Your finances should work for you, not the other way around.
Our mission is to help you pursue your financial goals with clarity and confidence.
Expand Your Financial Horizon
AVL Advisory delivers comprehensive financial strategies for individuals and small business owners who want more than cookie-cutter solutions.
Why Clients Choose AVL
Your Finances Without Us:
❌Fragmented Advisors
Your tax preparer, investment advisor, and planner are separate people. No one has a full view of your financial picture leading to missed opportunities and miscommunication.
❌Reactive, Not Proactive
Tax planning only happens at year-end or during filing, if at all. Investments are set and forgotten, while no one checks in about life events, business growth, or shifting priorities.
❌Cookie-Cutter Advice
Planning is based on generic templates or one-time financial plans. Investment portfolios may be misaligned with goals or tax realities. There’s little-to-no customization for business owners or high-income professionals.
❌Uncoordinated Communication
You are chasing down multiple advisors for answers. The advice from your advisors may conflict with each other, and no one takes responsibility for the bigger picture. This may leave you overwhelmed and unsure of who to call for what.
Your Finances With Us:
✅One Relationship. Every Advisory Angle Covered.
You get fully integrated advice, one advisor managing tax, investments, and planning, intelligently connected. We coordinate advice across tax, investments, and planning to align with your financial picture.
✅Proactive Strategy
Forward-looking advice based on real-time business, cash flow, and market dynamics. Our goal is to help you anticipate potential challenges and adjust proactively, rather than only responding after the fact.
✅High-Touch + Personalized Advisory
Our service tiers match whatever stage of life you are in, while staying aligned with your goals. You get specialized advice whether you are a business owner and/or a family guided toward legacy and continuity.
✅Confidence and Clarity
No more game of phone tag between advisors and no more guesswork. Our aim is that you understand why decisions are being made and how they impact your financial future.
One Firm. Three Ways to Upgrade Your Financial Wellness.
Wherever you are in your financial journey, our unique services bundles are designed to grow with you, combining tax, planning, investments, and accounting.
Advisor
Ideal for young professionals, startup business owners, or clients with <$250K in investable assets.
Services Included:
Goals-based Financial Planning
Dedicated CFP® Professional
Cash Flow & Budgeting Tools
Annual Tax Return Prep (1040 + Schedules)
Tax Planning (1 meeting/year)
Email Access
Client Portal Access
Visionary
Ideal for established professionals, growing business owners, clients with $250k–$1M in assets.
Services Included:
Everything in Advisor, plus:
Tax return + 1 business return (S-Corp, 1065, etc.)
Quarterly tax projections + estimated tax payment guidance
Full financial plan with 2–3 strategy meetings/year
Investment management up to $1M (custom portfolios, risk-based models)
Retirement account management (401(k), IRAs, Roth conversions)
Insurance and estate planning coordination
Basic bookkeeping (if self-employed)
Priority email and phone support
Legacy
Ideal for retirees, mature business owners, high net-worth families with 1M+ in assets.
Services Included:
Everything in Visionary, plus:
Advanced tax planning (multi-entity, real estate, trusts, gifting)
Entity structure optimization + S-election planning
Full business + personal financial planning integration
Investment management over $1M (custom strategies, tax-loss harvesting)
Year-round availability and timely advisory support
Quarterly business reviews or family office-style service
Retirement plan design and monitoring (Solo 401(k), SEP, etc.)
How it Works
Step 1: Schedule a Consultation
Meet with us to discuss your goals, challenges, and current financial picture.
Step 2: Choose Your Service Tier
We’ll recommend the right service tier to match your needs and where you are in your financial journey.
Step 3: Partner with AVL Advisory
We’ll help build your plan, coordinate across tax, planning, and investments, and provide ongoing guidance tailored to your situation.
Meet Your Advisor
Anthony Lupoli
CPA/PFS, CFP®, MAcc
Anthony is a CPA and CFP® with deep roots in Ormond Beach. His firm is built on a vision that prioritizes technical excellence, personalized attention, and a commitment to helping individuals and small business owners pursue financial independence. Whether planning for retirement, running a growing business, or looking for peace of mind come tax time, AVL will provide ongoing guidance throughout your financial journey.
What Our Clients Say About Us
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"Anthony is very knowledgeable, and has great communication, I definitely recommend him."
Phillip
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"Mr. Lupoli’s professional service and phenomenal people skills make for an excellent combination. Couple that with a keen eye for perfection and an expeditious turn around time and you’ve got a model CPA that I recommend to anyone in need."
Samuel
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"Anthony helped make tax season so much easier. Very professional and knows his stuff. 10/10 would recommend!"
Garrett
Frequently Asked Questions
Q1: Who is AVL Advisory best suited for?
A: We serve individuals, families, and business owners seeking an integrated approach to tax, accounting, and financial planning. Our tiered service model is designed to grow with your needs.
Q2: Do you offer standalone tax preparation or accounting services?
A: We primarily serve clients through bundled service tiers, which provide the most comprehensive service and convenience. In some cases, we offer standalone services on a limited basis, contact us to discuss your needs.
Q3: How do I get started?
A: It starts with an initial consultation where we learn about your goals and needs. From there, we’ll recommend the service tier that fits your situation.
Q4: How are your services priced?
A: Our pricing is fully transparent and based on the complexity of your situation and service tier selected. You’ll have clarity on what’s included and what you’re paying for upfront.
Q5: Where is your office located? Do you work with remote clients?
A: We are based in Central Florida, and proudly serve clients locally and throughout the U.S. Many of our clients enjoy the option and convenience of fully remote service.
Ready to Elevate Your Financial Life?
Let’s explore how AVL Advisory can help you simplify your finances, reduce stress, and plan confidently for the future.