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Today on the show, I’m joined by Randall Avery, the Principal and Owner of Deasil Wealth Management, an advisory firm based in Atlanta, Georgia.
Randall brings over 15 years of experience in finance, accounting, and investment analysis, helping individuals and families create clear paths toward financial independence.
He’s not only a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Analyst (CFA), but also holds a FINRA Series 65 license, making him one of the few professionals who combine deep technical expertise with a truly personal approach to wealth management.
In this conversation, we’ll dive into what financial independence really means, how to create a strategy that fits your goals, and some of the most common mistakes people make when it comes to managing their money and investments.
Randall, welcome to the show — it’s great to have you here.
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