About The Avenue Wealth Management

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,

"How can we simplify the lives of others?"‍

Our Core Values

Simplify Lives

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.

Earn Trust

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.

Absolute Transparency

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.

Promote Education

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.


Our History

Company Was Established

Joe Taylor and Bill Schroth begin their partnership as an advisory team.

Dominy Joins

Kip Dominy joins Joe and Bill as a junior advisor, and becomes a partner soon after

Wachovia Securities

Joe, Bill and Kip make the move to Wachovia Securities Financial Network as Independent Advisors for the first time.

Raymond James

The firm partners with Raymond James as Independent Advisors.

Kelly Joins

Bruce Kelly joins the Avenue Watkinsville as an Investment advisor representative

Sisson Joins

Jon Sisson joins the Avenue Watkinsville as an investment advisor representative.

Dunham joins

Kirk Dunham joins the Avenue Watkinsville as an investment advisor representative.

Rome Office Opens

Avenue Rome Office opened and lead by John Bishop

Malone & Whitaker Join

Michael Malone and Todd Whitaker join the Avenue as investment advisor representatives.

Greensboro Office Opens

Avenue Greensboro Office opens at Lake Oconee

Avenue Mars Hill

Avenue Mars Hill opens, led by Jeremy Hobbs, Andy Flippen and Jonathan House

Perno Burns

Lou Perno and Michael Burns join the Avenue as Perno Burns Advisory Group

Avenue Memphis

Avenue Memphis opens, led by Leanne Scull

Align Atlanta

Kimberly Evans opens Align Wealth as an Avenue office in Atlanta

Lilliston Joins

David Lilliston joins the Avenue Watkinsville as an Investment advisor representative

Davis and Houchin

Lee Davis and Cody Houchin both join the Avenue Watkinsville as Investment Advisor Representatives

The Avenue Leadership