Cpwa® Erik D. Averill

Erik D. Averill is a Partner and Co-Founder at AWM Capital, a wealth management firm. He hosts the AWM Insights podcast, where he discusses various topics related to wealth management, investing, and personal finance.13

Erik has a background in finance and wealth management. He received his education from Yale School of Management, which likely contributed to his expertise in the field.2

At AWM Capital, Erik and his team focus on unlocking the full potential of their clients' wealth to maximize impact in all areas of their lives.2 Their approach includes strategies such as asset location, which involves optimizing the placement of different types of investments across various account types to enhance after-tax returns.1

Erik frequently collaborates with his older brother and business partner, Brandon Averill, who is also a co-founder of AWM Capital. Together, they provide insights on topics such as investment strategies, tax optimization, and portfolio management through their podcast and other platforms.13

In addition to his role at AWM Capital, Erik is active on LinkedIn, where he shares content related to taxes, investing, and personal finance. He uses these platforms to educate and engage with his audience on important financial topics.3