Client Access

Why Avodah?

We Are Avodah. Service is in Our Name.


We are an independent wealth management firm committed to holistic financial planning and capital stewardship. As a fiduciary, we uphold the highest standards, always acting in our clients' best interest. Through trusted counsel and strategic perspective, we empower you to make wise financial decisions, steward resources faithfully, and align wealth with your values and long-term goals. 



Personalization

No one strategy fits everyone, which is why every client gets undivided attention—from planning to implementation to follow-up and on-going communication.

Proactive

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using advanced planning software to make educated decisions and track your financial progress. Click here to begin our process. 

Resources

We leverage the support of independent, Registered Investment Advisory Firm, Kovack Advisors, Inc. and one of the world's largest clearing and custodial firms, Fidelity Investments, for research, trading and technology infrastructure to effectively steward your capital. 

Fidelity Investments® ("Fidelity") is an independent company, unaffiliated with  Avodah Wealth Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1195593.1.0

Have a Question?

Connect with us

Suggested Content

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Learn More
Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
Learn More
Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Learn More