Welcome to EVOadvisers
We plan so you can ... Relax Live your best life Move forward Secure your future
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Fee-Only Financial Advisors
EVO is a rare “fee-only” firm, meaning we only work for you and your needs — not sales commissions, like 97% of other advisors do. As fiduciaries to our clients, we avoid conflicts of interest and make the best recommendations to get you closer to reaching your goals. We take great care in managing your portfolio and creating your financial plan.
Co-founders John Clair, CFP® and David O’Brien, MBA, CFP®, and principal Stephen Fletcher, MBA, CFP®.
Putting Together Your Complete Financial Picture
How can we help you?
Our Client Stories
Put us to work for you
Confidently Manage Your Finances
Your life is busy, and handling your financial situation can seem daunting. You could go at it alone if you really want to, but why try to handle it yourself when an experienced advisor can do it with confidence?
Streamlined Process, No Industry Jargon
Our streamlined process allows you to jump straight to living your best life while we keep an ever-watchful eye on your financial wellness. We offer smart, straight talk, with less industry jargon so you won’t be in the dark.
How Our Fees Work
You are more than the size of your portfolio. At EVO, we have no minimum portfolio size.
News, Podcasts, & Insights
The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical …
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.
On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.