What Are Your Financial Goals?    How Can a Financial Advisor Help?

At Aventus Advisors, our clients receive personalized attention and advice from a credentialed and experienced financial advisor who takes the time to learn about each individual’s financial and life goals. As a fee-only investment advisors, we always put our clients’ interests first.  Our extensive global financial market experience is focused on growing our clients’ assets, while also focusing on protecting those assets through thoughtful risk management.  For our business owner clients, our expertise in retirement plans and business advisory makes us a unique financial advisor in the Cornelius, Lake Norman, Naples, and Lake Winnipesaukee communities.


Pursuing My Dreams

Wealth Management Solutions

Our holistic approach to wealth management starts with understanding your needs, goals, and objectives.

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Prepairing For Retirement

Company Retirement Plan Solutions

Let us provided you with guidance on setting up or improving your business retirement plan programs for your employees.

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Growing My Business

Business
Advisory
Solutions

Business owners can work towards their strategic objectives through the differentiated, value-added advice we provide.

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Leaving a Legacy

Aventus Wealth Management System

The Aventus Wealth Management System will provide you with a clearer picture of your current financial condition.

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Why Choose Aventus Investment Advisors

Experience. Service. Integrity. Aventus Investment Advisors' combination of wealth management, international investing, and business advisory experience is unmatched in the Cornelius, the Lake Norman, and Charlotte areas.

Will Your Current Financial Plan Get You to Your Final Destination?

Request your complimentary portfolio review to know if you are achieving your goals.

Request Complimentary Portfolio Review

Is your current company retirement plan the best fit for your organization?

Aventus Advisors can can help you find the best retirement plan for your business.

Request Complimentary Business Retirement Account Review