Anthony Lupoli, CPA/PFS, CFP®, MAcc
Make Retirement Decisions With the Tax Implications in View | Fiduciary
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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, founder of AVL Advisory, lifelong Daytona Beach resident, and someone who believes that financial clarity leads to personal freedom.I launched AVL Advisory to create a more personal, intentional experience for individuals and business owners seeking more than just tax prep. With credentials as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Personal Financial Specialist (PFS), I help clients integrate tax planning, retirement strategy, and financial decision-making under one roof.
What sets AVL Advisory apart is our ability to help connect the dots, between your business and personal finances, your present and future goals, and the tactical details that make everything run smoothly.
Whether you're a young professional building momentum, a family securing your future, or a business owner ready to scale, our process is designed to give you confidence in every financial decision you make.
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 boutique, CPA-led advisory firm based in Daytona Beach, Florida that integrates tax planning, accounting, financial planning, and investment management into one coordinated experience.Who We Serve
We specialize in working with high-earning professionals, business owners, and growth-minded individuals who want a long-term partner for their tax, financial, and investment planning needs. More broadly, we serve professionals, retirees, families, and small business owners seeking an integrated approach to tax, accounting, and financial planning, whether they're in Central Florida or working with us remotely.
Our Philosophy
Our mission is simple: to bring clarity and confidence to your financial life through tax-smart, fiduciary advice delivered by a boutique team that knows you. We believe your tax return should be the foundation of your overall financial plan, so every planning decision runs through a tax-impact lens rather than being handled in separate silos by separate people.
Transparent Pricing
We offer tiered service packages for tax planning, financial planning, and investment management, and our pricing is based on the complexity of your situation and the service tier selected, so you have clarity on what's included and what you're paying for upfront.
Investment advisory services are offered through AVL Advisory LLC.
Education
Stetson University, Master of Accountancy | University of Central Florida, Bachelor's Degree
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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