Jeffrey Nielson

CFP®

Avenues Wealth

President & Wealth Management Consultant

Jeffrey Nielson

CFP®

Avenues Wealth

President & Wealth Management Consultant

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

Fee-Only financial planner located in Orlando, FL, serving clients locally and across the country

Jeffrey Nielson is a Orlando, FL fee-only financial planner. Avenues Wealth 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, Jeffrey Nielson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

My name is Jeff Nielson and I’m a CERTIFIED FINANCIAL PLANNER™.  I entered the financial services industry 20 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build a firm based on working in the best interest of the client, I founded Avenues Wealth in 2018, an independent, fee-only wealth management practice. 

I have extensive experience advising individuals, families, and corporations alike. My specialty is breaking down complex issues in an easy to understand way and developing a strategy to address my client’s concerns. 

My hope is to create a long-lasting relationship with clients that spans decades and possibly generations.  I believe the only way to build an enduring relationship is to establish trust based on honesty and competence. 

If you need help managing your finances, please call me, I would love the chance to speak to you in person.

Jeffrey Nielson 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

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Avenues Wealth, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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)
    Jeffrey Nielson 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.

  • Certified Financial Planner (CFP)
    Jeffrey Nielson 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.

Contact Jeffrey Nielson

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Office Locations:

  • 1407 E Robinson St
    Orlando, FL 32801

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