Avena Impact Wealth Advisors

At Avena Impact Wealth Advisors, we believe wealth should do more than grow—it should unlock meaningful impact. 

We guide individuals and couples through complex retirement decisions, tax-smart planning, investing, and legacy strategy. Instead of focusing only on accumulation, we help you practice purposeful stewardship—aligning your money with your values and long-term goals. 

With expertise in tax mitigation, impact investing, and integrated planning, we uncover opportunities you may be missing and help you deploy resources with intention. “Avena” means oats—a humble grain that nourishes generations—reflecting our aim to cultivate wisdom, resilience, and lasting influence.

Ready to turn complexity into clarity? Let’s explore what’s possible.

Avena Impact Wealth Advisors offers planning and investment advisory services through Arete Wealth Advisors LLC, an SEC-registered investment adviser.