When contemplating our goals and values, we realized a mission statement wasn't reflective of our company. We pride ourselves in always putting people first, which is why we found a mission question to be more appropriate. At the beginning of each day at The Avenue we ask ourselves,
We firmly believe that everything we do should reflect our fundamental goal of simplifying lives. We use this principle as a guide for finding new team members as well as serving our clients.
At The Avenue, we see each client interaction as an opportunity to build trust. When guiding clients towards their financial goals, trust is paramount in staying the course.
Transparency is something that often times seems to be lacking in the financial services industry. We feel that making sure our clients understand our actions and thought processes are key to keeping with their financial plan.
When it comes to investing we feel that it is important that clients understand what they are investing in. We aim to help our clients understand their investments and make sense of the markets to keep them engaged.
Joe Taylor and Bill Schroth begin their partnership as an advisory team.
Kip Dominy joins Joe and Bill as a junior advisor, and becomes a partner soon after
Joe, Bill and Kip make the move to Wachovia Securities Financial Network as Independent Advisors for the first time.
The firm partners with Raymond James as Independent Advisors.
Bruce Kelly joins the Avenue Watkinsville as an Investment advisor representative
Jon Sisson joins the Avenue Watkinsville as an investment advisor representative.
Kirk Dunham joins the Avenue Watkinsville as an investment advisor representative.
Avenue Rome Office opened and lead by John Bishop
Michael Malone and Todd Whitaker join the Avenue as investment advisor representatives.
Avenue Greensboro Office opens at Lake Oconee
Avenue Mars Hill opens, led by Jeremy Hobbs, Andy Flippen and Jonathan House
Lou Perno and Michael Burns join the Avenue as Perno Burns Advisory Group
Avenue Memphis opens, led by Leanne Scull
Kimberly Evans opens Align Wealth as an Avenue office in Atlanta
David Lilliston joins the Avenue Watkinsville as an Investment advisor representative
Lee Davis and Cody Houchin both join the Avenue Watkinsville as Investment Advisor Representatives