AVALON FINANCIAL ADVISORS

Overview

Avalon Financial Advisors operates as a small, independent RIA structured as a sole proprietorship that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with complementary business activities as a real estate broker and an accountant. That mix of services suggests an emphasis on integrating investment planning with tax and real estate considerations for a limited number of high-balance clients. Investment activity is concentrated in public mutual funds and other pooled vehicles, and the firm reports using third‑party alternative strategies such as hedge funds, real estate vehicles, commodities and oil & gas exposures. Avalon is not an active ESG investor and does not function as a capital allocator to multiple outside managers in a broad institutional sense; instead, it appears to place client assets directly into funds, insurance products and alternative investments where appropriate. The advisory relationship is primarily non‑discretionary and fee arrangements are hourly or fixed-fee, consistent with a high-touch, planning-centered engagement model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices