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Independent Ideas. Experienced Advice. Confidence.

Partnership

We build relationships based on trust and integrate strategies to meet specific needs.

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Process

The goal of our active management process is to provide consistency and improve the performance of our portfolio management.

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Vision

Pursue your goals through lasting relationships and confidence.

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Understanding Avery Wealth Management

Welcome, we are Avery Wealth Management, a wealth management practice in Maryville, TN. We understand that it is difficult to achieve success if you don’t have the map to get there. Our objective is to help you pursue your goals. We accomplish this by building relationships based on trust, and engaging clients in collaborative, in depth discussions to clearly identify strategies that seek to achieve their goals in all market environments. Whether your goal is to grow and protect your assets for retirement, save for college, or leave a legacy for your family, our vision is to accomplish this through long-lasting relationships and peace of mind.

1020 William Blount Drive • Maryville, TN 37801

Phone (865) 233-3386 • mitch.avery@lpl.com

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Where Will Your Retirement Money Come From?

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How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

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How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Taking your Social Security benefits at the right time may help maximize your benefit.

Retiring the 4% Rule

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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