Strategic Guidance for the Life You Want to Build

Meet Anthony Lupoli, CPA/PFS, CFP®, MAcc

Hi, I’m Anthony Lupoli, founder of AVL Advisory, lifelong Ormond Beach resident, and someone who believes that financial clarity leads to personal freedom.

I launched AVL Advisory to create a more personal, intentional experience for individuals and business owners seeking more than just tax prep. With credentials as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Personal Financial Specialist (PFS), I help clients integrate tax planning, retirement strategy, and financial decision-making under one roof.

What sets AVL Advisory apart is our ability to help connect the dots, between your business and personal finances, your present and future goals, and the tactical details that make everything run smoothly.

Whether you’re a young professional building momentum, a family securing your future, or a business owner ready to scale, our process is designed to give you confidence in every financial decision you make.

Giving back is important to me, that’s why I volunteer with Advisers Give Back, a nonprofit platform that connects financial planners with underserved individuals across the country. It’s one of the ways I stay grounded in the “why” behind this work: helping people live better lives through better decisions.

When I am away from the office, I enjoy spending time with friends and family, cooking and exploring the local food scene, and keeping active in the gym. I serve on the board of the Volusia Young Professionals Group and love helping others plug into our vibrant community.

My Background

  • 🎓 B.S. in Business Administration – Accounting, University of Central Florida

  • 🎓 Master of Accountancy (MAcc), Stetson University

  • 🏅 Licensed CPA in Florida

  • 🏅 Certified Financial Planner™ (CFP®)

  • 🏅 Personal Financial Specialist (PFS)

I’ve advised physicians, real estate professionals, entrepreneurs, and retirees. My experience in both tax and financial planning helps clients navigate every phase of growth.

Why Clients Work With Me

✅ Proactive Tax Planning
Strategies built throughout the year, not just during filing season.

✅ Financial Planning That Evolves With You
Personalized strategies for retirement, investments, and major decisions.

✅ Total Coordination
I work alongside your other trusted professionals, attorneys, bankers, and investment managers, to ensure your plan stays cohesive.

Let’s Build Something That Lasts

Your finances should support your life, not the other way around. Whether you're ready for a full strategy or just want to ask a few questions, I'm here.