For independent advisors in Florida and the Southeast, Avant Huston provides a warm, high-touch exit path. With deep community roots and a multi-generational leadership team, this firm prioritizes legacy, continuity, and care, just like you do.
Discover how Avant Huston Financial Group helps advisors protect their legacy and clients during the next chapter of their journey.
Formed in 2019 by George D. Avant, Jr. and Tyler Huston, Avant Huston Financial Group blends decades of experience with a modern, client-first approach to wealth management. Offering personalized financial planning through a “family office” model, the firm supports individuals, families, and business owners with services backed by the strength of MassMutual. Known for its boutique feel and trusted local presence, Avant Huston is a natural choice for advisors seeking a thoughtful, relationship-driven succession solution.
Avant Huston Financial Group’s leadership team blends deep industry expertise with visionary entrepreneurship. Key leaders include:
Co-Founder & Managing Partner
A 40-year industry veteran who leads by example in both client care and succession strategy.
Co-Founder & Managing Partner
Certified Exit Planning Advisor (CEPA) who drives acquisitions and ensures that every deal is structured with legacy and client continuity in mind.
Avant Huston is an ideal buyer for advisors who value a community-first, family-oriented culture. They’re especially suited for:
Succession with Avant Huston is personal, respectful, and tailored to the advisor’s timeline and client relationships. Clients meet the team gradually, often directly with George or Tyler, while the firm handles everything from onboarding to compliance with care and efficiency. Sellers can stay involved as consultants or in a legacy role, ensuring continuity for clients and a meaningful close to their career.
Advantage Wealth Advisors doesn’t just earn client trust. They also keep it through the transition and beyond. Here’s what clients have said after working with their team:
“I liked Shad right away — he’s local, approachable, and someone my clients can actually meet. BlueCrest says all the right things, and frankly, they do financial planning better than I ever did.”
Bob H.
Here is why sunsetters choose Avant Huston Financial Group.
With both seasoned leadership and next-gen energy, Avant Huston ensures your clients are cared for across time, not just during the handoff.
Clients aren’t treated like accounts. Instead, they’re treated like family. Advisors who built close relationships will appreciate this shared mindset.
From retirement to risk management, Avant Huston handles it all, so your clients never need to leave for specialty services.
As a Certified Exit Planning Advisor, Tyler Huston understands the nuances of practice transitions. Sellers benefit from clear, professional deal structures and reliable follow-through.
Through Coastal Wealth and backed by MassMutual,, Avant Huston offers full-service support, robust platforms, and financial security, while still delivering boutique-level attention.
If you’re an advisor who wants your legacy to continue with care and your clients to be embraced, not absorbed, Avant Huston is ready to talk. They’re especially focused on Florida and the Southeast, but will explore strong fits across nearby states, too.
CERTIFIED EXIT PLANNING ADVISOR
Evaluate your practice based on AUM, revenue, and overhead. Get insights & strategies for buyer expectations to boost value.
Understand your valuation in today’s market. Develop a clear strategy to optimize your practice and enhance valuation before selling.
Clean up your financials, improve client retention, and reduce inefficiences to increase the value of your practice.
Meet with 2-3 buyers we’ve sourced & hand-selected based on your preferences to determine the best fit.
We will lead you through the negotiation process to put together the best deal structure and ensure a smooth transiton.
Once the deal is signed, the real work begins. We help you navigate the handoff process to maximize client retention.
