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Financial Avenues

EST. AUM
$147,618,248

CONTACTS
2

CLIENT ACCOUNTS
409

Firm Details

Metro area Kansas City
CRD Number 153458
Website myfinancialavenues.com
Client types

Overview

Financial Avenues, LLC is a fee-only financial planning and investment advisory firm focused on helping individuals and families make informed financial decisions across all stages of life. The firm emphasizes comprehensive financial planning, retirement planning, cash flow management, and investment guidance delivered through a fiduciary, client-first model. Its services are designed to align personal financial goals with disciplined, long-term planning rather than short-term performance or product distribution.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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