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Our Story
With roots dating back to 1945, AVH Invest builds on an 80-year legacy of helping individuals, families, and businesses protect and grow what matters most.
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As a fully independent firm, we're not tied to proprietary products or sales quotas. This independence allows us to design personalized strategies based on your unique goals, risk tolerance, and timeline. ​
Our advisors take pride in building meaningful, long-term relationships grounded in care, guided by transparency, and upheld with integrity.
Our Fiduciary Commitment
Integrity
We place your interests first and avoid conflicts of interest whenever possible.
Care
We act with diligence, skill, and sound judgment in every recommendation.
Transparency
We communicate openly and cleary, so you understand decisions, fees, and outcomes.
Our fiduciary commitment is grounded in building lasting relationships, not transactions. As your life changes, your plan should evolve with it.
Our Team.
Click a name or photo to learn more.
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