Aevitas Wealth Management

The Aevitas Difference

Aevitas is a fee-only independent registered investment advisor. We concentrate in multi-generational asset management and financial planning services for individuals, families and small businesses.

The firm manages over 300 million dollars’ worth of assets and services over 200 client relationships. And those relationships mean everything to us. Because our firm isn't affiliated with any company’s products, we have the freedom and flexibility to choose from a wide variety of options—options best suited to your individual needs.

Not only that, but we educate and mentor you every step of the way. Our team offers a highly personalized approach: we get to know you, your work, your family, your passions, your dreams. This helps us help you develop a plan that will meet your financial goals.

Interested in joining the Aevitas family? We'd love to have you.