Fee-Only Financial Planners—

YOU are at the core of all we do.

Fee Only means you first

Reasons why 90% of our clients are still with us:

Transparency

“EVO is different. It’s a core value. It’s transparency. They never passed any judgements on our lives or our money. They were most interested in our goals and how we navigate there.”

– Mary, Certified Registered Nurse Anesthetist, Phd,
Client since 2011

“I started managing the money received from the sale of our company myself, but quickly realized I didn’t want to do it. I needed professionals to help. I implicitly trust EVO. They’ve been successful and create success for others.”

– Randy, IT Entrepreneur,
Client since 2011

Trust

Care

“We signed on because our life was getting complicated. I knew we needed a little more help than when we just had a 401K. It helps to have another set of eyes you can trust on something this complicated.”

– Joanna, Senior Digital Executive,
Client since 2010

Blog & Podcasts

December 20, 2021To Shred or Not to Shred?How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us... More
October 7, 2021Episode 30 – Is Your Estate Plan In Good Shape?This week we’re joined by Mike Bennett to chat about taking control in your estate plan. More
June 1, 2021Episode 29 – VA529’s Newest Tuition TrackingThis week we’re joined by Mary Morris to chat about VA529's newest Tuition Track option. More
May 29, 2021The Five-Year Rule on Roth IRA WithdrawalsYou may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually,... More
May 26, 2021Should I Use Life Insurance for College Funding?Parents of young children have a lot to plan for. College is a big expense and requires a strategy... More

3 common
reasons people call us—

My finances have outgrown me.

Does this sound like you? “I’m a super busy professional with more than a 401K to worry about. I don’t have time and I don’t know where to start.” We can help you build the life and future of your dreams.

Here’s how →

Big life event –
I need help.

Did you just get a big new job, sell a business, get married, or have a child? Are you planning for retirement? Are you about to divorce or get an expected inheritance, and you don’t know where to begin? We’ll support you through the process every step of the way.

Learn More →

How do I know if my advisor is still right for me?

The old adage is true: “Breaking up is hard to do.” But you are not alone. We’ll help you figure out what kind of advisor is right for you or if you should even change. If we are the right fit, we’ll walk you through a smooth transition.

Here’s how →

Our Focus—

EVOadvisers traces its roots back to 2006. After a combined 30 years as senior leaders in technology and finance at a Fortune 50 company, we joined forces to form a new kind of Fee-Only financial advisory firm to serve people better.

90%

Our clients trust in what we do.

After 13 years working with our clients, over 90% are still with us and most of our new clients are people they have referred to us. In fact, it is an even bigger compliment when our clients ask us to help their moms. We love that.

We only work for you and your needs. We do not accept sales commissions, like 97% of other advisors do.

We feel accepting sales commissions leads to unacceptable conflicts of interest. We call our straightforward approach “You-Only Advice®,” and it is anchored in our Capitalism with a Conscience philosophy.

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So whatever your personal financial goals, we believe it’s important for you to get started, even if you don’t choose us.

Next Steps -

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Are you in research mode?

We want to help you on your journey even if you don't choose us. Check out EVOacademy for all sorts of free resources, including podcasts, videos, articles, and even a Financial Planning Jargon Decoder.

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Need to know more about EVO?

We're totally transparent. Read about what "You-Only Advice®" is , what our values are (which guide all our financial advice), and why people like working with us.

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Ready to talk?

Start with a quick, free, no-obligation, 15-minute call. No pressure, just answers.

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"If your 401(k) account balance is more than $5,000, you don't have to take it with you right away. It's a better idea to wait until you're ready to roll that money into an IRA, since many employees don't roll their cash into a new plan immediately and could miss out on some of a market rebound."

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"Your 401(k) is already a tax-deferred vehicle. It kills me when we see an annuity in a tax-deferred IRA because you doubled up."

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“Keep your behavior in check, keep your emotions in check, keep investing.”

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“Best interest doesn’t mean anything. Fiduciary means something. It introduces more confusion. I hope the SEC will listen to the adviser community and define ‘best interest.'”

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“We’re providing a service that’s unique to each client… To the layman they may seem the same, but they’re not.”

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“David O’Brien of Evolution Advisers recommends asking your financial professional to put it in writing if they are a fiduciary to you.”

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“Establish a ‘cash bucket’ to help cover any emergency needs. You could refill the bucket occasionally at your discretion—when it’s getting low and when your investment account is relatively high.”

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“But owning a second home is often far more expensive and stressful than buyers, or dreamers, imagine. ‘These properties are for family memories, not capital appreciation.'”

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“David O’Brien, a certified financial planner, has tried to repair the retirement portfolios of several victims over the years.”

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