One relationship. One plan. Taxes, planning, and investments, all coordinated so your finances move in the same direction.
Expand Your Financial Horizon
AVL Advisory delivers integrated and comprehensive financial strategies for professionals, retirees, and families, who want more than cookie-cutter solutions.
15 minutes • no prep • we’ll tell you if we’re not a fit
Why Clients Choose AVL
Your Finances Without Us:
❌Fragmented Advisors
Your tax preparer, investment advisor, and planner are separate people. No one has a full view of your financial picture leading to missed opportunities and miscommunication.
❌Reactive, Not Proactive
Tax planning only happens at year-end or during filing, if at all. Investments are set and forgotten, while no one checks in about life events, business growth, or shifting priorities. You may be left with a surprise bill in April.
❌Cookie-Cutter Advice
Planning is based on generic templates. Investment portfolios may be misaligned with goals or tax realities. There’s little-to-no customization for business owners or high-income professionals. The advisor and CPA are not coordinating on timing or the tax events going on in your financial life.
❌Uncoordinated Communication
You are chasing down multiple advisors for answers. The advice from your advisors may conflict with each other, and no one takes responsibility for the bigger picture. This may leave you overwhelmed and unsure of who to call for what.
Your Finances With Us:
✅One Relationship. Every Advisory Angle Covered.
You get fully integrated advice, one advisor managing tax, investments, and planning, intelligently connected. We coordinate advice across tax, investments, and planning to align with your financial picture.
✅Forecasts that don’t surprise you
Forward-looking advice based on real-time business, cash flow, and market dynamics. Our goal is to help you anticipate potential challenges and adjust proactively, rather than only responding after the fact. We update your quarterly tax map, then text you the exact payment links.
✅High-Touch + Personalized Advisory
Our service tiers match whatever stage of life you are in, while staying aligned with your goals. You get specialized advice whether you are a business owner and/or a family guided toward legacy and continuity. We time withholdings, Roth conversions, and TLH around your vest/bonus calendar.
✅Confidence and Clarity
No more game of phone tag between advisors and no more guesswork. Our aim is that you understand why decisions are being made and how they impact your financial future.
One Firm. Three Ways to Upgrade Your Financial Wellness.
Wherever you are in your financial journey, our unique services bundles are designed to grow with you along with your everchanging needs.
Advisor
Ideal for young professionals, startup business owners, or clients with <$250K in investable assets.
Services Included:
Goals-based Financial Planning
Dedicated CPA + CFP® Professional who gets you
Cash Flow & Budgeting Tools
Annual Tax Return Prep (1040 + Schedules)
Major life event guidance
Email Access
Client Portal Access
How you pay:
Agreed-upon planning fee
Seperate AUM assets >250k
Tax Prep included
Visionary
Ideal for established professionals, growing business owners, clients with $250k–$2M in assets.
Services Included:
Everything in Advisor, plus:
Tax return + 1 business return (S-Corp, 1065, etc.)
6-month tax projections + estimated tax payment guidance
Annual strategy meeting
Investment management (custom portfolios, goals-based models)
Strategy optimization
Estate planning
Priority email and phone support
How you pay
Greater of:
Tiered AUM or Planning Fee
Tax Prep included
Legacy
Ideal for retirees, mature business owners, high net-worth families with 2M+ in assets.
Services Included:
Everything in Visionary, plus:
Advanced tax planning (multi-entity, real estate, trusts, gifting)
Trust tax filing
Semiannual strategy meetings
Quarterly Tax Projections + estimated tax payment guidance
Family wealth support
External advisor coordination
Rapid response phone and email support
How you pay
Greater of:
Tiered AUM or Planning Fee
Tax Prep included
How it Works
Step 1: Fill out the form & book a 15-minute intro
Meet with us to discuss your goals, challenges, and current financial picture.
Step 2: Choose Your Service Tier
We’ll recommend the right service tier to match your needs and where you are in your financial journey.
Step 3: Partner with AVL Advisory
We’ll help build your plan, coordinate across tax, planning, and investments, and provide ongoing guidance tailored to your situation.
Meet Your Advisor
Anthony Lupoli
CPA/PFS, CFP®, MAcc
Anthony is a CPA and CFP® with deep roots in Daytona Beach. His firm is built on a vision that prioritizes technical excellence, personalized attention, and a commitment to helping individuals and small business owners pursue financial independence. Whether planning for retirement, running a growing business, or looking for peace of mind come tax time, AVL will provide ongoing guidance throughout your financial journey.
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.