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. 

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Co-founders John Clair, CFP® and David O’Brien, MBA, CFP®, and principal Stephen Fletcher, MBA, CFP®.

Putting Together Your Complete Financial Picture


Develop a plan to help you achieve your personal financial and investment goals


Forecast and evaluate financial risks and identify ways to avoid or minimize their impact


Designate who will receive your assets in the event of your death or incapacity


Maximize tax breaks and minimize tax liabilities by analyzing your specific financial situation


The transition from working and saving to living off of your savings is often stressful.


Understand and optimize the amount of money moving in and out of your accounts

Simplify, Amplify, and Quantify Your 401(k) Experience

Your Experience

At EVOadvisers, we can help you find the simplest, most cost-effective way to achieve your retirement plan objectives, giving you more time to run your business.

Your Experience

Receive proactive support and at-a-glance reference tools to meet plan deadlines and ERISA reporting requirements. Your plan participants can obtain advice from a CFP® professional about their 401(k) based on their unique circumstances at no additional cost.

Your Experience

Our goal is to help you understand and control what you’re paying and who is paying it.

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

Tax Loss Harvesting InvestingInvestment StrategyTax
Tax Loss Harvesting – Why Your Losses Aren’t Really Lost
Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If
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401(k) Plans 401(k) For Business
Three common problems with 401(k) Plans
Three common problems with 401(k) Plans As CFP® professionals, we see a lot of 401(k) Plans. It’s great when our clients have a Plan that’s
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Cyber Crime Prevention Identity ProtectionUncategorized
Fraud & Cyber Crime Prevention
Cyber Crime Prevention can be cumbersome, but when these steps are taken, it can enhance financial security. When it comes to cyber security and your
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