About Us

A Clear Path Forward, Built on Trust and Expertise

At The Avenue Wealth Management, everything we do is designed to simplify your financial life and guide you toward a future defined by clarity, confidence, and lasting success. We believe in building genuine partnerships with our clients—rooted in trust, shaped by deep understanding, and driven by strategic expertise.

We are committed to more than managing assets. We are committed to helping you build the life, legacy, and impact you envision.

Our Mission

We simplify complexity to provide a clear path forward—empowering clients to achieve financial clarity, live with confidence, and build generational wealth.

Our Values

Simplify Lives

We make financial matters understandable, accessible, and actionable—removing complexity so you can focus on what matters most.

Earn Trust

Trust is built every day through honesty, integrity, transparency, and unwavering commitment to your goals.

Absolute Transparency

We believe clarity and openness are the foundation of every successful relationship. You will always know exactly where you stand and why we recommend each step.

Promote Education

Knowledge empowers better decisions. We educate our clients so they feel confident, informed, and prepared for every stage of their journey.

Our Story

Founded with a vision to offer personalized wealth strategies without compromise, The Avenue Wealth Management has grown into a trusted partner for individuals, families, and business owners across the country.

Our advisors are empowered to deliver truly customized financial plans—free from quotas, product pressures, or corporate agendas. Instead, we focus exclusively on what’s right for each client’s unique path.

The Power of
Strategic Partnerships

While offering the personal attention of a boutique practice, The Avenue advisors are backed by the strength of a respected national platform.

Through strategic partnerships, we provide clients access to industry-leading resources, innovative strategies, and comprehensive wealth management services—without sacrificing independence or personalized service.

Move Forward with Confidence

At The Avenue, your goals define the journey. Your vision shapes the strategy. And your success fuels everything we do.

Let’s chart your course to a confident financial future—together.

Find an Advisor

Our History

1998

Company Was Established

Joe Taylor and Bill Schroth begin their partnership as an advisory team.

2001

Dominy Joins

Kip Dominy joins Joe and Bill as a junior advisor, and becomes a partner soon after

2006

Wachovia Securities

Joe, Bill and Kip make the move to Wachovia Securities Financial Network as Independent Advisors for the first time.

2013

Raymond James

The firm partners with Raymond James as Independent Advisors.

2013

Kelly Joins

Bruce Kelly joins the Avenue Watkinsville as an Investment advisor representative

2013

Sisson Joins

Jon Sisson joins the Avenue Watkinsville as an investment advisor representative.

2016

Dunham joins

Kirk Dunham joins the Avenue Watkinsville as an investment advisor representative.

2017

Rome Office Opens

Avenue Rome Office opened and lead by John Bishop

2017

Malone & Whitaker Join

Michael Malone and Todd Whitaker join the Avenue as investment advisor representatives.

2017

Greensboro Office Opens

Avenue Greensboro Office opens at Lake Oconee

2017

Avenue Mars Hill

Avenue Mars Hill opens, led by Jeremy Hobbs, Andy Flippen and Jonathan House

2018

Perno Burns

Lou Perno and Michael Burns join the Avenue as Perno Burns Advisory Group

2019

Avenue Memphis

Avenue Memphis opens, led by Leanne Scull

2020

Align Atlanta

Kimberly Evans opens Align Wealth as an Avenue office in Atlanta

2020

Lilliston Joins

David Lilliston joins the Avenue Watkinsville as an Investment advisor representative

2021

Davis and Houchin

Lee Davis and Cody Houchin both join the Avenue Watkinsville as Investment Advisor Representatives