Avior Wealth

Wealth Management in Mercer Island, WA

Ready to talk about wealth management in Mercer Island, Washington? Avior Wealth is here to assist. Contact our team today to speak with a wealth management advisor today.

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Personalized Wealth Management in Mercer Island, WA

At Avior Wealth Management we build comprehensive, tailored financial plans for residents of Mercer Island, WA, using exceptional care and clear intention to help them achieve their long-term financial goals. Our wealth management professionals work alongside you, creating personalized financial plans that help define the authentic purpose behind your money. If your financial situation is complicated, if your current investments don’t seem connected to your actual ambitions, we can help design a complete plan based on your unique goals. This helps give your wealth more purpose in your life, while helping you better navigate an unpredictable future and support the ones you love.

Retirement Planning

Our wealth managers get to know your long-term goals before using Avior's proprietary Navigator process to design a personalized plan that leverages all of your retirement assets.

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Investment Management

Avior knows how to control risk, grow your wealth, and give your investments a purpose that matches up with the life you want to live.

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Tax Planning Strategies

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Insurance Planning

Our knowledgeable team helps business owners and individuals enhance their tax efficiencies so they can maximize the purpose of their wealth.

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Cash Flow Planning

Avior Wealth Management helps individuals, families and business leaders improve their financial momentum by showing them how to lower debt and invest in their futures at the same time.

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Estate Planning

We help ensure that your wishes, dreams and values remain intact with carefully navigated estate planning from our wealth management professionals.

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Education Planning

Avior has the insight and resources to analyze any prospective college or university and deliver the best possible cash flow planning based on your individual needs and goals.

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Business Owner Planning

With a century of collective experience, our fiduciary advisors help Nebraska business owners gain and maintain optimal value for the future and beyond.

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Meet The Avior Team

in Wealth Management // Mercer Island, WA

Lee S. Martin, CFP®

Lee is a Wealth Advisor for Avior Wealth Management.

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Individualized Financial Planning in Mercer Island, WA

The Avior Wealth team knows that caring for your wealth means more than simply managing money — it means supporting and protecting the bright future that wealth can create. Our core philosophy revolves around building each and every plan with the greatest of care, excellence and intention, designing each facet with a clear, established outcome in mind. We meet this high standard by getting to know the true meaningful purpose behind your wealth from a strategic standpoint, so we can personalize your plan according to your distinctive needs and personal objectives. You won’t find a more seasoned group of attentive fiduciary advisors in Mercer Island, WA.

At Avior, we provide a complete spectrum of wealth management services for each stage of life.

Wealth Management // Mercer Island, WA


9725 SE 36th Street, Suite 404
Mercer Island, WA 98040


Monday - Thursday | 08:00AM - 04:30PM
Friday | 08:00AM - 03:00PM
Saturday and Sunday | Closed

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