The word Avena has roots in both Spanish and Italian, where it means “oats”—a humble yet powerful grain that has nourished people for generations. In Genesis 41 in the Bible you’ll find the story of Joseph—a man living among people who don’t necessarily share his values or his God. But through wisdom and discernment, Joseph distinguishes himself and becomes an interpreter of dreams. With God’s help, he is able to accurately interpret the Pharaoh’s dream, instructing the Egyptians to stockpile grain for a forthcoming famine. As a result, Joseph transformed the Pharaoh’s troubles into a wake of blessing for all people
Avena Impact Wealth Advisors exists to help you grow and nurture your financial resources with purpose. Just as Joseph remained faithful and discerning in his planning, we do the same for our clients—helping them find opportunities for greater impact not only in their lives, but in the lives of the community and world around them.
Multi-market portfolio designs & Values based strategies for any market
Advanced approaches to reduce liability and expand financial capacity
Integrating retirement income, cash flow, charitable, and tax planning into one cohesive playbook
When you’re face to face with all the details the last thing you need is more complications. That’s why we make getting started as straightforward as possible.
Our complimentary “Learn More Call” is a no-pressure way to see if Avena Impact is the right fit for you. This initial conversation allows us to understand your financial goals and challenges, offering you a glimpse into our personalized, purpose-driven approach.
Regardless of whether you choose to continue the conversation or look elsewhere, our goal is to provide greater clarity and confidence in your next step. Schedule a time that works for you and let’s start redefining what financial planning can do for you.
Off-the-shelf solutions don’t account for your individual goals or the deeper meaning and purpose behind your finances. Our advanced tools and detailed strategies sort through a multitude of scenarios and projections to determine the best course for you.
You don’t need to become an expert on finances, but we believe confidence comes from understanding where your money is headed. At Avena Impact, we explain complex strategies in an accessible way. By keeping you well-informed on your progress and options, we make it easy to keep your plan focused on the goals that matter most to you.
Financial planning doesn’t happen in a vacuum—it touches on the most important aspects of life. That’s why we believe you deserve to be valued as an individual, prioritizing your comfort and unique story whether you’re meeting in our office or attending one of our events for the local community.
Want your finances to look beyond the numbers? In this episode we delve into how aligning your wealth with your values not only enhances your financial strategy but also contributes to broader societal benefits. Erik shares expert insights on ethical investing, charitable planning, and how to use wealth to forge lasting change.
