You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors based on their compensation...... more
At EVOAdvisers, we select the lowest cost share class available for a client. That’s what a fiduciary should do — put their client’s interests before their own.... more
At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.... more
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical of advisors who...... more
Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching time go by while those goals aren’t met. ... more
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do. ... more
Have you heard us talk about NAPFA? It’s something we talk about frequently at EVO because we believe so deeply in NAPFA’s values that we aligned our values with...... more