About Us

We joined forces to build EVOadvisers, a unique type of firm to serve you, after decades of globe spanning careers in a number of GE businesses.

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.

We made our “You-Only Advice ™” easier for people to get started by offering free online resources, a simple, clear fee structure and an easier onboarding process. Plus we offer smart, straight talk with less jargon.

We anchored our work in our Capitalism with a Conscience philosophy, guided by the generous spirit of our investing hero, the legendary Jack Bogle, founder of Vanguard. Our clients truly appreciate our work. In fact it is gratifying to us that after 13 years, over  90% of our clients are still with us.

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Press

Brokers Fight Rule to Favor Best Interests of Customers

The New York Times
June 12, 2014

Saving for Bucket List That’s Likely to Evolve in Years Before Retirement

The New York Times
June 12, 2014

The Rise of the Registered Investment Adviser

Bloomberg Businessweek
March 3, 2011

Certifications

We are NAPFA-Registered.

We are NAPFA-Registered.

The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors. As fiduciaries we commit to working in the best interests of those we serve. We never muddle our relationships with sales commissions or other potential conflicts of interest. This means our interests are aligned squarely with yours. There’s no better foundation for building your own very unique, financial future.

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We are Certified Financial Planner™ (CFP®) professionals.

We are Certified Financial Planner™ (CFP®) professionals.

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. You should ask if your financial planner is a CFP® Professional.

Unfortunately, anyone can call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP Board are CFP® certified. This vital industry certification marks a high level of competency, ethics and professionalism. We are required to act solely in your best interest. Less than 1% of those who say they are financial planners have earned the CFP® marks. You don’t have to choose us, but make sure you choose a CFP®.

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CFP® advisors must follow the 4 E’s:

CFP® Professionals must follow the 4 E’s:

  • EDUCATION: Develop theoretical and practical knowledge via a financial planning curriculum at a university approved by the CFP Board.
  • EXAMINATION: Pass the CFP® 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 CFP® trademark.
  • ETHICS: Uphold the highest of standards as outlined in CFP Board’s Standards of Professional Conduct including integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

CFP® professionals are subject to CFP Board sanctions if they violate these standards.