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Averett Financial coaches clients to set and pursue holistic financial goals.

We believe in goals-based planning and we believe in relationships.  We also believe all parts of a person's life matters when making financial goals -- today's circumstances, future dreams, family, career, recreation, etc.  This is why we start by getting to know you and understanding what's important to you.  We set goals together and then help you lay out a plan to achieve those goals.  As life changes, your goals will likely change too.  Because we believe in relationships, we want to know about those changes so your financial plan can evolve too.


Money can be a tremendous source of stress and heartache in our lives.  It can also be a tremendous blessing if managed properly.  Whether you have significant assets to manage or you are beginning to realize your financial affairs could use some attention, we have the tools, education, and background to provide services that fit your needs.


Averett Financial provides holistic financial advice to individuals, families, and small businesses.

Services include:

  • Financial planning
  • Budget coaching
  • Tax
  • Financial analysis & consulting
  • Accounting special projects
  • Bookkeeping

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.