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, New York, 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: 3850200-100421

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