Top financial advisors in Evanston, WY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Evanston, WY, and are managing your wealth, you might need an advisor who understands how to protect your assets in a low-population area with unique tax rules. A common mistake is overlooking federal tax strategies or Wyoming's favorable trust laws, which can affect your estate planning and asset protection.
- Federal tax focus. Since Wyoming has no state income tax, ask how they optimize your federal income tax, property tax, and sales tax liabilities.
- Trust and estate expertise. Confirm their experience with Wyoming's strong trust laws to help safeguard your estate.
- Wealth preservation strategies. Look for advisors who consider the impact of low population density on your long-term financial security.
- Local market knowledge. Ensure they understand Evanston's economic environment and how it influences your investment and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bradley M
CFP®, Series 63, Series 65
Evanston, WY
ELE Advisory Services, Inc
Bradley Maples, based in Evanston, WY, offers expertise in annuities and college savings plans, supported by 14 years of experience and CFP® certification. His firm, ELE Advisory Services, provides flat-fee financial planning and employs fundamental analysis with client-specific investment policies, distinguishing him through a personalized approach and flexible fee options compared to other local advisors.
Experience: 15 years
Avg account: $117,049
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William B
Series 66
Evanston, WY
OSAIC
William Barker's affiliation with Osaic Wealth, a large SEC-registered firm, equips him to address Evanston's unique tax and estate planning needs through a structured investment approach and diverse investment options. His four years of experience, Series 66 license, and flat-fee structure for planning services differentiate him from others by offering transparent pricing and collaboration on retirement and insurance solutions.
Experience: 5 years
Avg account: $398,336
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Summer P
Series 66, Series 63, Series 65
Evanston, WY
Ameriprise
Summer Pendleton specializes in retirement income strategies and Social Security optimization, making her well-suited for clients approaching retirement in Evanston, WY. Working with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she serves clients with at least $1 million in investable assets and charges a 0.15% AUM fee, differentiating her through a blend of tax-efficiency analysis and broad financial services.
Experience: 10 years
Avg account: $471,167
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Heather P
Series 66
Evanston, WY
Edward Jones
Heather Payne at Edward Jones in Evanston, WY, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, addressing federal tax strategies and estate planning needs. Affiliated with a large firm managing over $1 trillion in assets, she provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing her from advisors at smaller firms.
Experience: 1 year
Avg account: $246,728
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Alexander C
Series 63, Series 66
Rock Springs, WY
Empirikal Partners LLC
Alexander Corriere offers 21 years of experience and specializes in business exit strategies and cash flow management, which can be crucial for high-net-worth clients in Evanston, WY. His firm, Empirikal Partners LLC, manages $88 million across 170 clients with a client-specific investment approach, providing discretionary portfolio management and financial planning tailored to trusts, estates, and business entities.
Experience: 21 years
Avg account: $439,698
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