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About Avodah Wealth

Who We AreA Family-Owned Firm
Built On Faithful Stewardship.

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.

Why Avodah Wealth?We Are Avodah. Service is in Our Name.


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

Meet the teamThe People behind avodah.

Our mission is to guide clients in faithful financial stewardship, helping them navigate wealth with wisdom, cultivate generosity, and build a legacy for generations to come.

Philip Piedt

Philip Piedt, CFP®, CKA®, RICP®

Managing Principal

(954) 352-0374

philip@avodahadvisors.com

Philip is the Managing Principal and Wealth Planner at Avodah Wealth Advisors, an independent wealth management firm based in Pompano Beach, FL. Avodah Wealth provides holistic financial planning and investment management services...
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Megan Piedt

Megan Piedt

Operations Manager

(954) 904-4042

megan@avodahadvisors.com

Megan is the operations manager for Avodah Wealth where she oversees the onboarding process for new clients and services existing clients with account-related needs. Her extensive background in human resources and software consulting...
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A team approach adds perspective, so we work closely with your other professionals for a collaborative and cohesive strategy — with your objectives in mind.

Have a Question?Let's Connect.

Reach out for a complimentary, introductory call — we'd love to see how we might help with your financial journey.

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