CFP®, CTFA, CAP®
Journey Beyond Wealth
CFP®, CTFA, CAP®
Journey Beyond Wealth
Through financial life planning, we help you gain clarity and empower you to live your best life. - Andy Avera, CFP®, CTFA, CAP®
Fee-only comprehensive financial planner located in Marietta, GA, serving clients locally and across the country.
Andy Avera is a Kennesaw, GA fee-only financial advisor serving clients locally and across the country. Journey Beyond Wealth provides comprehensive financial planning and investment management to help families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andy Avera is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andy Avera is a fee-only financial advisor at Journey Beyond Wealth located in Kennesaw, GA.
I have more than 20 years of experience providing fee-only wealth management to individuals and families. I have a master’s degree in personal financial planning. I have several designations after my name. That being said, these things do not define who I am. My family is the most important thing to me. I have a beautiful wife and 2 wonderful boys (ages 5 and 9). I try to put them first in everything I do. I do not pretend to be perfect, but I try.
I love sports. I enjoy college sports more than professional, but it is mainly because I believe they play with more passion. My first love was baseball, but basketball and football are favorites now.
I also enjoy being outside, whether that is exercising, going on a hike with my family, or simply being at the playground with my boys.
My favorite hobby is playing boardgames. It is how I met my wife. We have a large library of games and while I don’t play as much as I would like, we still get plenty of opportunities to play (with each other or with friends). I look forward to having family game nights.
Below is a summary of my educational background and professional designations:
- Bachelor of Science in Management with certificates in Finance and Economics - Georgia Institute of Technology
- Master of Science in Personal Financial Planning - Georgia State University
- Graduate of the Philanthropic Advisor Leadership Institute
- CFP® - CERTIFIED FINANCIAL PLANNER TM
- CTFA - Certified Trust and Financial Advisor
- CAP® - Chartered Advisor in Philanthropy
Andy Avera is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
JOURNEY BEYOND WEALTH
GET ORGANIZED | GAIN CLARITY | LIVE INTENTIONALLY
At JBW, we help you gain clarity in your financial world and empower you to LIVE YOUR BEST LIFE.
We help families by going beyond the scope of a typical advisor. We guide families through a myriad of financial decisions in a simple, stress-free way so you can set and accomplish goals that are aligned with what matters most to you. We understand you need advice focused on your values and goals, which is why we collaborate with you to create a customized plan that empowers you to intentionally live your best life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Andrew Avera is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Andy Avera is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Andy Avera is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Andy Avera is a Certified Trust and Fiduciary Advisor (CTFA)
Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts, and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation, or trust administration.
Andy Avera Holds the Chartered Advisor in Philanthropy® (CAP®) Designation
The Chartered Advisor in Philanthropy® (CAP®) provides qualified financial professionals with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society. CAP® holders are part of a growing network of top planners who are working to make our towns and cities better places to live for generations to come.
Andy Avera Has Received Training at the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Andy Avera and Family are Featured in the Marietta Daily Journal: "INVESTING IN THE COMMUNITY: The Avera family saves for the future, with a twist"
Andy Avera is Quoted on Cobb Community Foundation's Financial Strategies: "HOW MUCH IS ENOUGH?"
Andy Avera is a Featured Guest on Wealth Matters Discussing: "Behavioral Finance: Tips for Overcoming Irrational Financial Decisions"
Contact Andy Avera
125 TownPark Drive NW
Kennesaw, GA 30144