Broker Check

Who We Are

At AWA Investment Advisors, we formed our firm with the desire to help individuals, families, executives, and business owners develop personalized financial strategies that can grow with them over the years. With over 125 years of combined experience in the financial services industry, this passion has never wavered. Above all, we are dedicated to serving our clients first, last, and always.

Over the years, we’ve witnessed a shift in the industry. Rather than focusing on a client’s personal needs, many firms are more concerned with making sales or fitting clients into cookie-cutter strategies. However, no two people are the same. We believe your financial and investment strategies should reflect your unique situation and individual goals.

As an independent firm, we offer personalized service and develop strategies based on your specific needs. With the support of LPL Financial, the largest independent broker-dealer in the nation*, our advisors have access to a wide range of investment strategies and products, up-to-date research, resources, and tools.

We strive to address your needs in a transparent and practical manner. We take the time to get to know you on a personal level with the goal of building long-lasting relationships. We invite you to reach out to us and learn more about how working with us can benefit your family for generations to come.

No strategy assures success or protects against loss.

* As reported in Financial Planning magazine 1996-2017, based on total revenues.