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Avenir Financial's Overview

Total employees76
HeadquartersBethesda
Founded1942

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.

Where is Avenir Financial's Headquarters?

HQ Function

The Bethesda headquarters serves as the central operational hub, housing key leadership, client advisory teams, investment management, and administrative functions.

Notable Features:

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.

Work Culture:

The work culture at Avenir Financial's HQ is likely collaborative, client-centric, and emphasizes professionalism, continuous learning, and ethical practices in financial advisory.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' design and operations likely reflect Avenir's core values of integrity, client focus, excellence, and long-term partnership.

Location:

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.

Street Address:

7272 Wisconsin Ave, Suite 510

City:

Bethesda

State/Province:

MD

Country:

USA

Avenir Financial's Global Presence

Reston, VA, 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.

New York, NY, USA

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.

Buying Intent Signals for Avenir Financial

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Avenir Financial

As of April 2025, Avenir Financial' leadership includes:

H. Jude Boudreaux, CFP® - Founder & Partner
Stacy Miller, CFP®, CDFA® - Partner, Chief Financial Officer
Candice L. Tretter, CFP®, CDFA® - Partner
Luke Kuchenberg, CFP® - Partner
Angela G. Hilt, CFP® - Partner

Investors of Avenir Financial

Avenir Financial has been backed by several prominent investors over the years, including:

Avenir Financial is a privately held firm, likely owned by its partners. Information on specific external equity investors is not publicly available, which is common for wealth management partnerships.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by Avenir Financial

Discover the tools Avenir Financial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Avenir Financial Email Formats and Examples

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

News and media

Avenir Financial WebsiteApril 9, 2024

Avenir Financial Recognized by Forbes as a Best-In-State Wealth Management Team for 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

CitybizFebruary 7, 2023

Avenir Financial Named to Forbes’ Best-In-State Wealth Management Teams List

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 WebsiteJanuary 25, 2023

Candice Tretter Named Partner at Avenir Financial

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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