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Your Money. Personalized.

We create personalized financial plans for Gen X/Y families
in St. Petersburg, Florida, and beyond
leveraging our Purpose-Driven Money System™.

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

About AVID Planning

At AVID Planning, we believe in providing you with a system for your money that digs deeper than your average financial plan. Our team views money as a tool to help you achieve a lifestyle that brings you joy – whatever that looks like in your own unique view.

Through meaningful relationships with our clients, we help them to implement the Purpose Driven Money System™ into their lives by uncovering what matters most to them and helping them to put a data-driven system in place to organize their financial life. 

Get to Know the AVID Team

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 Planning with a passion for people and getting to know them beyond their wealth.

Schedule your fit call





David Harpool, AAMS® Photo

David Harpool, AAMS®

Planner
Read Bio

Hey, I’m David Harpool.

I co-founded AVID Financial Planning in 2013 alongside Jack Arnold to help families create a financial plan that prioritized what’s actually important to them – not to a big-box financial firm with a sole focus on retirement.

Tell me about your education and how long you have been in your field?

I am a proud alum of the University of Akron, ‘99 – Go Zips!, and started in the financial services industry in 2000. I have been working with clients since 2007.

What are you most passionate about professionally? Personally?

Professionally, I love connecting with people on a deep level. Being a financial life planner allows me to truly understand my clients core values and their deepest aspirations. It’s not by chance that the True money Process encourages such a relationship.

Personally, I’m trying to be the best husband and father possible. I feel blessed to have such a wonderful relationship with my wife and our children. I just want to raise them to be the best humans they possibly can be - judging no one, accepting others for who they are, and loving life no matter what happens. No pressure!

Finish this sentence. On Saturday mornings, you can usually find me…

Outside! I enjoy my yard and taking care of it. I will try to grill anything you give me on my old school, charcoal smoker and love being creative with projects too. I’m often ridiculed for the need to be within 1/18 th of an inch from perfection. What can I say, your pictures will always be straight! (It’s no coincidence I am the Chief Compliance Officer at AVID)

Outside of your amazing co-workers, who do you spend your time with?

I love spending time with my wife, Melissa (we met in Sturgis 2007), and our children, Clayton (6) and Lucilia (4). They too love the outdoors, and we often find ourselves at the beach, a brewery, kayaking, playing soccer (COYR!), or anywhere the sunshine will hit us!

Who is the Greatest Of All Time (GOAT)? LeBron or Jordan?

Despite being born in the birthplace of LeBron James and watching him develop into an amazing player, I vote Jordan. I idolized him as a young b-ball player and will never forget “The Shot” where he defeated the Cleveland Cavs with a buzzer beater at the foul line.

Jack Arnold, CFP®  Photo

Jack Arnold, CFP®

Planner
Read Bio

Hi, I’m Jack Arnold

I co-founded AVID Financial Planning in 2013 with one goal – to help families find their best path toward a life free of financial anxiety.

Tell me about your education and how long you have been in your field?

I graduated from Florida State University in 2003 with a B.S. in Economics, and have been in the investment/financial advising field since the beginning of my career. 

What are you most passionate about professionally? Personally?

Professionally, I am most passionate about helping people design a financial life that allows them to achieve and do the things that are most important to them. Many times it’s hard for people to even articulate what is most important, or what their values are, and playing a role in helping figure that out is fun too. 

Personally, I am most passionate about learning more and getting the most out of my ability, and generally being “less dumb” as time goes on. It will certainly be a life long pursuit, and I don’t know that I will ever squeeze every last bit of what is possible out of myself, or every bit of dumb, but I am committed to trying. 

Finish this sentence. On Saturday mornings, you can usually find me…

Either at the gym or on a long walk with my wife and then going to St Pete Bagel to undo all the effort that we just put in. 

Outside of your amazing co-workers, who do you spend your time with?

I spend most of my time outside of work with my wife, Jessica. My daughter, Alexandra, is away at college right now.   Otherwise, it would be her too. Actually, now that we have been working from home so much I probably spend most of my time with the cat and dog, Remy and Libby. 

Who is the Greatest Of All Time (GOAT)?  LeBron or Jordan?

What a silly question. Lebron obviously. Athletes are bigger, stronger, and faster than ever before so how could you not say the guy that is dominating right now? Jordan has better sneakers though, I’ll give him that. He’s a better gambler too. 

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

Free Resources

At AVID Financial Planning, we believe that your financial life should be focused on building inevitable True money™. In other words, your finances should be holistically geared toward your unique goals and interests so that you can feel truly fulfilled by your financial decisions. If you’re ready to tackle your finances by first putting a cash flow system in place, we have a free masterclass for you!

Click the button below to register.

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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. Jack graduated from Florida State University with a degree in economics and is also a CERTIFIED FINANCIAL PLANNER™ professional. We have each spent 10-15+ years in the financial planning industry, and founded AVID Financial Planning in 2013.

Are you a fiduciary?

Yes, we are a fiduciary financial planning firm. We have a legal obligation to put our clients’ best interests above our own.

What is the Purpose Driven Money System™?

Our Purpose Driven Money System™ focuses on empowering our clients to set their goals and priorities, and reverse engineer a completely unique financial strategy that moves them towards the things that matter most to them. We want our clients to view their money as a tool that brings them closer to their purpose, and the lifestyle they want.

Are you fee-only?

We are a fee-only financial planning firm. We are exclusively compensated by our clients, and do not earn any incentives from selling financial products or giving specific financial advice. We believe in this model because it puts us all on the same team. When our clients are the only ones paying for advice, they can trust that we have their best interest at heart. When our clients win, we win.


What services do you offer?

We offer comprehensive financial planning and investment management services.

Who do you work with?

Our clients are Gen X/Millennial, or Gen Y families. They often have one or more children, and are feeling burdened by the amount of financial decisions they’re currently facing. They have something pressing weighing down on them (a big move, college savings, stock options that are vesting) that is currently bringing their financial life into focus, and they want to start making intentional decisions about their money – not continue to live in a state of anxiety or financial fear.


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

CONTACT

teamAVID@AVIDplanning.com
(727) 228-6840

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