About Us
Who we are
At Advanced Wealth Advice, we implement your income plan by managing your portfolio tax efficiently through products and allocation strategies tailored for your family.
Evolution – Reinvention – Growth. AWA’s founder has experienced all three throughout his journey in financial services.
Advanced Wealth Advice was founded by Wealth Advisor Ron Bristol. Mr. Bristol has worked in the financial services industry for nearly 30 years, taking on a variety of roles including:
– Financial Advisor to High Net Worth families for 15 years.
– Portfolio manager of a Tactical Allocation mutual fund.
– Recruiting and training new advisors
– Mentoring advisors on financial planning concepts, techniques, and processes.
The depth of knowledge he has gained through this broad experience enables him to connect with your unique situation and get to the core issues you’re hoping to solve by working with an advisor.
Mr. Bristol earned a Bachelor’s degree from Westmont College in Santa Barabara, California and an MBA from Cornell University in Ithaca, New York. He also holds a Behavioral Financial Advisor (BFA) designation and is a past member of American Mensa.
Mr. Bristol lives in the Colorado Springs metro area with his wife of 35+ years. They both enjoy watching their six adult children build their own lives and chart their own journeys. They cherish spending time with their 6 grandchildren and large extended family.
“Meeting with literally thousands of people over my career as an advisor, I am gratified that I’ve consistently heard feedback from people about me being authentic. I really do try to open a window into how I think and what I believe. My advice will always come from a place of wanting the best for you.”
AWA founder, Ron Bristol
Our mission
Our mission is simple: Giving families peace of mind they will live out the lives they want without worrying about money.
Working from a plan is the foundation of any recommendation
Our mission is to give you the peace of mind that you have more than enough money to do all the things that are important to you throughout your lives. And that all starts with having a plan of what those things are, when you’d like to do them, and how much they will cost.
There is no standard package of products we offer. The solutions we recommend originate from how you want to live out your lives. Our job is to make sure you have money available when you want to use it.
Your plan will certainly change – and that is okay. Altering your course is built into our process of meeting periodically and adjusting your financial arrangements accordingly.
Throughout the process we will be transparent; About our concerns, assumptions we’re making in our recommendations, and our fees.