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Providing a Moment of Clarity
As You Plan for the Road Ahead

Financial Planning & Wealth Management Solutions

For St. Petersburg and Tampa Bay, Florida

If you are like most people, it's hard to find time in your busy, day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances. Most
individuals and couples find themselves juggling many different needs and wants and have
difficulty identifying their priorities.

AVID Planning uses a unique process that guides individuals and
couples in exploring and gaining clarity on many aspects of their lives.

As Our Client, You…

thought lightbulb iconAre a long-term thinker who places value in the need for professional guidance and advice.

target mountain iconRealize that money is not the ultimate goal but is a tool to achieve what is important to you.

icon of graphsUnderstand that your financial decisions impact other facets of your life.

That’s Where We Come In

You don’t believe in deferring your life until retirement but you do understand the importance of saving and investing.

Building Wealth
Through Meaningful Relationships

One of the #1 reasons people fall down when it comes to their personal finances is because they aren’t in alignment with their values. 

The solution is simple – you need a personal money system that’s built on your values, not someone else’s. 

The Purpose Driven Money System™ aims to pave your path to financial success by:

  • Creating clarity around your personal values

  • Building a meaningful way to track results based on your goals 

  • Offering action items that align with your unique schedule

  • Collaborating with a support team who is committed to your success

And the best part? The Purpose Driven Money System™ is adaptable based on changes in your life. It’s built to grow and change with you.

Our goal is to help you build a custom financial system that takes the guesswork out of your money management. We see our clients find fulfillment in their financial lives because their decisions are rooted in their big-picture goals – not arbitrary “money rules” set up by an impersonal financial plan.

Build Inevitable Wealth & Independence
And Focus on the Goals You Have Now

Established in 2013, we utilize a team-based approach to address your needs. Each of us spent plenty of time selling for big named companies and came to realize their focus was not in line with ours. So we came together to build AVID with a passion for people and getting to know them beyond their wealth. 

With a variety of perspectives and personalities on your side, you can expect to receive objective recommendations that match your interests. Only you know what’s best for you, which is why we will work together to uncover your goals and work collaboratively to achieve them. 

Why AVID Advisory & Investment Group?

Because We Are:

star iconFiduciaries

smiling face iconHonest

person iconTransparent

There are no silver bullets to creating wealth, but there are proven ways to build inevitable wealth over time. As wealth builders, not just managers, we’re focused on providing value and direction to help you align your goals and achieve financial success.

Schedule your fit call

Insights & Understanding

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Frequently Asked Questions

What are your qualifications and credentials?

David graduated from the University of Akron with a degree in finance and holds the Accredited Asset Management Specialist designation. Kevin graduated from the University of Tennessee with a degree in psychology and is a CERTIFIED FINANCIAL PLANNER™  professional. Jack graduated from Florida State University with a degree in economics and is also a CERTIFIED FINANCIAL PLANNER™  professional.

What experience do you have?

We each have 10-15 or more years of experience working with clients. Check out more about us here. 

What services do you offer?

The scope of our services ranges from financial life planning to investment management. 

What is your approach to financial planning?

We use a discovery process to help you gain clarity of your priorities and aspirations. We’ll then collaborate with you to create a tailored implementation plan. 

What types of clients do you typically work with?

Our clients include:

  • Gen X and Gen Y individuals that are looking to make the most of their current income and build long-term wealth for their futures.
  • Like-minded people focused on improving their personal lives and financial futures by creating smart money habits
Will you be the only advisor working with me?

AVID uses a team approach to working with clients. You will have a lead advisor, as well as a support advisor and our Everything Coordinator, Madia, to assist you. 

How will I pay for your services?

We charge an initial fee for our service, which can be paid by eCheck, credit or debit card. Investment management fees are charged at the household level, quarterly and in advance.

Do others stand to gain from the financial advice you offer?

We are not paid by anyone other than our clients. We do have relationships with other trusted professionals, but there is no compensation exchanged other than the occasional discount on services for our clients. 

I don’t have a lot of money to invest. Can you still help me?

Yes! We specialize in working with successful Gen X and Gen Y professionals to build long-term wealth. 

Have Additional Questions?

Contact Us

Proudly Serving

St. Petersburg, Florida
And the Greater Tampa Bay Area

Let’s Connect

Located in St. Petersburg, we enjoy working with our clients in person but we’re happy to meet with you over the phone or virtually depending on your needs and preference. To get started, schedule a 15 minute "Fit Call" today.

Schedule Your fit call

AVID Advisory and Investment Group

360 Central Ave, Suite 1410

St. Petersburg, FL 33701


(727) 228-6840

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