AVID Planning
St Petersburg, United States (US) · Finance and Banking
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Last verified
May 2026
AVID Planning is a Finance and Banking company based in St Petersburg, United States (US), founded in 2013, with 2-10 employees. AVID Planning's profile is verified on Enterprise League.
Overview
AVID Planning is a St. Petersburg, Florida-based financial planning firm specializing in purpose-driven money systems for high-income couples.
We believe financial planning should reflect your values and priorities, not just numbers. Our approach centers on understanding your ‘why’ – what truly matters to you – to create a personalized plan that aligns with your aspirations and helps you achieve your most important goals.
Founded in 2013, AVID Planning offers a collaborative and values-driven experience, helping clients define their goals, understand their financial picture, and implement steps that foster confidence and control. We’re dedicated to providing peace of mind and freedom, ensuring your financial plan is flexible and adaptable to your evolving needs.
With a team of experienced professionals, including David Harpool, AAMS®, we’re committed to guiding you towards a fulfilling and secure financial future.
We believe financial planning should reflect your values and priorities, not just numbers. Our approach centers on understanding your ‘why’ – what truly matters to you – to create a personalized plan that aligns with your aspirations and helps you achieve your most important goals.
Founded in 2013, AVID Planning offers a collaborative and values-driven experience, helping clients define their goals, understand their financial picture, and implement steps that foster confidence and control. We’re dedicated to providing peace of mind and freedom, ensuring your financial plan is flexible and adaptable to your evolving needs.
With a team of experienced professionals, including David Harpool, AAMS®, we’re committed to guiding you towards a fulfilling and secure financial future.
Contact Details
+1(727) 228-6840
info@avidplanning.com
St Petersburg, United States (US), 360 Central Ave
Founded
2013
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#financial planning
#investment management
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