Dave Welty| CFP®
Avier Wealth Advisors
- Fee-Only Financial Planning
- Distribution and SS Strategies
- Estate Planning
- 401(k) and IRAs
- Women and Investing
- Investment Management
- Insurance Review
- Dimensional Fund Advisors
- Concentrated Stock Positions
- Stock Options
- Tax Planning
- College Education Planning
Bellevue, WA 98004
Lake Oswego, OR 97035
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Dave lives on the shores of Lake Sammamish with his wife Katherine and their two boys, Cameron and Graham. Enjoying quiet time on the lake, camping up in the mountains or traveling the world in pursuit of big fish—Dave never tires of spending time with his family and friends in nature’s living room. While he is more likely to brag about his sons’ many talents, Dave will gladly oblige with a story about his fiftieth birthday. The one that ends with an 80-lb. blue marlin on the end of a fly rod. Not a bad way for a guy to mark half a century.
Bachelor of Science in Geology, Mesa State College
Certified Financial Planner™ Professional
Trust and Transparency
At Avier Wealth Advisors, we place great value in the quality of the relationship we have with you. We want you to be confident that our only incentive is to do what is in your best interest. We adhere at all times to the highest fiduciary standard of care and strive to earn your trust through transparent processes and honest communication. Our fee-only compensation model means that we receive payment for our asset management services from only one source—you. Our clients value our open approach, and we value their continued loyalty.
Our integrated approach places investment management within the context of a comprehensive financial plan, which means that your portfolio is aligned with your risk profile and tailored to help you work toward your life goals. With our goal of consistently and efficiently capturing market returns, we diversify your portfolio across multiple asset classes and within multiple investment styles. We do this by utilizing time-tested strategies developed by leading academic institutions to optimize investment portfolios over time.
As an independent registered investment advisory firm, we are under no obligation to push proprietary products or meet quotas. When you work with us, you can expect unbiased financial advice based on your needs, not the needs of a large brokerage firm or its shareholders. We actively explore investment strategies from multiple sources, not just a single money manager or custodian. Our strategic partners offer globally diversified opportunities typically available to only large pension plans and other institutional investors.
We know from experience that informed investors are the most successful investors. That’s why we seek to educate and inform through regular client meetings, reports, workshops, webinars and our website. Unlike firms who limit their client base to high-net-worth individuals who already have a deep understanding of the financial services industry, we strive to provide clients who are in the process of accumulating wealth with the knowledge they need to put their money to work with discipline and direction.