About Us
Moving forward with confidence starts with the right financial strategy, and at Avanti Wealth Management®, your future is our top priority. Here, you’re more than a client—you're a trusted friend and valued partner. You deserve to partner with a team that’s open, welcoming, and transparent, and we wouldn't have it any other way.
Putting Your Wealth First—Since 1987
Since 1987, clients have turned to Avanti Wealth Management for a way forward in their financial planning. Our experienced team is wholeheartedly dedicated to making a difference in our clients’ lives with a range of financial services that always has their best interests in mind.
Founded by Joe and Leisa Bilello, Avanti Wealth Management has grown in both size and scope since our humble beginnings, as our team has continued learning new aspects of the industry and expanding our services, but our focus has always remained on helping people. That focus led us to truly holistic financial planning, because we know how crucial it is for providing clients with a path to a confident retirement.
No matter if it’s financial planning, tax management, asset management, protection planning, or legacy planning, you can trust you and your family are covered.
Staying Grounded, Moving Forward—The Avanti Difference
You deserve a financial partner you can trust for life—one that provides clarity, confidence, and a plan tailored to your goals. At Avanti Wealth Management, our holistic approach to financial planning creates a unique and flexible framework to grow and protect your wealth, tailored to adapt to life’s many transitions and build your foundation for a secure retirement.
Through our affiliation with Prosperity Capital Advisors, an institution with a nationwide network of financial thought leaders and resources, clients gain access to the benefits that come with that strong support. Our belief is that true success isn’t just about investments or products—it comes from building genuine, lasting relationships and putting people first. That commitment is at the heart of everything Avanti Wealth Management stands for.
Get to know Our Team
"As a client, you'll benefit from our commitment to your success that drives us. That means you get accredited advisors and support staff always ready to go the extra mile to help prepare you for each stage of life. Whether you’re planning for retirement, growing your wealth, or protecting your legacy, our multidisciplinary team will help you confidently move forward." ~Joe and Leisa Bilello