Latest Avid News

Oct 8, 2024

Beneficial Ownership Reporting for Entities

New requirements under the Corporate Transparency Act (CTA) requiring many U.S. entities to report their beneficial owners.

Apr 1, 2024

Eric Kala Earns Certified Business Exit Consultant® Designation

Congratulations Eric Kala CBEC©, CPWA©, CIMA©, CFP©, AEP©, RMA©, CLU©, ChFC©, CRPS©

Feb 27, 2024

Avid Wealth Partners Lands on Prestigious Inc 5000 Regional Ranking List Again

Inc. Magazine Reveals Avid Wealth Partners Ranks No. 142 on the Southwest Region's Fastest-Growing Private Companies List

Jan 25, 2024

Elevating Your Investment Experience with 55ip

Enhanced investment platform offered exclusively to the clients of Avid Wealth Partners.

Jan 5, 2024

Congratulations to Dan Reinke, Avid's newest CIMA® designee!

Congratulations to Dan Reinke, MBA, CIMA®, CFP®, ChFC®, CRPS® for earning the designation of Certified Investment Management Analyst®!