Plan for the Life You Envision

Integrated tax-smart financial planning designed for clarity, confidence, and growth

Your Financial Life, Aligned

Financial planning at AVL Advisory isn’t just about numbers, it’s about helping you align your money with your goals. Whether you’re preparing for retirement, optimizing tax strategies, or building generational wealth, we build custom plans tailored to you.

Our Planning Services

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Book a 15-min Intro

Why Work With Us?

Work with a dedicated CFP® Professional

Tax and financial planning under one roof

Fiduciary Standard

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Tailored plans with personal and responsive service

AVL Advisory LLC

128 Orange Ave.

Daytona Beach, FL 32114

alupoli@avladvisory.com
386-334-9765

AVL Advisory LLC (“AVL”) is a Florida-registered investment adviser. Registration with the Florida Office of Financial Regulation does not imply a certain level of skill or training. AVL provides advisory services only in jurisdictions where it is properly registered or is excluded/exempt from registration. Information on this site is for educational purposes only and is not personalized investment, tax, or legal advice. Advisory services are provided only pursuant to a written agreement and after delivery of required disclosure documents. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Testimonials shown are from actual clients of AVL; no compensation was provided. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Custody/brokerage services provided by Altruist Financial LLC, Member SIPC. AVL and Altruist are unaffiliated. Tax and accounting services are separate and distinct from investment advisory services; AVL does not provide legal advice.

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