A complete list of active advisors currently associated with Evanoff Financial Advisors

Warmer can help you find a great advisor at Evanoff Financial Advisors or one who fits your needs even better.

The firm provides discretionary portfolio management primarily for individual clients, including a smaller segment of high‑net‑worth individuals and up to 10% charitable organizations. It also acts as an insurance broker/agent and discloses occasional life‑insurance sales to advisory clients, and it generally collects fees on an asset‑based basis common among independent advisers. The firm retains authority to determine securities and trade sizes for client accounts and reports offering market‑timing services as part of its trading activities. It relies on third‑party timing signals to inform trading decisions. Compared with peers, the firm is unusual for combining market timing, insurance brokerage activity, and a client mix that includes charitable organizations. The Form ADV discloses that the third‑party timing provider may be compensated based on assets under management and that the adviser may occasionally sell life insurance to clients; the firm manages roughly $20.5 million across its accounts as a solo adviser.

To learn more about the advisors currently working at Evanoff Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.