Avenir Financial is a comprehensive wealth management firm dedicated to providing personalized financial planning and investment advisory services. They work with individuals, families, and business owners to develop tailored strategies aimed at achieving long-term financial goals, focusing on areas such as retirement planning, investment management, estate planning, and risk management. Their approach emphasizes building strong client relationships based on trust, transparency, and a deep understanding of each client's unique financial situation and aspirations.
The Bethesda headquarters serves as the central operational hub, housing key leadership, client advisory teams, investment management, and administrative functions.
Modern office space equipped with advanced technology for financial analysis and client communication, designed to provide a professional and welcoming environment for clients and staff.
The work culture at Avenir Financial's HQ is likely collaborative, client-centric, and emphasizes professionalism, continuous learning, and ethical practices in financial advisory.
Strategically located in Bethesda, the HQ offers proximity to a significant client base in the affluent D.C. metro area and access to a skilled talent pool.
Avenir Financial's physical office presence is currently concentrated in the United States, with key offices in Bethesda, MD, Reston, VA, and New York, NY. While they primarily serve a domestic client base, they may offer services to U.S. clients with international assets or financial interests, coordinating with global partners as needed.
7272 Wisconsin Ave, Suite 510
Bethesda
MD
USA
Address: 11951 Freedom Drive, 13th Floor, Reston, VA 20190
To expand Avenir Financial's service reach within the Washington D.C. metropolitan area and cater to the specific financial needs of individuals and businesses in the dynamic Northern Virginia economy.
Address: 444 Madison Avenue, Suite 401, New York, NY 10022
To establish a strong presence in a key global financial hub, enhancing access to diverse investment opportunities and a broader, sophisticated client base.
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As of April 2025, Avenir Financial' leadership includes:
Avenir Financial has been backed by several prominent investors over the years, including:
No major public announcements regarding executive new hires or exits at Avenir Financial have been identified in the last 12 months. The leadership team appears to be stable.
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Avenir Financial likely uses common professional email formats. Based on typical industry standards for a company of its name and structure, the most probable format would involve the first initial followed by the last name.
[first_initial][last]@avenirfinancial.com
Format
jboudreaux@avenirfinancial.com
Example
85%
Success rate
Avenir Financial Website • April 9, 2024
Avenir Financial announced its recognition by Forbes as one of the Best-In-State Wealth Management Teams for 2024. This acknowledgment highlights the firm's dedication to providing exceptional client service and expertise in financial planning and wealth management within Maryland....more
Citybiz • February 7, 2023
Avenir Financial, a financial planning and wealth management firm, has been named to Forbes’ Best-In-State Wealth Management Teams list for 2023 in Maryland. The list recognizes top-performing wealth management teams across the United States....more
Avenir Financial Website • January 25, 2023
Avenir Financial announced that Candice L. Tretter, CFP®, CDFA®, has been named a Partner at the firm. Candice has been with Avenir since its inception and has played a key role in the firm's growth and client service excellence....more
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