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Terry T

Series 63, Series 65

Boerne, TX

Evidence Advisors Investment Management

Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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Wyatt M

CFP®, Series 63, Series 65

Boerne, TX

Evidence Advisors Investment Management

Wyatt Moerdyk is a CFP® with 22 years of industry experience, currently serving as an advisor at Evidence Advisors Investment Management since 2016. He is also licensed to sell life, annuities, and long-term care insurance. Evidence Advisors Investment Management is a small registered investment adviser managing approximately $78 million for about 88 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using an evidence-based investment approach centered on passively managed portfolios and supported by academic research and Modern Portfolio Theory.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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