Anthony Lupoli, CPA/PFS, CFP®, MAcc
Make Retirement Decisions With the Tax Implications in View | Fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Make Retirement Decisions With the Tax Implications in View | Fiduciary
Areas of Focus
- Business Owners
- Equity Compensation Options
- Estate Planning
- Investment Management
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
- Withdrawal Sequencing
About Anthony Lupoli, CPA/PFS, CFP®, MAcc
Hi, I’m Anthony Lupoli, CPA/PFS, CFP®, and founder of AVL Advisory.I started AVL Advisory because many of the most important financial decisions aren’t just investment decisions or tax decisions, they’re both. Choosing when to retire, deciding whether to convert retirement assets to Roth, determining what to do with excess business cash, or preparing for a business transition can have tax consequences that extend years into the future.
My background in both tax and financial planning allows me to help clients look at these decisions together rather than in isolation. I work primarily with professionals and business owners who are approaching retirement or another significant financial transition and want a more coordinated approach to their taxes, investments, and long-term financial plan.
As a CPA, Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ professional, I bring tax planning directly into the financial planning process. That may include evaluating Roth conversions and retirement timing, coordinating investment and withdrawal strategies, planning around business income and retirement plans, or helping clients understand the tax implications of a major financial decision before they act.
AVL Advisory is a fee-only fiduciary advisory firm. My goal isn’t to make financial planning more complicated—it’s to help clients understand their options, see the tradeoffs clearly, and make important decisions with greater confidence.
If you’re approaching retirement, own a business, or are facing a financial decision where taxes and investments intersect, I’d be happy to learn more about what you’re working through.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
-
AICPA Personal Financial Planning (PFP)
- Financial Planning Association
Primary Location
128 Orange Avenue, Daytona Beach, FL 32114
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
It starts with a complimentary 15-20 minute introductory call where we get to know each other and discuss your goals, challenges, and current financial picture. From there, I'll recommend the service tier that best fits your needs, and if we're a good fit, we'll outline scope, fees, and next steps, no surprises.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About AVL Advisory
AVL Advisory is a fee-only financial planning and investment advisory firm focused on helping clients make important financial decisions with the tax consequences in view.We work with professionals, business owners, and families who are approaching retirement or navigating other significant financial transitions. These are often periods when decisions involving taxes, investments, retirement accounts, business income, Social Security, and long-term financial goals become increasingly interconnected.
Our approach brings financial planning, tax planning, and investment management into a coordinated process. Depending on a client's circumstances and engagement with AVL Advisory, our work may include retirement and income planning, multi-year tax planning, Roth conversion analysis, investment management, business-owner planning, and coordination with a client's other professional advisers.
Rather than looking at each financial decision in isolation, we help clients evaluate how the choices they make today may affect other areas of their financial lives and long-term plans.
AVL Advisory is a fiduciary investment adviser. Our goal is to help clients understand their options and tradeoffs, develop a clear financial strategy, and make informed decisions as their circumstances evolve.
Education
Stetson University, Master of Accountancy | University of Central Florida, Bachelor's Degree
Volunteer Experience
I am a proud volunteer with Advisers Give Back, a pro bono financial planning service for lower income households.
Hobbies and Interests
- Beach
- Family
- Golf
- Tennis
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
