Aventus Investment Advisors, Inc. is a financial advisory firm that is client-focused, always looking to provide unbiased advice on investment options and financial planning topics for our clients. We measure success based on our client retention and accolades received from our client base. Our team includes a full complement of competent professionals including a Chartered Financial Analyst (CFA) as Chief Investment Officer, and two Certified Financial Planners (CFPs) with over 15 years of experience. Our complete client team includes 2 CPAs with over 25 years of experience and a specialist estate planning attorney. Our credentialed specialists have 30 years of experience in investment management in the Lake Norman area.

Comprehensive wealth management. We help affluent families manage,grow and transfer their wealth so they will have the peace of mind of knowing their finances are being taken care of.

You see it everyday: Inefficient transactions in your organization that should be automated, but rarely are they successfully addressed. Investing the time and resources while keeping pace with the ever changing dynamic nature of your operation make this a difficult undertaking for most internal IT departments, leaving the business to live with the inefficiency. At IFS, we break the traditional barriers of automation deployment and put the business in control of their automation projects. We allow you to address your high volume transactions, couple front-end process improvements with back-end automation and DELIVER the benefits.