Our Roots

Four Decades of Care … and Counting

Our commitment to client-focused care dates back even further than AVL WealthCare’s 1999 founding. Affiliated accounting firm, Alexander, Van Loon, Sloan, Levens & Favre, PLLC, was founded in 1967, based on similar principles. Over time, the firm’s partners determined the best way to address clients’ total wealth questions and concerns was to integrate AVL WealthCare, to cover financial planning, investment management, advanced planning and related wealth care needs for individuals, families and 401(k) retirement plans.

Rodney Van Loon, In Memoriam (1952 – 2011)

Many in our community remember AVL WealthCare’s founder and early driving force, Rodney Van Loon, Jr. Many of our BAM ALLIANCE colleagues join us in missing his straight-talking warmth and vision following his untimely passing in 2011. That same year, Rodney was memorialized as among our community’s most influential members, when he was named founding member of the BAM Legacy.