ABOUT AVL ADVISORY
A boutique firm, built around one relationship.
AVL Advisory was founded on a simple premise: tax planning, financial planning, and investment management are most powerful when they're done together — by the same advisor, with the same view of your life.
FOUNDED
2021
LOCATED
Daytona Beach, FL
STANDARD
Fee-only Fiduciary
FOUNDER’S NOTE
Why I started AVL Advisory.
For most of my career as a CPA, I watched the same pattern unfold for clients again and again. A great accountant. A separate financial planner. A third person running the portfolio. Three professionals, three perspectives — and almost no communication between them.
Every April, the call would come in: "Why is my tax bill higher than expected?" And the answer would be, almost always, a decision the investment advisor made in February that the CPA wouldn't see until ten months later.
The wealthiest families don't operate that way. They have one team — a single set of advisors who see the whole picture, coordinate every move, and report to one another. AVL Advisory was built to bring that model to professionals, business owners, and retirees who deserve the same quality of advice.
CREDENTIALS
Held to the same standards as the largest firms.
CPA/PFS
CERTIFIED PUBLIC ACCOUNTANT / PERSONAL FINANCIAL SPECIALIST
Licensed CPA with the AICPA's advanced personal-financial-planning credential. Fewer than 1% of CPAs hold both.
MAcc
MASTER OF ACCOUNTANCY
Graduate-level training in tax, audit, and financial accounting — the technical floor beneath everything else.
CFP®
CERTIFIED FINANCIAL PLANNER™
Held to fiduciary and ethical standards by the CFP Board. Recertified every two years through continuing education.
IAR
INVESTMENT ADVISOR REPRESENTATIVE
Anthony is a state-registered IAR. He is a fiduciary on every dollar, every conversation, every recommendation.
PRINCIPLES
Six commitments we put in writing.
01
Integrated, not stitched together.
Tax, planning, and investments report to the same brain — not three of them. Decisions get modeled across all three before they're made.
04
Proactive, not reactive.
Year-end tax planning starts in October, not April. We bring you ideas; you don't have to chase us for them.
02
Fee-only, on the table.
No commissions, no referral fees, no hidden product economics. You'll know exactly what you're paying and why, in writing, before you sign.
05
Plain-spoken, no jargon.
If we can't explain a strategy in a sentence you'd say at dinner, we don't recommend it.
03
Boutique, intentionally
We cap the client roster so Anthony personally handles every relationship. You will never be passed to a junior associate or a call center.
06
Local, but not limited.
Headquartered in Daytona Beach. Licensed across the country. Most work happens over video and secure portal.
THE NEXT STEP
Ready to Elevate Your Financial Life?
Fifteen minutes, no prep, no pressure. We'll learn what you're working on and tell you — honestly — whether we're the right fit. If we're not, we'll point you somewhere that is.