At both our Crystal Lake, IL and Holland, MI offices, we want you to feel right at home. We’ll have a comfortable, private meeting space ready for you when you arrive.
We’ll take the time to get to know you and what your financial goals are. There are no right or wrong answers in this conversation—we want you to be fully heard and understood.
After we gather your input, we will create custom solutions based not just on your finances, but your goals, values, and greatest aspirations.
We are located on W 16th Street in downtown Holland. You’ll find us just across the street from Lake Macatawa and just west of DeBoer Bakerij South.
Contact the Avena Impact Wealth Advisors team today!
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We are located on the corner of N Virginia Street and W Crystal Lake Ave, just west of the downtown area.
Contact the Avena Impact Wealth Advisors team today!
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Avena Impact offers comprehensive, values-based financial planning for individuals and families navigating complexity or transition. Our work spans retirement income planning, tax mitigation, investment management, estate strategies, and business owner planning—all grounded in ethical guidance and personal alignment. We focus on uncovering sophisticated opportunities others may miss, including charitable giving strategies and purpose-driven investments. While we don’t sell insurance or draft legal documents, we offer independent analysis and strategic insight across your entire financial landscape—helping you move from uncertainty to clarity, and from maintenance to meaningful impact.
This is a no-pressure, no-commitment conversation that allows us to understand your financial situation, goals, and the challenges you may be facing. It also gives you the opportunity to learn about our approach and how we can tailor our services to match your needs.
At Avena Impact, we believe in transparent, value-aligned pricing. Our fees are typically based on assets under management, which means we only do better when you do. For clients seeking financial planning without investment management, we offer a flat-fee option tailored to the complexity of your situation. We don’t earn commissions on investment products or insurance—our only compensation comes directly from our clients, keeping our advice objective and entirely in your best interest. During our discovery process, we’ll provide a clear proposal so you know exactly what to expect, with no surprises.
At Avena Impact Wealth Advisors, designations signal training, ethics, and a commitment to serve you well. CFP® (CERTIFIED FINANCIAL PLANNER™) professionals meet rigorous education, exam, experience, and ethics requirements and are held to a fiduciary standard when providing financial advice, with ongoing continuing education. CKA® (Certified Kingdom Advisor®) designees complete specialized coursework, an exam, and ethical commitments to integrate technical advice with biblical financial principles. Designations indicate qualifications and focus areas; they do not guarantee performance. All information is general and not personalized advice—recommendations are provided only after we understand your goals, risk tolerance, taxes, and circumstances.
