Kevin Fix is a Wealth Advisor and Owner at Avior Wealth Management.
Kevin is a Wealth Advisor and Owner at Avior Wealth Management. He is a Certified Financial Planner professional and a licensed CPA in the state of Ohio. Kevin began his career as an auditor in the Chicago office of Arthur Andersen & Co. and spent more than 15 years in company financial management, primarily in the telecommunications industry. He works extensively with corporate executives and senior managers, helping them navigate the complexities of stock awards and deferred compensation plans as tax-efficiently as possible. Kevin also enjoys working with business owners on company retirement plans, succession planning and wealth transfer strategies.
Kevin earned Bachelor’s degrees in Accounting and International Studies from Miami University, and an MBA from the University of Chicago Booth School of Business, concentrating in Finance and Economics. He is a member of the American Institute of CPAs and the Financial Planning Association of Central Ohio.
Kevin lives in Columbus with his wife Amy and has three grown children, all currently living in Chicago. He is a member of the Upper Arlington Public Library board of trustees and the vestry of Saint Mark’s Episcopal Church, and has served in board roles for various other business and civic organizations in central Ohio. Away from the office, Kevin enjoys spending time with family and friends, volunteering in the community and travelling with Amy and the kids.