At AWA Investment Advisors, our mission is simple: to empower you to make well-informed financial decisions and feel confident in your financial future. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, a personalized financial roadmap, and education tailored to your needs.
With an office in Port Charlotte, Florida, we work with clients both locally and across the country. We enjoy working closely with our clients, building long-lasting relationships and guiding them along their financial path. Contact us today to take the first step.
As an independent firm, we offer personalized service and develop strategies based on your specific needs. With the support of LPL Financial, the largest independent broker-dealer in the nation*, our advisors have access to a wide range of investment strategies and products, up-to-date research, resources, and tools.
We strive to address your needs in a transparent and practical manner. We take the time to get to know you on a personal level with the goal of building long-lasting relationships. We invite you to reach out to us and learn more about how working with us may benefit your family for generations to come.
No strategy assures success or protects against loss.
*As reported by Financial Planning Magazine, June 1996-2016, based on total revenue.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit www.AWAInvestmentAdvisors.com
At AWA Investment Advisors, we formed our firm with the desire to help individuals, families, executives, and business owners develop personalized financial strategies that can grow with them over the years. With over 125 years of combined experience in the financial services industry, this passion has never wavered. Above all, we are dedicated to serving our clients first, last, and always.
Over the years, we’ve witnessed a shift in the industry. Rather than focusing on a client’s personal needs, many firms are more concerned with making sales or fitting clients into cookie-cutter strategies. However, no two people are the same. We believe your financial and investment strategies should reflect your unique situation and individual goals.