corners of it.
02
We model decisions before you commit.
A Roth conversion. An S-Corp salary change. A sale of company stock. We show the multi-year tax and net-worth impact side-by-side, then recommend.
03
We run it as one plan.
Tax prep, investment management, and ongoing planning move together. No relay race between three professionals who have never met each other.
What We Do
Four practices, one relationship.
Tax Advisory
Proactive tax planning & preparation
We don't just file. We model the tax impact of every major decision — before you commit.
Federal & state returns
Multi-year projections
IRS representation
Wealth Management
Fee-only fiduciary investing
Low-turnover, evidence-based portfolios coordinated with your tax plan, not against it.
Globally diversified, low cost
Tax-aware rebalancing
Concentrated-stock strategies
Financial Planning
Integrated, goals-based planning
Retirement, education, real estate, equity comp, insurance — modeled as one connected system.
Goals-based projections
Cash-flow & balance sheet
Estate coordination
Outsourced Accounting
Owner-operator back office
For S-Corps, partnerships, and multi-entity owners — reasonable-comp, QBI, monthly close.
Salary vs distribution
Solo-401(k) / cash-balance
Sale & succession planning
Service Tiers
One Firm. Three Ways to Upgrade Your Financial Wellness.
Wherever you are on the journey, our tiers grow with you. Each includes tax preparation; investment management is priced as the greater of tiered AUM or planning fee.
Advisor
Build the foundation.
<$250K
Investable assets
Young professionals, startup founders, and clients early in their financial journey.
Goals-based financial planning
Dedicated CPA + CFP®
Annual tax return (1040 + Schedules)
Major life-event guidance
Secure client portal
MOST POPULAR
Visionary
Coordinate every angle.
$250K – $2M
Investable assets
Established professionals and growing business owners ready for integrated tax + investment management.
Everything in Advisor, plus:
Business return (S-Corp, 1065)
6-month tax projections
Investment management
Strategy optimization
Estate planning coordination
Legacy
Protect and pass it on.
$2M+
Investable assets
Retirees, mature business owners, and high-net-worth families pursuing legacy and continuity.
Everything in Visionary, plus:
Advanced tax planning (multi-entity, trusts, gifting)
Trust tax filings
Quarterly tax projections
Family wealth support
Rapid-response priority
Pricing reflects illustrative ranges. Engagement letters and full fee schedules are provided in writing before any work begins. See Form ADV Part 2 for complete fee disclosures.
Meet Your Advisor
Anthony Lupoli
CPA/PFS · CFP® · MAcc
"Technical excellence, personalized attention to detail, and a commitment to helping you pursue financial independence — the way the wealthiest families have always done it."
Anthony founded AVL Advisory after watching tax planning, financial planning, and investment management get handled separately — by people who rarely talked to one another. As one of the only advisors in the Daytona Beach area with both CPA/PFS and CFP® credentials, he built the firm to deliver one coordinated relationship instead of three disconnected ones.
What Our Clients Say About Us
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"Anthony is very knowledgeable, and has great communication, I definitely recommend him."
Phillip
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"Mr. Lupoli’s professional service and phenomenal people skills make for an excellent combination. Couple that with a keen eye for perfection and an expeditious turn around time and you’ve got a model CPA that I recommend to anyone in need."
Samuel
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"Anthony helped make tax season so much easier. Very professional and knows his stuff. 10/10 would recommend!"
Garrett
Frequently Asked Questions
Q1: Who is AVL Advisory best suited for?
A: We serve professionals, retirees, families, and small business owners seeking an integrated approach to tax, accounting, and financial planning. Our tiered service model is designed to grow with your needs.
Q2: Do you offer standalone tax preparation or accounting services?
A: We primarily serve clients through bundled service tiers, which provide the most comprehensive service and convenience. In some cases, we offer standalone services on a limited basis, contact us to discuss your needs.
Q3: How do I get started?
A: It starts with an initial consultation where we learn about your goals and needs. From there, we’ll recommend the service tier that fits your situation.
Q4: How are your services priced?
A: Our pricing is fully transparent and based on the complexity of your situation and service tier selected. You’ll have clarity on what’s included and what you’re paying for upfront.
Q5: Where is your office located? Do you work with remote clients?
A: We are based in Daytona Beach, and proudly serve clients throughout Central FL and beyond. Many of our clients enjoy the option and convenience of fully remote service.
Let’s explore how AVL Advisory can help you simplify your finances, reduce stress, and plan confidently for the future.