Peter Avonda,

If you ask Peter what gives him the most professional satisfaction, he’ll tell you it’s providing personalized financial planning and privately managed investing services that enable clients to look toward the future with confidence. We like to think clients have had the benefit of Peter doing just that for more than two decades.

Like many financial advisors, Peter did not begin his career in the investment business. He earned a Bachelor of Science degree in Business Administration from York College of Pennsylvania in 1992, and successfully managed large and small businesses. It wasn’t until he created and operated his own business for several years that he developed the desire to assist individuals in planning for their financial futures. So, in 2002, Peter entered the financial services industry.

Today, Peter focuses on providing responsive, attentive, personalized private portfolio management for individuals, trusts, and family partnerships. His professional credentials include those of Certified Financial Planner™ professional, Chartered Financial Consultant^®, Chartered Retirement Planning Counselor™, and Retirement Income Certified Professional™. Peter is also a member of the Financial Planning Association (FPA), the Estate Planning Council of Martin County, and the Investment Management Consultants Association (IMCA).

Peter was born and raised in Westchester, New York and settled along Florida’s Treasure Coast in 2002. He resides in Jupiter, Florida with his wife, Diane, and their two children. Peter enjoys R/C airplane building and flying, classic car restoration, and gardening. Peter philanthropically supports community organizations such as American Humane, Big Brothers/Big Sisters of Martin County, Busch Wildlife Sanctuary, Cancer Alliance Help & Hope, Care Net, Covenant Rescue Group, Dogs & Cats Forever, Domino’s Cat Rescue League, Furry Friends of Jupiter, Hobe Sound Early Learning Center, Operation 300, The Panther Ridge Conservation Center, and the Pipe Hitter Foundation.