Business Details
6 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Avondale Wealth Advisors Wealth Advisors is an independent wealth management firm founded on Christian principles, dedicated to delivering comprehensive financial advice with unwavering integrity and expertise. Our team combines decades of experience in financial planning, investment management, and estate strategies to serve high-net-worth individuals and business owners. We prioritize proactive guidance and innovative solutions tailored to each client's unique goals. With a heritage rooted in disciplined financial stewardship, we maintain rigorous compliance standards and partner with Fidelity Institutional Wealth Services to ensure secure custodial solutions. Our advisors hold advanced degrees and industry certifications, reflecting our commitment to excellence.We serve clients across Texas from offices in Austin and The Woodlands, with a leadership team that includes former Fortune 500 professionals and former NFL athletes. Our Christian values shape our client relationships, emphasizing transparency, ethical investing, and community service. We provide ongoing portfolio management with active discretionary oversight and annual risk assessments. Our estate planning process integrates legal coordination to protect clients' legacies through trusts, wills, and power of attorney documents. This combination of technical expertise and principled service establishes Avondale Wealth Advisors Wealth Advisors as a trusted partner in wealth management.
Services
Financial Planning
Estate Planning
Investment Management
Insurance Solutions
Details
- Year established: 2020
Highlights and features
- We offer Christian values-driven financial advice with ethical investment practices
- Our team includes former Fortune 500 professionals and certified CPAs
- We provide customized wealth management strategies for high-net-worth clients
- Our advisors have 10+ years average experience in financial services industry
- We maintain rigorous compliance standards with Fidelity Institutional partnerships
Associations and certifications
- Registered Investment Advisor
- FINRA BrokerCheck
What people say
Personalized strategies
Christian values alignment
Experienced team
Thorough planning
Ethical practices
Services
Financial Planning
Our financial planning service explores clients' financial situations through comprehensive goal setting and risk assessment. We develop customized strategies that coordinate investment portfolios with retirement plans and budgeting frameworks. The process includes ongoing refinement through annual reviews and progress tracking to ensure alignment with evolving financial objectives.
Estate Planning
Estate planning services analyze clients' complete asset portfolios including real estate, businesses, and investments. We create tailored strategies using wills, trusts, and power of attorney documents coordinated with certified estate attorneys. The process ensures tax-efficient wealth transfer while protecting clients' financial legacies for future generations.
Investment Management
Our investment management approach begins with risk tolerance analysis and time horizon assessment. We implement diversified multi-asset portfolios aligned with clients' financial plans, employing active discretionary management and alternative investment recommendations. Annual risk reviews ensure ongoing strategy optimization for long-term financial goals.
Insurance Solutions
Insurance solutions start with comprehensive risk assessment covering estate tax exposure and income replacement needs. We develop coverage strategies that balance policy duration with flexibility requirements. The process concludes with policy placement through trusted carriers to address clients' specific protection needs while integrating with overall financial plans.
People
Justin Jacobs
CEO & Founder
Former Merrill Lynch advisor and BBVA Compass Senior Vice President with Yale economics degree. Leads financial advisory division while serving on multiple nonprofit boards including Fellowship of Christian Athletes.
Tanner Price
VP, Sr. Financial Advisor
Former professional football player with Wake Forest economics degree. Specializes in tech sector executive planning while coaching youth football and participating in Christian athletic organizations.
Joanne Burks
CFO & COO
Certified Public Accountant with 15+ years in finance across real estate and nonprofit sectors. Holds UT Austin accounting degree and CGMA designation while actively volunteering with Austin charities.
Trevin Harris
Financial Advisor
Texas Tech graduate with accounting and finance degrees. Former litigation support specialist with expertise in business valuation and forensic accounting, active in church student ministry programs.
Addison Martin
Client Service Associate
Texas A&M MIS graduate with Fortune 500 data governance experience. Transitioned to wealth management to combine technical skills with client relationship building, active in church youth ministry.
Questions
What makes Avondale Wealth Advisors Wealth Advisors different from other wealth advisors?
We uniquely combine Christian principles with institutional-quality investment strategies and personalized service from experienced professionals.
Do you work with out-of-state clients?
While based in Texas, we serve clients nationwide through virtual consultations and our Fidelity Institutional custodial partnerships.
How are your investment strategies structured?
We create diversified multi-asset portfolios tailored to individual risk tolerance, with active management and annual risk tolerance reviews.
What estate planning services do you offer?
We coordinate comprehensive estate strategies including wills, trusts, and power of attorney documents with certified estate planning attorneys.
Are investments FDIC insured?
No, investments through Avondale Wealth Advisors Wealth Advisors are not FDIC insured and carry market risk, though we use Fidelity Institutional for secure custodial services.
