Member Spotlight: Avior Wealth Management

Member Spotlight by [Avior Wealth Management]

Provide us with a brief summary of your business’ services

Full-service wealth management, including:
Comprehensive financial planning,
Investment management,
Tax planning and tax return preparation

Tell us about your company’s mission and values

Our mission is to help people clearly define the true purpose of their wealth, so they can pursue their most purposeful life.

Our guiding purpose is to build your plan with great intention, excellence and care, so we can help you achieve what matters most to you and those you love.

The core values of our firm are:
It’s not me, it’s we.
We lead through service.
We pursue excellence.
We shape the future.

What are the services you use the most (or are looking forward to using) from the Columbus Chamber?

In addition to the great networking opportunities, we are excited to see how the Columbus Chamber can help us build brand awareness and visibility in the community, and the many ways they can support us with business development and member connections.

How do you stay engaged with trends that you see in your industry?

Wealth management is a dynamic industry that requires a commitment to continuous learning, monitoring and adapting to changes in tax law and investing regulations, interpreting economic events and their impacts on the markets, and employing the latest technology tools to best serve our clients.

What is your company culture like?

Avior’s culture emphasizes:
Working together to leverage the collective strengths of the team,
Serving others with humility, generosity and compassion,
Pursuing excellence with perseverance, dedication and commitment, and,
Leveraging the transformative power of imagination, creativity and innovation to drive progress.

What does it take to be a successful employee at your company?

A successful Avior employee has a passion for helping clients achieve their financial and life goals, a dedication to continuous learning, and a commitment to outstanding, personalized client service.

What makes Columbus such a great place to do business?

Columbus is a great place to work and live and its civic and business leaders use a collaborative and coordinated approach to economic development.

Social Media:
LinkedIn: https://www.linkedin.com/company/aviorwealthmanagementllc
Website: https://avior.com/