Broker Check

Time does not have to be our enemy. We can make it our ally by prioritizing our needs and desires, getting clear about our vision and focus, and ignoring the temptations to procrastinate on planning for the future. 

Request A Complimentary Consultation

Retire With Confidence

Request A Complimentary Consultation

The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.

OUR IDEAL CLIENT

The Multiplication Method

At Avery Financial Services we intend to provide 
panoramic financial planning in an approachable and relaxed environment 
to clients who value our advice and are striving to understand what their money means to them.

With a personable and easy to understand voice, we help our clients feel excited about their future and provide
them clarity of purpose through a process called the Multiplication Method.

Our Approach

An Enlightened Philosophy

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more

A Planning Strategy

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Our Proprietary Process

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more

"I went to my mailbox today and WOW! I did not imagine what the wonderful package contained but I knew if it had your name on it, it was going to be something good. I don't care what you send via email, text, phone call or package, it's always good and needed.

Oh, Diana, you are the best and I hope, actually, I KNOW that God's blessings are with you. Thank you does not say or show enough of what I wish for you. But at this moment, I have to just tell you that your kindness, your thoughtfulness, your professionalism and most of all your friendship means more to me than I could ever convey. The Lord knows and your rewards will come in abundance as I keep you in my heart and prayers. In this season of advent, the Lord is truly with us. You are evidently an angel on earth. Thank you for all you and your staff do!"

-Marshette Northern, client

Why Choose a CFP?

Why Choose a CFP?

A Certified Financial Planner (CFP) is a professional who is trained and certified to provide financial advice and guidance to clients. They have completed extensive education and training in financial planning, including investments, insurance, taxes, retirement planning, and estate planning. CFPs are required to adhere to strict ethical and professional standards and must pass a rigorous certification exam to obtain their designation. They work with clients to develop personalized financial plans and help them pursue their financial goals.

Contact Diana

Thank you!
Oops!