Dave Welty

CFP®

Avier Wealth Advisors

Financial Advisor

Dave Welty

CFP®

Avier Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dave Welty, CFP®

Fee-Only financial planner located in Bellevue, WA, serving clients locally and across the country

Dave Welty is a Bellevue, WA fee-only financial planner. Avier Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dave Welty is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As founder and managing director of Avier Wealth Advisors, Dave Welty finds himself in a fortunate position. He’s been able to combine his entrepreneurial spirit and a passion for creating a world-class client experience into a rewarding career and business. Every day he gets to go into the office knowing that he has assembled a dedicated team of professionals whose work has a positive and direct impact on people’s lives. He likens his job to that of an air traffic controller, strategically coordinating best practices and allocating resources to bring those under the firm’s guidance to their desired futures without a lot of turbulence along the way.

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.

Education
Bachelor of Science in Geology, Mesa State College

Certifications
Certified Financial Planner™ Professional

Dave Welty is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

Integrated Approach

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.

Independence

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.

Education

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dave Welty is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dave Welty 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.

  • Financial Planning Association
    Dave Welty is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Dave Welty

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Office Locations:

  • 10655 NE 4th Street
    Suite 508
    Bellevue, WA 98004
  • 4900 Meadows Road
    Suite 130
    Lake Oswego, OR 97035

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