What We Do

We are a high-end tax and wealth preservation planning firm providing financial stewardship to a select group of successful business owners, professionals, and executives.

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.

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.

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.
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.
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.
Our business advisory services are aligned to serve the needs of small and middle market enterprises. Owners of such businesses who hit an inflection point draw from our experience and expertise to help guide them through liquidity events, an exit as well as managing their business interests. Some of the issues we help them address include:
  • Maximizing the value of the company at time of exit
  • Preserving family wealth for later generations
  • Minimizing tax liabilities
  • Implementing a business succession plan
  • Providing access to capital
  • Preparing principals both personally and financially for life after the business
  • Conducting gap analysis
  • Business valuation
Our business advisory services are aligned to serve the needs of small and middle market enterprises. Owners of such businesses who hit an inflection point draw from our experience and expertise to help guide them through liquidity events, an exit as well as managing their business interests. Some of the issues we help them address include:
  • Maximizing the value of the company at time of exit
  • Preserving family wealth for later generations
  • Minimizing tax liabilities
  • Implementing a business succession plan
  • Providing access to capital
  • Preparing principals both personally and financially for life after the business
  • Conducting gap analysis
  • Business valuation

7 Pillars, 1 Process

We believe that financial stewardship requires preparing for critical financial events. These are sometimes predictable and planned but our experience is that they are more often random. One thing we know is that they can have a profound impact on lives. To that end, we view this as an ongoing process and focus on the things that matter to our clients and those things that we can control. The Quint Process™ allows us to put all the pieces of the puzzle together as our clients’ lives unfold and their needs evolve.

Focus on the set of your sail rather than the direction of the wind.

Focus on the set of your sail rather than the direction of the wind.

Our Process

At Mavilian Financial Group, we recognize that we are not, nor do we aspire to be, all things to all people. We are however all things to those we serve, and those relationships are based on a very specific fit criteria that allow us to partner with clients that we are most suited to serve and provide an elevated client experience.

While each of our clients have unique needs, by following our process we are able to put together all the pieces of their financial puzzle in place and build a customized plan to guide them through their journey to financial independence.

Our Process

At Mavilian Financial Group, we recognize that we are not, nor do we aspire to be, all things to all people. We are however all things to those we serve, and those relationships are based on a very specific fit criteria that allow us to partner with clients that we are most suited to serve and provide an elevated client experience.

While each of our clients have unique needs, by following our process we are able to put together all the pieces of their financial puzzle in place and build a customized plan to guide them through their journey to financial independence.

Our Partnership with You

Keys to a successful relationship

We have learned through experience that effective communication and mutual respect are essential to a long-term partnership. A few other criteria which help define our success include articulating mutual expectations.

What you can expect:

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time-frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism.

What we expect:

  • Your commitment to me as your Financial Advisor.
  • Your trust in my abilities to provide you with recommendations and advice.
  • Your complete disclosure about what matters to you most.

Still looking for Answers?

If you are looking for more information, take a look at our FAQ Page which covers all of our most common questions.

Still looking for Answers?

If you are looking for more information, take a look at our FAQ Page which covers all of our most common questions.