Well-planned wealth means life well-lived.

We work with our clients to develop personalized financial plans and solutions to help them achieve their goals and move forward with clarity, continuity and confidence.

Clarity

We provide focused, clear-eyed financial planning, advice and counsel, helping you to understand your options and empowering you to make decisions.

Continuity

We are with you for the long haul. We are a family business and value long term relationships with clients and their families, often over generations.

Confidence

Our clients trust in the lasting value derived from our planning, implementation, and review services. We plan and recommend; you decide.

Your Deavel Wealth Advisors Team

Wealth Management & Financial Planning Services

How to qualify as a Deavel Wealth Advisors client

Our clients welcome the change that Deavel Wealth Advisors’ planning services will make in their lives and appreciate an individualized approach to planning.
Our clients like their ability to reach the Deavel Wealth Advisors team easily for questions, comments and concerns.
Our clients care – about their families, their communities, their friends, and their service to others.
Our clients appreciate working with a family-owned and family-oriented financial planning firm.
Neither age, net worth, nor address are conditions for becoming a client of Deavel Wealth Advisors.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Mexico, North Carolina, Ohio, South Dakota, Tennessee, Texas, Virginia

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Deavel Wealth Advisors is not an affiliate of Lincoln Financial Advisors. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN: 4975634-093022

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.