Tel: 281.968.1216

LOOK TO YOUR FUTURE
WITH ANTICIPATION, NOT APPREHENSION


Who We Are

We are a high-end tax and wealth preservation planning firm providing financial stewardship to a select group of families.  

Avo Mavilian - High-End Tax and Wealth Preservation Planner

Avo Mavilian, EA

Founder, President & Chief Strategist

Ara Bayindiryan - Chief Compliance Officer

Ara Bayindiryan

Chief Compliance Officer

Lindsey Davis - Client Concierge

Lindsey Davis

Client Concierge

Sev Meneshian - Director of Financial Planning

Sev Meneshian, CFP

Director of Financial Planning

Who We Serve

We work primarily with a select group of successful professionals and business owners who among other things want to face their family’s future with anticipation rather than apprehension. We recognize that we are not, nor do we aspire to be, all things to all people. For this reason, we use a very specific FIT criteria to make sure we are aligned with the needs of our clients.

Our clients all have a bucket list to some degree and want a sense of confidence and predictability that they will be able to check off those boxes in the future. Many want to spend time with family, others seek work optional lifestyles, and the rest seek to secure their family legacy while they are still alive.

Our approach to investment management is anchored by a total commitment to our fiduciary responsibilities of acting in the best interest of our clients.  Our investment process is designed to protect and grow our clients’ wealth while taking into consideration the risk tolerance and the objective that the portfolio plays in the overall financial plan.  

Please be advised that presently, Avo Mavilian holds Series 65 in TX, CA, IL and Ara Bayindiryan holds Series 65 in TX, CA, IL, IN, WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained for Avo Mavilian or Ara Bayindiryan before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Bayworth Capital will fluctuate in value and are subject to investment risks including possible loss of principal.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Investment advisory services offered through Bayworth Capital, a registered investment advisor. Mavilian Financial Group and Bayworth Capital are independent companies.

One of the largest categories of expenses that reduce wealth are taxes.  Tax planning is a proactive approach of incorporating all the elements of our clients’ financial plans to work together to produce the most tax-efficient roadmap to maximize their wealth.

The tax law is voluminous, ambiguous and constantly changing. By being proactive, we go beyond deductions and pave the road to minimize tax-drag.

Our services include analyzing and advising clients on:

  • Current tax liabilities
  • Bracket management strategies
  • Income smoothing strategies
  • Income shifting strategies
  • Wealth transfer strategies
  • Exit strategies

Please note that Mavilian Financial Group and its principles, employees, staff, representatives and affiliated professionals (TEAM) do not provide tax, investment, legal or any other professional services unless clients have current engagements documented in signed engagement letters with the appropriate entities.  

*Please be advised that at present, Avo Mavilian, EA is admitted to practice before the IRS.   Treasury Department Circular No. 230 provides the rules governing authority to practice.

Insurance, by definition, is the transfer of risk.  The wealth preservation planning process involves making decision to retain certain risk, and at other times to transfer those risks to others, such as an insurance company.  Our team of licensed professionals utilize the insurance planning process to identify and mitigate risk.

Our approach to estate planning is all about having our clients decide how they accumulate, protect and ultimately distribute their hard earned assets rather than leaving it up to chance and circumstance.  By collaborating with estate planning attorneys, we are able to help our clients put their desires in a plan that helps achieve their personal objectives rather than letting the courts, state and federal government decide their fate. 

We currently limit our practice exclusively to tax advisory and representation*.  Through our collaborative process, we compliment the compliance services provided by our clients’ CPAs.  Some of our services include:

  • Providing a client with written tax advice on one or more Federal tax matters.

  • Communicating with the IRS on behalf of a taxpayer regarding the taxpayer’s rights, privileges, or liabilities under laws and regulations administered by the IRS.

  • Representing a taxpayer at conferences, hearings, or meetings with the IRS.

  • Preparing, filing or submitting documents, or advising on the preparation, filing or submission of documents, including tax returns, with the IRS on behalf of a taxpayer.

Please note that Mavilian Financial Group and its principles, employees, staff, representatives and affiliated professionals (TEAM) do not provide tax, investment, legal or any other professional services unless clients have current engagements documented in signed engagement letters with the appropriate entities.  

*Please be advised that at present, Avo Mavilian, EA is admitted to practice before the IRS.   Treasury Department Circular No. 230 provides the rules governing authority to practice.

Our Process

Quint Process
Our proprietary process called THE QUINT PROCESSTM has been developed and refined to take all the pieces of the financial puzzle and put them in the right place. 

Our experience tells us that we are not all things to all people, but we are all things to some. This is why our first meeting with a prospective client is to simply determine if there is a mutual fit.  We never ask our prospective clients to make a decision, nor do we make any decisions during this first meeting. At the conclusion of this meeting,  we encourage our clients to go home and take some time to think about what they have learned, while at the same time our team evaluates if our practice is aligned to serve the desires of the prospective clients.

Regardless of the turbulences outside of our control, by being true to our Philosophy, Planning and Process, we are able to set the sails on a proper course for our clients to achieve their financial goals.  

Principal Office

Free parking is available to our guests by entering just south of Ambassador way, on the southbound direction on Post Oak Blvd.  We are located in building #2, on the 15th Floor. Our clients can also park in the visitor garage and we will be happy to validate.

To schedule an appointment, get your free introduction kit, or to attend one of our seminars, please call us at 281.968.1216,