The value of a long-term relationship
We Work For You
After decades of globe-spanning careers in a number of GE businesses, our team joined forces to create EVOadvisers. We are a âFee-Onlyâ firm, meaning we only work for you and your needs, not sales commissions, like 97% of other advisors do.
Less Jargon, More Clarity
Our goal is empower you to confidently understand your finances. That’s why we offer smart, straight talk with less jargon. We also offer free online resources, a simple and clear fee structure, and an easier onboarding process. Â
Longterm Loyalty
Thanks to the anchoring philosophy, Capitalism with a Conscience, that has guided us for over 13 years, over 90% of our clients are still with us.
Meet the Team
Co-Founder
David J. OâBrien, MBA, CFPÂź
Co-Founder
John B. Clair, CFPÂź
Principal
Stephen E. Fletcher, MBA, CFPÂź
Financial Planner
Taylor Schmaltz, MBA, CFPÂź
Director of Operations
Jessica Diabo, FPQPÂź
Portfolio Manager
Jack OâBrien, CIMAÂź
Summer Intern
Kathryn Mundie
Financial Planning Support Specialist
Jessica Fletcher
Co-Founder
David J. O’Brien, MBA, CFPÂź
Co-Founder
John B. Clair, CFPÂź
Principal
Stephen E. Fletcher, MBA, CFPÂź
Financial Planner
Taylor Schmaltz, MBA, CFPÂź
Financial Planner
Jamie Lynn Byram, Ph.D, MBA, CFPÂź, AFCÂź
Director of Operations
Jessica Diabo, FPQPÂź
Portfolio Manager
Jack O’Brien, CIMAÂź
Financial Planning Support Specialist
Jessica Fletcher
Certifications
We are NAPFA Registered
The National Association of Personal Financial Advisors is the countryâs leading professional association of Fee-Only financial advisors. As fiduciaries, we commit to working in the best interests of our clients. We never muddle our relationships with sales commissions or other potential conflicts of interest. This means our interests are aligned squarely with yours. Thereâs no better foundation for building your unique financial future.
We are Certified Financial Plannerâą (CFPÂź) Professionals
You should ask if your financial planner is a CFP(R) professional. You expect that your physician is an MD, your accountant is a CPA, and your attorney has a JD. These designations reflect years of education, rigorous examination, experience requirements, and being held to high ethical standards.
Unfortunately, anyone can call themselves a “financial planner,” but only those who have fulfilled the Education, Examination, Experience and Ethics requirements of the CFP Board are CFP(R) professionals. This vital professional certification is the standard of excellence for financial planners.
Unfortunately, less than 1/3 of those who say they are financial planners have earned the CFP(R) marks. You don’t have to choose us, but make sure you select a CFP(R) professional.
CFPÂź professionals Must Follow the 4 Es
- EDUCATION: Develop theoretical and practical knowledge via a financial planning curriculum at a university approved by the CFP Board.
- EXAMINATION: Pass the CFPÂź Certification Exam, which tests their abilities to apply financial planning knowledge to real-life situations.
- EXPERIENCE: Complete several years of hands-on experience delivering financial planning services to clients prior to earning the right to use the CFPÂź trademark.
- ETHICS: Uphold the highest of standards as outlined in CFP Boardâs Standards of Professional Conduct including integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
CFPÂź professionals are subject to CFP Board sanctions if they violate these standards.
Press
BloombergQuint
Kiplinger’s
InvestmentNews
Bloomberg Business
New York Times
News, Podcasts, & Insights
InvestingInvestment Strategy Presidential Elections – Stay the Course
General Planning LIFE series: Having a Baby
401(k)Employee BenefitsFinding an Advisor