Ever since we founded AVL WealthCare in 1999, we have crafted our business, our services and our client relationships around a constant, core mission:
AVL WealthCare Cares About You
Our mission is to help business owners, professionals and other families in the Gulf Coast region optimize their wealth across their multifaceted lives. We’re about you and your family. Your business and your personal wealth. Your career and your retirement. We help you:
- Discover and achieve what matters to you
- Resolve the financial complexities in your life
- Keep those solutions relevant over time
A Professional Approach to Personalized Care
Lori S. Mozingo, CPA combines seasoned financial and accounting experience. Our multi-talented team of professionals is further strengthened by financial and client care specialists who are dedicated to ensuring timely, informed attention to each client relationship.
Four Decades of Care … and Counting
Our commitment to client-focused care dates back even further. Affiliated accounting firm, Alexander, Van Loon, Sloan, Levens & Favre, PLLC, was founded in 1967, based on similar principles. Over time, the firm’s partners determined the best way to address clients’ total wealth questions and concerns was to integrate AVL WealthCare, to cover financial planning, investment management, advanced planning and related needs for individuals, families and 401(k) retirement plans.