Avantia: A Family Office

At Avantia, we don’t just manage wealth—we cultivate lasting relationships through education and trust. Our mission is to empower ultra-affluent families by offering clear financial direction and personalized solutions. As trusted advisors, we lean in, educate, and enlighten, making it our priority to give families the confidence to pursue their financial goals with clarity and purpose. We are here not just to guide but to partner with you for generations to come. #WealthManagement #FinancialAdvisor #TrustedAdvisor #UltraAffluent #FamilyOffice #Avantia

Shana Tova. May this year bring better blessings to all.

🎉 Exciting news at Avantia! We're thrilled to welcome Andrew Ho to our team as our newest Financial Analyst Intern! 🎉 Andrew is a junior at the University of Washington’s Foster School of Business, majoring in Finance. His impressive background includes serving as an Analyst with the UW Investment Group and a recent Corporate Finance internship at RSM US LLP in Minneapolis. Now, Andrew is eager to dive into the wealth management needs of Ultra-High-Net-Worth Individuals and contribute to Avantia’s growth. When he’s not sharpening his financial skills, Andrew enjoys staying active with tennis and pickleball and spending quality time with family, including joining his dad on fishing trips. We’re excited to have Andrew on board and look forward to the great work he’ll do! #WelcomeToTheTeam #WealthManagement #FinanceIntern #AvantiaFamily #FutureLeaders

🌟 We're thrilled to welcome AnneMarie McQuillan to the Avantia team as our newest intern! 🌟 AnneMarie is a dedicated student at the University of Washington’s Foster School of Business, majoring in Finance. She’s excited to dive into the world of financial analysis and planning to help design comprehensive wealth management strategies for our ultra-affluent families. Outside of the office, this Pacific Northwest native can be found hiking with her dog, exploring local farmers markets, or enjoying a game of tennis. We're confident her passion and energy will be a fantastic addition to Avantia! #WelcomeToTheTeam #WealthManagement #FinanceIntern #AvantiaFamily #FutureLeaders

Exciting News! We are thrilled that Avantia has been awarded Best in the PNW for wealth management, securing the Gold (1st Place) this year! 🏆 This recognition, which you will find in your Sunday copy of the Seattle Times, is a testament to our incredible team's dedication and the trust our clients place in us every day. Last year, we proudly earned the Bronze (3rd Place), and to move up to the top spot is an incredible honor. Thank you to our amazing clients and partners for your continued support! Here's to setting new standards of excellence in the financial world. 🚀 #WealthManagement #Avantia #PNWBest #FinancialExcellence #ClientSuccess

*To Billy Howard, One Year Strong* One year today, you joined our crew,   With skills so sharp, and heart so true.   Through every task, both big and small,   You’ve stood beside us, giving your all.  For being the teammate we know we can trust,   For your hard work, dedication, and endless plus,   Thank you, Billy, for the strength you bring,   Here’s to another year of doing great things!  Happy Anniversary! 🎉 Billy Howard, #Avantia, #Wealth https://lnkd.in/gWCZETZj

**To Keaton Layman, Four Years of Excellence** For four strong years, you've led the way, With skill and focus every day. A master of tasks, a planner of wealth, You see through the numbers, moving with stealth. With balance and care, you’ve helped us amass, Guiding our path, steady and fast. Keaton, we thank you for all that you do— Avantia shines brighter because of you. Here’s to your journey, still unfolding ahead, With success and more milestones to be led! 🌟 Keaton Layman, Avantia: A Family Office, #Avantia https://lnkd.in/gPq9ai-j

We're #hiring a new Family Office Services Accounting Manager in Seattle, Washington. Apply today or share this post with your network.