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.
There is a difference
It’s Who We Answer To
When it comes time to choose a financial adviser, what is most important? Performance? Smarts and expertise? Well, both of those are crucial, but they actually don’t top the list. The number one thing that people look for… actually, demand, is “someone who can be trusted to work in my best interests.”
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 we 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.
Who’s paying your adviser?
Why NAPFA Matters
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. Our compensation comes only from our clients. 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.
Who Else Trusts Us
Our clients are professionals from all fields. They’re retirees and pre-retirees. They’re Millennials. Young families. Small businesses. Women. We’ve found that they aren’t afraid to “ask for directions,” which could help a lot of people get to where they’re going if they did. And hopefully you. Many of our clients came from that “other” type of adviser. And all of them appreciate getting financial advice in clear, relatable language and materials. They also like knowing that our recommendations are never swayed by anyone else’s money.
We were founded on the principles of transparency, objectivity, and honesty. There’s no better foundation for building your very own, very unique, financial future. We invite you to come see how “Fee- Only” advice, means “You-Only” advice.
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.
Financial Plan Development
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.
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.
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.