Mission, Vision and Values

Vision Statement
Our vision is to set the standard of excellence among financial service providers by being innovative and exceeding client expectations. We will attract and retain the very best employees and advisors to help us achieve this goal.

Mission Statement
AVB Financial Solutions provides financial protection and peace of mind for our clients.  We deliver innovation and excellence in our products and services.  In all we do, we are dedicated to going above and beyond.

Our Values
In today’s uncertain world, AVB Financial Solutions still stands strong by adhering to our foundation of values: we are people-focused and motivated by caring for our employees, clients, and community. Our philosophy is conservative. Our solutions, high-tech. Above all, our values are best expressed not through words, but actions. We respond. We follow through. We get results that go beyond.

For our clients, we strive to be…

  • Quick. To communicate. To respond. To solve.

  • Innovative. In our products. Our technology. Our thinking.

  • Nimble. We challenge. We adapt. We bend, never break.

  • Sensible. We listen. We weigh all sides. We are prudent.

  • Reliable. We are dependable. Steady. The calm inside the storm.

  • Tech-Savvy. We are efficient. Effective. Easy to do business with.

  • Respected. By our advisors. Our clients. Our team. The industry.