Washington Avenue Advisors

🍂 Happy Thanksgiving from Washington Avenue Advisors! 🍂 This season of gratitude reminds us of the incredible clients, partners, and team members who make our work meaningful every day. We're thankful for the trust you place in us to guide you on your financial journey and help secure the future for you and your loved ones. We are reminded today of the importance of strong partnerships, family, and community—values we hold close at WAA. Wishing you and your family a day filled with love, laughter, and connection. Happy Thanksgiving! 🦃 #Thanksgiving #Gratitude #Thankful #WashingtonAvenueAdvisors Amanda Beeler, CFP®, CEPA™ Amanda R. Walsh Brandon Weaver, CFP® Brian Klemczak, CFP®, CEPA™ Nicholas B. Pope Reuben Levinsohn Ben Bontrager Jim Hidlay This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.

“Build skills that help you understand the client's perspective, acknowledge their emotions and improve your ability to respond with compassion and support. It is my belief that the better you understand the client, the better adviser you can be.” — Nicholas B. Pope, Washington Avenue Advisors Check out Nick's insights to improve your empathetic listening skills, featured in "Nine Expert Tips for Becoming a Successful Financial Adviser" by Kiplinger Advisor Collective: https://lnkd.in/gkN7maSe #KiplingerAdvisor #FinancialSuccess #Empathy #BusinessPerspectives Entrepreneurs' Organization West Michigan Lansing Economic Area Partnership | LEAP Entrepreneurial Mindset Kiplinger This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.

In a recent Kiplinger Advisor Collective article, WAA partner Nicholas B. Pope explores why private equity has historically outperformed public markets, delivering significant long-term gains. Haven’t read it yet? Check out 'Why You Should Consider Private Equity in Your Investment Portfolio' to learn how this strategy could help secure your financial future: https://lnkd.in/gDiDU8Nh If you’re looking for support in deciding if private equity is the right move for you, but don’t know where to get started, don’t hesitate to send us a message. We’re here to help. This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor. #Kiplinger #KiplingerAdvisorCollective #WashingtonAvenueAdvisors #ThoughtLeadership #PrivateEquity Entrepreneurs' Organization West Michigan EO Detroit Invest Detroit Washington Avenue Ventures Small Business Association of Michigan Lansing Regional Chamber of Commerce Lansing Economic Area Partnership | LEAP Lansing Economic Development Corporation Calder Capital

Founders: You Are Your Greatest Asset At our recent Founders Financial Literacy event, Reuben posed a critical question for founders: “You’re more valuable than the home or car you insure, so what are you doing to protect yourself?” Investors ask about continuity—if they invest in you, how prepared is your business for the unexpected? Protecting your earning potential is an essential part of long-term success, even though it’s voluntary. If we pay to insure our car, shouldn’t we invest in securing our own future as well? Let’s work together to build a plan that protects what truly matters. https://lnkd.in/gvEk2-Hc #FinancialLiteracy #ProtectYourPotential #FoundersFinance #FinancialSecurity #WashingtonAvenueAdvisors Brandon Weaver, CFP® Flying With Founders This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.

Washington Avenue Advisors partner, Nicholas B. Pope, is heading off to attend the Global Leadership Academy (GLA) next week, hosted by the Entrepreneurs' Organization. Over the course of a few days, Nick will be part of a select cohort diving into intensive leadership training with top leaders worldwide. The GLA's focus on personal growth, purposeful leadership, and integrity aligns with our commitment to continually elevating how we serve our clients. As a team, we hold a dedication to professional excellence and a drive to make an impact within and beyond our community as well-developed leaders. We look forward to hearing Nick’s insights coming out on the other side of what is sure to be a transformational experience. Here’s to growth, vision, and leadership with purpose! #WashingtonAvenueAdvisors #GlobalLeadershipAcademy #EO #CommitmentToGrowth #LeadershipExcellence Entrepreneurs' Organization West Michigan EO Detroit

Financial Literacy for Founders is going LIVE for part two tomorrow! You'll leave this session with new confidence about making the right decisions for your business - and your life. You can still RSVP for this powerful (free!) event – we’ll see you on the webinar soon: https://lnkd.in/gfUetz4r #WashingtonAvenueAdvisors #FinancialLiteracy #FounderFinances #BusinessLessons Reuben Levinsohn Brandon Weaver, CFP® Start Garden Techstars Detroit Startup Grind Lansing Startup Grind Invest Detroit Washington Avenue Ventures Renaissance Venture Capital Michigan Founders Fund Small Business Association of Michigan This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.

At Washington Avenue Advisors, we honor the sacrifices veterans and their families make to protect and serve our nation with dedication and courage. While our team is committed to providing expert financial guidance to our clients, we’re also mindful that specialized resources for veterans and their families can offer even deeper support. That’s why today we want to recognize the impactful work of the Wounded Warrior Project and their Financial Readiness program, which empowers veterans to build a strong financial foundation for themselves and their families. Take a look at the tailored resources and support provided, including essential tools to move forward in building financial wellness. To all veterans: thank you for your service.  Your resilience inspires us every day. https://lnkd.in/guuNx8-t  #VeteransDay #HonoringOurHeroes #WashingtonAvenueAdvisors #WoundedWarriorProject Wounded Warriors Family Support This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor. 

FOUNDERS - join us this Wednesday LIVE - let’s talk about what it takes to improve your VALUATION while taking care of yourself and your financial needs along the way!

Have you registered for the upcoming Financial Literacy for Founders webinar? 🗓️Wednesday, 11/13 🕒3:00 pm EST  LIVE webinar setting Dive deeper with Reuben Levinsohn and Brandon Weaver, CFP® into financial literacy topics to help you succeed. RSVP today: https://lnkd.in/gmmrE3vE #WashingtonAvenueAdvisors #FinancialLiteracy #FounderFinances #BusinessLessons This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.

Tomorrow is Election Day!  As we approach this pivotal day, it’s helpful to understand how elections can influence financial markets. Here are a few areas where we may see shifts: • Corporate and personal tax policy • Industry regulations in areas such as healthcare, energy, etc. • Government spending and investment • Trade policies and foreign relations Each of these factors can affect different sectors, bringing both temporary and long-term impacts. Understanding the factors at play can be a step toward making informed financial decisions. At Washington Avenue Advisors, we’re here to help you navigate any changes ahead. Stay informed, exercise your right to vote, and remember that we’re here to support you and your financial future, no matter the outcome! https://lnkd.in/gvEk2-Hc #ElectionDay2024 #FinancialAdvising #YourVoteMatters #FinancialFreedom #WashingtonAvenueAdvisors This content does not serve as investment advice, financial advice, legal, or tax advice. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor.