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
On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead a fulfilling life both in and out of the...... more
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to organizing and making...... 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
Recently, our own Dave O’Brien, Principal at Evolution Advisers was quoted in an InvestmentNews article regarding the SEC’s recent proposal Regulation Best Interest.   Why this matters: Consumers need...... 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
It’s Just Stuff We are so excited to have friend and host of A&E’s hit show HOARDERS Matt Paxton on our show. We talk about his new business Legacy...... more