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Where do you want to go? Avery Financial Services can help you get there!

Welcome to Avery Financial Services (AFS), where we strive to provide,“Financial Services with Excellence.”   We are an independent firm and have years of successful experience helping clients with their financial planning and retirement needs.  We strongly believe in educating our clients, to assist them in finding the solutions to live the lifestyle they desire.  AFS believes that you should feel comfortable with your Advisor and the plans you put in place.  By working together, we help you build the retirement you work so hard to deserve.

Our services can help you whether you're new to financial planning, nearing retirement, or in retirement.  We serve a diverse clientele which includes newlyweds, divorce, inheritance, retirement, business financial planning, having children, losing a spouse; or those that simply decide “not to do it themselves” anymore.  Achieving your goals and dreams, is not too big for AFS. We tack a personal approach with each client and take the time to understand your unique situation.  We treat each client respectfully, no matter where you are in your financial life.

We welcome you to contact our office to learn more about the AFS Experience.

Words of Wisdom

You want to learn from experience, but you want yo learn from other people's experience when you can.

Warren Buffett

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions. 

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Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Infinite Resources

Want to learn more about retirement, social security, or estate strategies? 

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The benefits of working with third-party investment managers

Diana Avery is the founder of Avery Financial Services, located in Atlanta, Georgia, and is an investment advisor representative of USA Financial Securities Corp. She says that using managed accounts and the services of third-party investment managers “provides several benefits for our firm and our clients,” including the following:

  • Sophisticated, rules-based investment strategies based on proprietary models.
  • Strategies and options for portfolio allocations that can emphasize strong diversification and risk management.
  • The ability to take advantage of tactical or active portfolio strategies that can respond in real time to different market conditions.
  • The ability to modify a client’s portfolio allocations if objectives or life circumstances change.
  • A variety of portfolio options that are appropriate for clients across many different risk profiles.
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Our goals are your goals

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

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Welcome to the family

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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