Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA)

October 14, 2019

At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.

Business Planning Finding an Advisor General Planning

What’s the Value of a financial advisor?

August 6, 2019

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 ...

A More Fulfilling Life with Diane MacPhee

General Planning Podcasts

Episode 18 – How to lead a more fulfilling life

June 12, 2019

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 ...

General Planning Insurance Investing

Deciphering what you have: peeling back the costs in what you own.

June 7, 2019

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 ...

Finding an Advisor General Planning

Do I need a financial advisor?

May 30, 2019

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 ...

Finding an Advisor General Planning Investing

Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres

April 29, 2019

Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.

General Planning

Fiduciary vs “Best Interest” …don’t settle for false equivalencies!

February 25, 2019

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 ...