Evolution Advisers

A Registered Investment Adviser


We are a different species of adviser.  We work for you, which puts your best interests at the center of our relationship.  Our clients appreciate the objectivity, transparency, and candor that comes from working with an independent Fee-Only adviser.


Advice adapted for your changing world. Your life and goals evolve over time, and so should your financial plan and investment approach. The future of advice is to provide a clear set of strategies that are both structured and fluid. Our plans are developed in an in-depth, collaborative fashion, combining leading technology with the human touch of an experienced adviser with not only expertise but understanding.


Different.

There is a difference

It’s Who We Answer To
We intentionally created Evolution Advisers to be a different kind of financial adviser. We are independent and Fee-Only. That means we work for and with you, and only you. We do not sell anything and don’t receive commissions on any products – even though that’s the dominant model in the industry, though we’re not sure why. Our advice and recommendations will be objective, transparent, honest, and in your best interests.

Concierge-Level Service & A Tough-to-Beat Technology Experience

Our clients are professionals from all fields. They’re retirees and pre-retirees. They’re Millennials. Young families. Small businesses. Women – and they expect outstanding client service, whether it be in-person, by phone, or online. Many of our clients came from that “other” type of adviser and appreciate the difference in the level and breadth of service we provide – and way we provide it.

We Are NAPFA-Registered & That’s Important
The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisers. As members we commit to working in the best interests of those we serve – and we put that Fiduciary Oath in writing. As Fee-Only advisers we never muddle our relationships with sales commissions or other potential conflicts of interest. This does not guarantee success, though it should be noted that we’ve done well by our clients. What it does guarantee is that our interests are aligned squarely with yours.

There’s no better foundation for building your own very unique, financial future.

We invite you to come see how “Fee-Only” advice, means “You-Only” advice.

Services


We believe that a client is more than just an investment portfolio. Every client is different and can present unique needs to the adviser. To meet those needs, we offer three core services, each developed in an unbiased, personalized, and collaborative fashion that only a Fee-Only fiduciary can provide.

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Financial Plan Development


Learn

In a few short months, we can help you develop a clear understanding of how to achieve your financial goals. We start by assessing your financial health and then develop a sustainable plan that improves it. By incorporating all components of your financial life and looking at different scenarios, we can help you be better prepared for the road ahead.


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Investment Management


Learn

Our ongoing investment advisory services integrate state of the art technology to manage your investments with the personal touch of a human adviser who understands you, your family and your unique goals. Be confident that your investments and many components of your financial plan are being monitored and adjusted to keep pace with the world around us.


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Qualified Plans


Learn

Pay less and get more from your small business retirement plan. You and your employees can benefit from a straightforward, transparent approach to a prudently managed 401(k) and profit sharing plan. Lower the cost of saving for retirement and get more support than you thought possible.

About Us

John B. Clair, CFP®

Founder
NAPFA-Registered Financial Advisor

About John

David J. O’Brien, MBA, AIF®, CFP®

Founder
NAPFA-Registered Financial Advisor

About Dave

Penny G. Ohman

Client & Technology Operations Director

About Penny

Lauren Zangardi Haynes, CIMA®, CFP®

NAPFA-Registered Financial Advisor

About Lauren

Lisa M. Spenik

Client Services Administrator

About Lisa

Latest Posts


Here you’ll find the latest Evolution News, thoughts and important communications from our team.




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Client Portal Access

For  Financial Goals Plans, NetX Investor, TD Ameritrade and Qualified Plan Participants, please Click Here