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Evan Michael Shiley

Advisor at SevenBridge Financial Group, LLC — Harrisburg, PA

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Harrisburg, PA 17110

SevenBridge Financial Group, LLC logo

SevenBridge Financial Group, LLC

Team

Total advisors

3

Across 2 offices

Clients per advisor

134 Very High

Avg AUM per client

$1,746,247 High

HNW client ratio

35% Typical

About

Evan Shiley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at SevenBridge Financial Group, LLC since 2025 and previously held roles at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, Shiley serves as an assistant offensive line coach for the Cedar Cliff High School football team. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, core-satellite investment approach incorporating fundamental, technical, cyclical, and behavioral analysis, with active options strategies and alternative investments for certain clients.

Client services

Based on SevenBridge Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on SevenBridge Financial Group, LLC

Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001+: 0.80% annually

Other

Fee-only: Financial planning fixed fees range from $5,000 to $25,000; Business consulting fixed fees up to $150,000, both negotiable

Location

See office

Harrisburg, PA

3401 North Front Street, Suite 301

Harrisburg PA 17110

Advisors at this office

2

Most active in

Pennsylvania

Work history

7 years of industry experience

SevenBridge Financial Group, LLC

2025 - Present • 1 year

Harrisburg, PA

Cambridge Investment Research Advisors

2022 - 2025 • 3 years

Fairfield, IA

Cambridge Investment Research, Inc.

2022 - 2025 • 3 years

Fairfield, IA

Concourse Financial Group Advisors

2021 - 2022 • 1 year

Camp Hill, PA

Concourse Financial Group Securities, Inc.

2019 - 2022 • 3 years

Camp Hill, PA

KCA Wealth Management

2019 - 2025 • 6 years

Camp Hill, PA

KCA Wealth Management

2018 - 2019 • 1 year

Camp Hill, PA

Lebanon Valley College

2015 - 2019 • 4 years

Annville, PA

Event Central Rental and Sales

2015 - 2017 • 2 years

Mechanicsburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor with Victus Wealth Management in Enola, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management is an independent registered investment adviser primarily serving individual and high-net-worth clients. The firm provides ongoing asset management and financial planning, using a combination of fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, and is known for offering public seminars at no cost.

General retirement planning Income planning
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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