AVALON FINANCIAL
Forging your
financial future.
Investment management and financial planning built around your goals, your circumstances, and your long-term future.
A PERSONAL APPROACH
Invest with purpose.
Plan with clarity.
Avalon Financial is a privately held Registered Investment Adviser serving individuals and families. We combine investment management with practical financial planning so that clients can make informed decisions about the money they are building, protecting, and passing on.
Our work begins with understanding your objectives, time horizon, risk tolerance, and financial circumstances—not simply selecting investments.
WHAT WE DO
Financial guidance for real life.
From investing for the future to planning for retirement and education, Avalon Financial helps organize the financial decisions that matter.
Investment Management
Long-term portfolio management tailored to your objectives and risk profile.
Retirement Planning
Planning around retirement accounts, income needs, time horizons, and long-term goals.
Education Planning
Guidance for 529 plans and other strategies for saving toward education.
Youth Investing
Custodial investing and financial education for children and grandchildren.
Budgeting & Cash Flow
Practical organization of income, expenses, banking, and spending priorities.
Financial Planning
Goal tracking, scenario analysis, and coordination of the financial decisions surrounding your investments.
OUR PHILOSOPHY
Keep more of what you earn working for you.
Avalon emphasizes long-term investing, cost-conscious portfolio construction, and a disciplined approach to market volatility. Where appropriate, we favor direct ownership of publicly traded companies and broadly diversified investments while seeking to avoid unnecessary costs and excessive trading.
Investment decisions are made in the context of each client's objectives and willingness to accept risk. No investment strategy eliminates the possibility of loss.
Learn about our investment approach →
AVALON FINANCIAL
Independent guidance. Personal accountability.
Avalon Financial is owned and operated by Chad Conway, Chief Compliance Officer and Investment Adviser Representative. Chad has helped people with their financial needs since 2015 and established Avalon Financial as a legal entity in 2019.
Meet Chad →READY TO TALK?
Let's start with where you want to go.
Tell us what you're working toward. We'll start with a conversation about your goals and circumstances.
Contact Avalon Financial