Your Fee-Only Financial Advisors
Financial Advisor Richmond
We built a company that 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 your fiduciaries, we have the legal obligation and sworn oath to avoid conflicts of interest and make the best recommendations we can to get you closer to reaching your goals. We take as much care in managing your portfolio and creating your financial plan as we do for our own.
You-Only Financial Planning
You are at the center of everything we do. We are independent. We have no corporate edict or cookie cutter plans or products to sell you. We build custom plans that are appropriate for your needs only.
Fee-Only Fiduciaries
Our fee-only service model aligns our interests and ensures we put you first. We don’t sell you financial products to earn a commission. We remain free from conflicts of interest. Our legally-binding role as fiduciaries ensures you are always our top priority.
The EVO Experience
Life evolves and we believe your financial plan should too. We consider your unique situation when building your plan and know, as you face major life events, that plan may need to be adjusted. We are available to talk on a regular basis to assess and adjust your financial plan and stay on track to meet your goals.
Interested in Learning More ?
Whatever your financial goals, it’s important for you to get started as soon as
possible – even if you don’t choose us.
For anyone already working with a financial advisor, we always like to say
“Call Us Second.” You’ll be glad you did.
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The EVO Difference
Fiduciaries put YOU first. One of the first questions you should ask a financial advisor is if they will put their fiduciary duty to you in writing. They may only follow a weaker “suitability standard” that could put your interests behind their own.
We believe the Fee-Only fiduciary model is the best way to serve our clients and gets the best results for our clients. Financial Advisor Richmond
Our home is in Scott’s Addition, Richmond, VA.
We invite you to visit our offices in the heart of Scott’s Addition at 2917 W Leigh Street near the intersection of W Leigh Street and Arthur Ashe Boulevard.
Meet Our Team
Our advisors are experts in their field with advanced degrees and planning designations as well as the experience you need. We prioritize regular contact with our clients to help you make the best financial decisions. We are here when you need us.
Frequently Asked Questions
What’s it like working with EVOadvisers?
Every client relationship begins by developing your financial
plan. We start by meeting “face-to-face” to really get to know
you and develop a clear understanding of your current desires
and long-term goals. We follow up with our findings–your life
goals, dreams, challenges, risk profile, asset allocation,
recommended investments and so much more–in an in-depth
financial report preparing you for the road ahead. Your financial
plan becomes the framework for decisions that follow.
How do I know if we’re a good fit?
We know a principle isn’t truly a principle until it costs us
something. By voluntarily working on a “Fee-Only” basis, we
choose to “walk the walk” by not placing our interests ahead of a
client’s and not recommending products that would earn our firm
commissions at a client’s expense. This is how we earn and keep
our clients’ trust. We also strive to offer the kind jargon-free
clarity and transparency that we wish to see in the rest of the
financial world.
Most of all, we embrace the idea that money is a means to an
end and not an end itself. It is our families, communities and
planet that matter more. So we strive to help our clients do well
so they may do more good for others.
How does EVO charge for its services?
Our fee is determined by our Flat Fee Schedule, but may be
adjusted for clients that have more complex planning needs.
Our minimum annual fee is $7,500.
What’s important about the Certified Financial Planner™ (CFP®) professional designation?
CERTIFIED FINANCIAL PLANNER™ certification is the standard of
excellence in financial planning. CFP® professionals meet
rigorous education, training and ethical standards, and are
committed to serving their clients’ best interests today to
prepare them for a more secure tomorrow.
What’s important about "fee-only"?
A fee-only advisor is compensated only by the fees he or she
directly charges to clients and not by commissions earned from a
sale of a financial product.
What’s important about "fiduciary"?
Advisors who follow a fiduciary standard are required to put their
clients’ interests first—before their own financial interests or
their firm’s sales goals. That means the advice they give you will
be based solely on what’s best for you, whether or not it benefits
them or their employer.
Let's set up a meeting!
News, podcasts and insights for you
3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts
Apple has recently launched a high-yield savings account, which offers competitive interest rates and robust security. However, it is currently only available to residents of specific regions and requires users to own and use Apple devices.
Traditional brick-and-mortar savings accounts are widely available and offer face-to-face customer service, but they typically have lower interest rates and potential fees.
Emerging digital savings accounts offer higher interest rates, convenience, and low or no fees. However, they lack the option for face-to-face customer service and may have limited product offerings.
Ultimately, the best savings account for you will depend on your individual needs and preferences. It is important to consider factors such as interest rates, fees, convenience, and customer service before making a decision.
Investing in Art Using Masterworks® – is it Worth the Hype?
Investing in Art can be confusing, we set out to help clear up some of the hype around art investing and when it can and cannot be suitable.
EVO Welcomes their Newest Principal, Stephen Fletcher
We are happy to announce that Stephen Fletcher, our Lead Financial Planner, is now our newest Principal. Congratulations, Stephen! Before joining EVO, Stephen worked in North Carolina with BlueSky Wealth Advisors as a Senior Wealth Advisor and Director of Advisory Services. Stephen oversaw the advisory team of 12 and was responsible for maintaining key client
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