Client Access

Managing Your
Family's Legacy.

Service is the cornerstone of our firm. It's in our name — Avodah (ah-voh-dah) — which means "work, worship, and service."

We're here to steward your capital and serve your family's financial needs so you can be confident about your plans and, ultimately, experience peace of mind.

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Our OfferingYour Money.
Our Know-How.

When was the last time you had an honest conversation about your money, life, and values? If it's been a while — or never — it may be time to seek trusted counsel rooted in biblical stewardship.

Whether you're decades from financial independence or navigating the retirement "red zone," we're here to provide insight and perspective — helping you make wise financial decisions that reflect your principles and support your long-term success.

Financial
Planning

Goal-setting, cash flow analysis, & probability-based modeling using planning technology to see where you're on/off track & provide trade-offs.

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Portfolio
Management

Create low-cost, risk-appropriate portfolios utilizing asset allocation & location for target rate of returns needed for best outcomes.

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Distribution
Strategies

It's not what you make, but what you keep that counts! 

We design dynamic draw-down strategies to minimize taxes so more money stays in your pocket.

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Charitable
Planning

Giving techniques are essential for maximizing your impact and legacy to the causes your family is most passionate about.

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Who We Serve

We partner with retirement-income focused and philanthropic families who value generosity, legacy, and the accountability needed to steward their resources and family goals with wisdom and purpose.

Retirees

  Helping convert a lifetime of savings into a sustainable retirement income plan designed to support your goals, lifestyle, and legacy.

Small business owners

  Coordinating business and personal planning to help entrepreneurs make informed decisions, minimize complexity, and build lasting wealth.

PHILANTHROPISTs

Helping generous families multiply their charitable footprint through thoughtful giving strategies aligned with their values and purpose.

Multi-Generation Families

  Guiding meaningful conversations around legacy, inheritance, stewardship, and the transfer of family wealth across generations.

Our Approach

Holistic

We don't propose strategies until we've done a thorough analysis of your entire financial life, so you can make educated decisions.

Transparent

We are an independent, fee-only firm and receive zero commissions. We're compensated only by you; whether through flat fees or percentage of assets managed. All client accounts are held at independent custodian,  Fidelity Investments.

Fiduciary

We place the financial interests of our clients ahead of our own with the intent to serve, rather than sell, with every interaction.

Our ProcessAs Simple As
One, Two, Three.


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Step 1Discovery

Every well-crafted financial plan starts with you!

We take the time to understand who you are—your values, goals, and priorities. Through this deep dive, we assess what you've accomplished so far and clarify what you’re striving to achieve with your life and money. This foundational step ensures that your financial strategy is built around what truly matters to you.

Step 2Analysis

We take a comprehensive inventory of your financial life, evaluating all the quantitative data you’ve shared in relation to your goals.

By leveraging advanced technology, we ensure an efficient and seamless process, allowing us to gain a holistic view of your finances. The deeper our understanding, the more precise and tailored our recommendations will be—helping craft a financial plan that truly aligns with your vision. 

Step 3Strategy

We outline detailed action steps to move forward with confidence.

We activate strategies internally or recommend professionals we closely collaborate with to aid in implementation.

We'll hold you accountable to your goals, monitor your progress & adapt the plan with life's inevitable transitions. 

Meet the FamilyA Family-owned firm
Rooted in stewardship.

Avodah Wealth is a family-owned firm based in Pompano Beach, FL, built on the belief that money is both personal and sacred. Rooted in biblical stewardship, we view financial advising as more than managing wealth — it's about aligning financial goals with values, empowering clients to make wise decisions and confidently plan for their future.

"We exist to help align your money with your values, so you can live a life full of abundance."

Philip Piedt, CFP®, CKA®, RICP®

Managing Principal | Wealth Planner

Credentials & AffiliationsHeld to a higher standard of fiduciary care.

Our Process
Our History
Our Values
Our Resources
Our Process
Our History
Our Values

How Can We Serve You?Let's Start a Conversation.

We understand that not everyone's financial picture looks the same. That's why we offer a complimentary, introductory call to see if we're a good fit for each other and how we might help with your financial journey.

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