a Fee-Only financial advisory firm located in San Diego, California.
Meeting your unique needs and helping you realize your dreams – that’s our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives.
You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients.
Thank you for taking the time to determine whether we can help you. Please call us at 858.581.3824 or e-mail us at info@avenueadvisors.com to start or continue the conversation.
See how we may serve you today
We act as your thinking partner to find solutions tailored to your personal situation using a consultative and collaborative approach. We place an emphasis on client education and empowerment.
Are you someone who doesn't enjoy researching the investment markets? Would you rather spend more time with friends, family and on your passions than reviewing your finances? Let us handle the details, while keeping you involved with the big picture and your strategies.
Would you like a professional collaboration on how to achieve your personal and financial goals? Are you looking for a second opinion for advice you’re received from others, actions you’ve taken or decisions you’re considering? In any case, you’ll receive professional consulting that fits your needs and preferences.
"I became interested in personal finance at a very young age, saving my allowance, money earned doing chores, and birthday and...
"I was studying in England when I received a phone call from my mom, calling from Vietnam to tell me that I’d have to come...
In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.
The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And unfortunately, just as federal emergency benefits are starting to run out, signs of a second wave of the virus are looming—and some may even say it’s already here.
There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan.
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