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 icon Are a long-term thinker who places value in the need for professional guidance and advice.

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

icon of graphs Understand 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.

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®

Planner

Read Bio

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 Wealth 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®

Planner

Read Bio

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:

Fiduciaries

Honest

Transparent

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

Loading Posts...

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 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.

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.

Have you ever been publicly disciplined for any unlawful or unethical actions in your career?

No. Learn more about the background and experience of our firm using FINRA BrokerCheck.

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 Planning

360 Central Ave, Suite 1560

St. Petersburg, FL 33701

CONTACT

teamAVID@AVIDplanning.com
(727) 228-6840

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