Avier Wealth Advisors - Bellevue, Washington

Chris J.

I have had Avier manage my assets since 2011 and highly recommend them. Through past and present market storms, founder Dave Welty’s and partner Lars Phillips’ approach has been calm, steady, rational, and focused on the clients’ best interests. This has allowed me to receive monthly investment income while continuing to grow my net worth. Avier has helped me establish financial security and be able to sleep at night in the face of market uncertainty. Not only have they provided excellent investment management, their willingness and availability to communicate with their clients whenever needed has been extremely valuable.

Mr K.

⭐⭐⭐⭐⭐

Lars Phillips is the epitome of professionalism in the financial advisory field. From our very first meeting, it was clear that Lars is not only incredibly knowledgeable but also genuinely cares about his clients' financial well-being. He took the time to listen to my concerns, thoroughly understand my financial goals.

Lars' ability to explain complex financial concepts in a clear and concise manner made me feel confident and informed every step of the way. His approach is patient, thoughtful, and always focused on what is best for his clients. I never felt rushed during our meetings, and Lars made sure to address all my questions with the utmost care and attention.

I highly recommend Lars Phillips to anyone seeking expert financial advice. His dedication to his clients, combined with his extensive expertise as a CFA and CFP, sets him apart as a top-tier financial advisor. If you're looking for someone who listens, cares, and delivers outstanding results, Lars is the professional you want on your side.

Brenda M.

I have been with Avier from the beginning. They brought me from knowing nothing about savings to understanding how my contributions to myself make a huge difference in retirement. They are always willing to set up a meeting with me when I have questions or just want to review my current position. They have integrity and I always feel heard. They offer webinars quarterly that discuss the market changes in a way that a novice can understand. Dave Welty has done a terrific job in pulling in the right partner in Lars. I am not worried that this company will go away and leave me stranded. Heck, they eat their own dogfood - meaning they invest where they invest my savings. I can't say enough about how grateful I am to have found them when I did. GREAT JOB and Thank you!

John H.

Highly recommended. Lars and Angela are amazing. This comes from someone who thought I could handle my retirement on my own. After our first meeting, I was convinced that Avier Wealth Advisors was the right move. They laid out the current state and spent a lot of time developing our personalized plan. Since we have started working with Lars and Angela, our plan has changed multiple times. This is not due to Avier changing the plan, but due to them being able to give us the time to let the decision settle in, and over time, changing the outlook of our plan. I can say that we would not be in the position we are in without their help. If you are in the tech industry, specifically Microsoft or Google, Angela knows the HR systems, benefits and how to get around better than I did as an employee. If you are even thinking about retirement, do yourself a favor and contact Avier and see what they can do for you. You will find a level of trust needed when it comes to life decisions that need to be made sooner, rather than later. Thank you Lars and Angela for all that you have done and continue to do for my wife and I. We are now on track with our retirement plans.

Jillian B.

Joining Avier was by far one of the best decisions my husband and I have made in our adult life, setting up our family up for success. Managing finances [portfolio investing, college funds, retirement planning, estate planning, taxes advantages to name a few] are not things I enjoy doing or want to do when I’m off work. Hiring Avier was a weight off my shoulders, if I ever have a concern or upcoming significant cost I can easily schedule time meet with my advisors for consultation so I’m prepared for any financial investment/decision we face. In the couples of years we’ve been with them we extremely confident Lars & Angela have changed the outlook of our future and I can’t thank them enough.

Brian L.

Lars has great knowledge regarding Microsoft, Amazon and other large tech company benefits, comp plans and especially the Mega Back door ROTH. Lars takes time to walk thru scenarios and understand my current financial health and he provided solid financial advice on changes that can be made now that will benefit us tremendously at retirement.

Efrain R.

My first engagement with Lars Phillips from Avier Wealth Advisors was genuine and the information that he shared with me was clear/concise. Looking forward to building a strong financial future off and relationship with Avier Wealth Advisors.

Robert R.

Professional. Looking out for me and all financial services. Top notch.