top of page
Screen Shot 2018-10-24 at 5.57.43 PM.png


Avalon was formed in 1998 to serve individuals and families who refused to settle for off-the-shelf financial products offered by large institutions. Instead, these founding clients sought a trusted partner who would clarify all aspects of their personal wealth. They wanted pioneering socially and environmentally sound investment ideas backed by diligent research. An advisor who would ask the right questions and listen to their answers. A relationship with long term alignment. They found that partner in Avalon. 


Today we manage over one billion dollars in assets for clients around the world from our offices in Santa Fe, New Mexico, the New York area, and Portland, Oregon. While the industry is shifting toward consolidation and mega-institutions, Avalon has chosen the path of independence — of ownership, of thought, of practice. 

Our comprehensive approach
enables us to craft carefully
considered solutions for each
client — a product of our
best thinking.

bottom of page