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  • May 22, 2020

Aventine SmartVault

We are always looking for new ways to improve our services and enhance your client experience. In 2019 we added electronic DocuSign technology to our practice for all client paperwork. In stride with that commitment we have now added a secure document storage and file sharing solution called Aventine SmartVault to our firm’s resources. Why Aventine SmartVault? 1. Accessibility: […]

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Aventine Financial Group LLC (“The Company”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

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The Financial Planning Association or FPA is a 501(c)(6) non-profit voluntary membership organization. The FPA is the principal professional membership home for CFP® practioners, those on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional, academic leaders, financial planners, students and those who support the financial planning process. The use of term “Financial Planning Association” or “FPA” on this website does not imply any level of skill or training, and should not be construed as an endorsement of The Company or any of its investment adviser representatives.

The CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

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