Ava Wealth Management is a Franklin-based firm that offers a unique approach to wealth management, combining institutional asset management experience with personalized client interaction. With a focus on individual investors and families, they work closely with a limited number of clients to provide tailored investment solutions.
As a fee-only investment advisor, Ava Wealth Management offers customized investment strategies using individual securities, ensuring clients have direct access to the decision-making process and eliminating the inclusion of additional fund management fees. Their goal is to provide individual clients with the institutional level experience they deserve.
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