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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 financial planning firm and have years of experience helping clients plan and build their retirement and future.    It is possible to achieve financial independence and we strive to help you do just that.  Wealth, is more than money.  To AFS it encompasses a holistic approach to Financial Planning.  We start with discovering your "why" for your financial plan. 

While AFS strives to empower those who are "serious" about building wealth, we are uniquely poised to serve those who are employed in Education; both public and private schools and universities.  Our knowledge of working with Teacher Retirement Systems pensions and years of experience working in the defined benefits 403(b), 401a and 401K markets, allows us to understand how best to incorporate your pension and savings.  We are also fluent with the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) and how it affects on social security income.

AFS also specializes in working with the "busy" female executive and entrepreneur.  Let us help and you take more time to spend with your family.

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

Our Process

Our Process

We start by getting to know you.  

What makes you happy?

What is your relationship with money?

What do you want your money to do for you?

By helping you to "dig deep" to understand what really moves you, we can then start you on the right course to getting theresee "where you are -- and where we need to go from there. 

We welcome you to Contact our office at 678-595-4835 to experience the AFS difference.

Shared Values

Shared Values

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

Infinite Resources

Infinite Resources

Want to learn more about retirement, social security, tax efficiency, or legacy strategies? 

Words of Wisdom

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

Warren Buffett

The benefits of working with third-party investment managers

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.
Our goals are your goals

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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