Financial Stewardship for What's Ahead
Houston-based wealth management and tax planning for business owners and successful professionals.
We bring tax advice, investment management, and insurance planning together under one roof. Our goal is to help ensure nothing is overlooked — and that no one's making decisions without seeing your full financial picture.
Working With Mavilian
Financial Group
This isn't a typical advisor relationship. Here's what our clients actually experience.
We Pick Up the Phone
You'll never chase us down. We're proactive, accessible, and genuinely involved in your financial life — not just when markets move.
Investments and Tax Strategy, Made Together
Your portfolio decisions are always tax-informed because our team includes an Enrolled Agent. That means tax strategy is built into every investment decision — not handled separately.
Insurance Isn't an Afterthought
Risk management is built into your plan from day one — not bolted on by a separate agent who doesn't know your full picture. We handle it under the same roof.
Your CPA and Attorney Hear From Us
We proactively coordinate with your existing advisors — before tax season, before deals close, before decisions are made. Our goal is to help make sure nothing gets missed.
Access Beyond Public Markets
Qualified investors get access to venture capital, private equity, private credit, and infrastructure — asset classes typically reserved for institutions and endowments.
Planning That Goes Beyond the Portfolio
Exit planning, philanthropy, multigenerational wealth transfer, longevity planning — we address the full arc of your financial life, not just the investment piece.
You Deserve More Than
a Number and a Newsletter
What's Common
- Portfolios managed by third-party sub-advisors
- Tax advice provided separately, if at all
- Standardized plans with limited customization
- Large client rosters with less individual attention
- Reactive communication — you call them
- Limited to traditional public market investments
Mavilian Financial Group
- We construct your portfolio — no sub-advisors, no outsourcing
- Enrolled Agent admitted to practice before the IRS — on staff
- Comprehensive planning through the Quint Process™
- Select clientele — by invitation and introduction only
- We pick up the phone. We know your name. We know your plan.
- Access to venture, PE, and private credit for qualified investors
Focus on the set of your sail rather than the direction of the wind.
Financial stewardship means preparing for critical financial events — some predictable, many not. We focus on the things that matter to our clients and those things we can control. The Quint Process™ covers 85 distinct elements across 7 pillars in 5 phases, but we make it simple. It's an ongoing process that puts all the pieces together as your life unfolds and your needs evolve.
Explore The Quint Process
Avo Mavilian
President & Founder, Mavilian Financial Group
Avo Mavilian has brought together a team of specialists to ensure his clients receive efficient, expert, and friendly financial advice and service. His approach combines deep technical expertise in tax strategy with a genuine commitment to understanding each client's unique situation.
With a focus on high-net-worth individuals and business owners, Avo and his team are committed to delivering personalized, comprehensive financial stewardship — the kind of attention and integration that's hard to find elsewhere.
Admitted to Practice Before the IRS
Certified Professional
Needs Consultant
Specialists Working Together
Ara Bayindiryan
Sev Meneshian
Built for Collaboration
We believe the best outcomes come from working alongside your existing trusted advisors.
For Attorneys
We partner with estate planning and business attorneys to ensure your clients' financial strategies align seamlessly with their legal structures.
Learn About Our Approach →For CPAs
We proactively collaborate with CPAs servicing our clients, strictly respecting professional boundaries while enhancing outcomes for shared clients.
See How We Collaborate →Ready for a Different Kind of Financial Relationship?
We work with a select number of clients to ensure everyone receives the focused attention they deserve. If you've been referred or introduced, we'd welcome the opportunity to learn about your situation.
Request a ConsultationThe Sophisticated Family Playbook
Eight principles for building lasting wealth and raising financially responsible children. Written from a decade of experience working with families who think differently about money.
Get Your Free CopyFoundation
The Hand-Me-Down Strategy
Pay Yourself First
The Public School Advantage
Debt-Free Degrees
The Birthday Money Philosophy
Sophisticated vs. Flashy
Financial Literacy at Age 13