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Underwriting NPR’s Roben Farzad

At Evo we believe that knowing more about how the world works and how finance fits in is always important.  The problem is our industry does a terrible job making finance accessible. So, we have teamed with seasoned NPR journalist Roben Farzad to make it better.  We are underwriting Full Disclosure Radio Show and Podcast on public radio’s WCVE. “The …

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Q4 – 2018 Quarterly Market Review

Click Here For Q4 – 2018 Quarterly Market Review “We want important information to be easily accessible to our clients. Understanding that most clients will see this on their phone we have formatted our Quarterly Review for that specific purpose. If you’d like to see it in a different format let us know and we’ll be happy to send it to …

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It’s Just Stuff

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 Navigator, and the importance of letting go of stuff while leaving behind something more important. We hope you have as much fun listening as we did recording this episode! Listen to …

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In Pursuit of a Better Investment Experience

In Pursuit of a Better Investment Experience In this episode, the EvoFi team is joined by Dimensional Fund Advisors’ Russell Brockett, CFA, CFP, who helps us better understand and navigate ways to get the most out of your investment dollar. Listen to ‘In Pursuit of a Better Investment Experience’ on Spotify, iTunes, and Podbean!

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Finding The Right Problem to Solve

Finding The Right Problem to Solve We know that the legal and financial aspects of a new business can be challenging, but what about the idea behind the business? Are you starting off on the right foot with a problem that requires solving? Former Disney and Martin Agency executive Neil Patel joins us to talk about the Big Idea that …

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Here & Now

Check out our friend, Roben Farzad (@robenfarzad), on NPR’s “Here & Now” yesterday talking about the recent ups and downs of markets. His advice – stay balanced and calm…and maybe go make a sandwich. Click Here to Listen

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Movin’ on up – Residential Real Estate

Movin’ on up – Residential Real Estate We are excited to announce our newest podcast covering Real Estate is airing today! Cabell Childress of the Cabell Childress Group joins us to talk about the basics of real estate. Cabell walks us through details of buying and selling a home like setting the right sales price for your home, prepping the …

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The ABC’s and 123’s of Medicare

On this week’s episode the EvoFi team welcomes Bryan Gay owner of Boomer Insurance Group, a boutique insurance agency specializing in expert Medicare insurance advice. Bryan is a 16-year veteran of the labyrinth that is Medicare and gives us some of the best insight to ever grace a microphone. He walks us through how to enroll in Medicare, when the …

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Welcome Mariame Pierce!

We are very excited to share the news that Mariame Pierce has joined our team as an Associate Financial Planner. Our mission is to offer a level of planning services that make a difference in our client’s lives, and this new role expands on our capabilities to support you, our clients. Mariame is a recent graduate of Virginia Tech’s Financial Planning program, one of the top …