We Walk The Path With You

TRUSTED WEALTH MANAGEMENT IN ATHENS, GEORGIA.

Why Choose The Avenue Wealth Management?

Our experienced advisors offer personalized attention to understanding your needs and financial goals. Our collaborative team utilizes an extensive network of professionals to make informed financial decisions.

Learn More About Our Advisors

Wealth Management for Individuals

Careful, long-range planning and thoughtfully considered goals.

Business Finances

From pensions and cash flow services to 401(k) plans, acquisitions, and restructurings.

Wealth Transfers

Trusted advice and guidance for the financial legacy you leave for the next generation.

Our Wealth Management Leadership

Joe Taylor bio image
Joe Taylor

Senior Investment Advisor Representative, RJFS

Managing Director / Partner

Bill Schroth bio image
Bill Schroth

Senior Investment Advisor Representative, RJFS

Managing Partner

Kip Dominy Senior investment Advisor In Athens
Kip Dominy

Senior Investment Advisor Representative, RJFS

Chief Strategist / Partner

Mike Carbajal bio image
Mike Carbajal

Registered Principal, RJFS

Director of Operations and Compliance

Positioned To Put Your Needs Above All

The Avenue Wealth Management Group has the resources and benefits of a large company with all the personalized care and attention of a boutique financial firm. Creating strong relationships and utilizing investing insights are key in helping you achieve your future goals.

Working For You Every Step of the Way.

Are you ready? Let’s uncover the possibility of working together.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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