Founder & CEO
AV Financial Trust Company, founded in 2010, is a boutique real estate investment and financial services trust headquartered in New York, NY. In addition to our other more traditional real estate investing activities, AV Financial has developed a specialized niche in acquiring and managing portfolios of property tax liens, and special assessments through trust fund development. We take a long-term view of investing but are proactive in capitalizing on appropriate short-term opportunities as we discover them. While we are disciplined in our approach, we are flexible and individualized in our thinking. We help our clients, from all levels of income and every stage of life take control of their financial futures and business needs. We realize that proactive and experienced analyst is needed in a world of economic uncertainty to navigate capital market trends, generational wealth strategies, and favorable customer retention policies in order to offer a pathway toward economic security. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset.
In an overcrowded marketplace, we believe AV Financial "gets the job done" in terms of the way we tie together all of the key aspects of wealth management. We take a holistic view—versus a transactional view—of our clients' overall financial picture.We instill integrity, honesty, and ethics into everything we do, from offering advice to selecting investments. With our purpose and values leading us, we’ve grown from workshops in local bookstores all over the country to a leading investment services trust company; the #1 trustee for independent property tax lien investors. We bring smart solutions, alliances and years of experience to every interaction. Our management team has significant experience in trust compliance, real estate, asset management, technology and business operations. We simplify clients' lives to give them peace of mind. We also guide our clients as they envision and implement their legacy, one that goes "beyond money" and lasts for generations.
We truly believe we have a unique financial service offering based on transparency, objectivity, and performance, and we commit to earning your trust every day. Our experienced professionals across the United States welcome the opportunity to further introduce AV Financial and to get to know you. We know what questions to ask and how to navigate and simplify the complexities of wealth and financial desires. AV Financial is here to help you today.