Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Johanna M

Series 65

Plano, TX

EVOAdvisors

Johanna Moya is a Series 65-licensed financial advisor with two years of industry experience. She is currently with EVOAdvisors and previously worked at BlueSky Wealth Advisors, LLC. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations with ongoing financial planning and portfolio management. The firm offers fee-only, fiduciary advisory services focused on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar
firm logo

John C

CFP®, Series 65

Richmond, VA

EVOAdvisors

John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar
firm logo

Stephen F

CFP®, Series 65

Richmond, VA

EVOAdvisors

Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar
firm logo

David O

CFP®, Series 63, Series 65

Richmond, VA

EVOAdvisors

David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
user avatar
firm logo

John O

Series 65

Richmond, VA

EVOAdvisors

John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)