Evexia Wealth, LLC logo

Evexia Wealth, LLC

Updated today

Client AUM

$384,868,130

Clients

416

Advisors

8

across 5 offices

About

Evexia Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses. The firm reports roughly $386 million in assets under management and serves clients through an eight‑advisor team spread across multiple offices.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, constructing portfolios from ETFs, individual equities, mutual funds and fixed‑income securities while using cash or reallocation for hedging and rebalancing. Evexia also offers several model portfolios (including an Income Reserve model and named Income Alpha and Green Income Alpha models), provides retirement‑account advice as an ERISA/IRC fiduciary when applicable, and notes occasional use of ETFs whose underlying exposures can include digital assets and option instruments.

Compared with many peers, Evexia is affiliated with an in‑house accounting practice (Evexia Accounting) and discloses that its materials present predecessor and hypothetical performance and other performance results — practices that are relatively uncommon for team firms. The firm’s multi‑office structure, specialized model offerings (including a green income option), and a staff holding designations such as CFA, CAIA and CFP are additional distinguishing features; the brochure also discloses that some advisory personnel hold insurance licenses and receive commission compensation, which the firm identifies as a potential conflict of interest.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed project fees based on expected hours to complete financial planning engagements

Percentage

$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $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 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually

Project-based

Up to $300 per hour for financial planning services

Subscriptions

Ongoing financial planning engagements ranging from $1,800 to $30,000 annually, billed monthly or quarterly in advance

Other

Fee-only: Hourly fees up to $300 per hour; fixed project fees based on expected hours; ongoing planning fees from $1,800 to $30,000 annually, negotiable

Main office

See office

1265 Main Street, Suite 105

Stevens Point WI 54481

Advisors at this office

4

Most active in

Florida · Illinois · Michigan · Minnesota · Oregon · Tennessee · Texas · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kyler E

Series 65

Stevens Point, WI

Evexia Wealth, LLC

Kyler Ernst is a financial advisor with Evexia Wealth, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Evexia Wealth, he worked at Dairyland Power Cooperative and Evexia Accounting, and has been involved with St. Michael's Lutheran Church as an organist. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach, building customized portfolios and offering specialized model portfolios that may include ETFs with digital-asset exposure or option-related strategies.

Private / alternative investments Options & derivatives strategies
user avatar

Jessica H

Series 65

Oregon City, OR

Evexia Wealth, LLC

Jessica Henrickson is a financial advisor at Evexia Wealth, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at BMO Family Office, LLC for ten years. Outside of her advisory role, she serves as a bookkeeper for her husband’s electrician business, Henrickson Electric. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, managing approximately $329 million across 400 client relationships with a long-term, fundamental-analysis investment approach.

Private / alternative investments Options & derivatives strategies
user avatar

Justin K

Series 63, Series 66

Canby, OR

Evexia Wealth, LLC

Justin Kelly is a financial advisor with Evexia Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thrivent Advisor Network LLC, Thrivent Financial, and CTC myCFO. Evexia Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using a long-term, fundamental-analysis approach to build customized portfolios that include ETFs, equities, mutual funds, and fixed-income securities.

Private / alternative investments Options & derivatives strategies
user avatar

Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Private / alternative investments Options & derivatives strategies
user avatar

Jenna L

CFP®, CFA®, Series 66

Stevens Point, WI

Evexia Wealth, LLC

Jenna Laws is a CFP® and CFA® with 17 years of industry experience. She currently serves as an advisor at Evexia Wealth, LLC and previously worked at Thrivent Advisor Network and Thrivent Financial for Lutherans. Outside of her advisory role, Laws is vice president and a board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach utilizing ETFs, equities, mutual funds, and fixed-income securities, and offers specialized model portfolios and in-house accounting services.

Private / alternative investments Options & derivatives strategies
user avatar

Joel R

Series 65, Series 66

Eau Claire, WI

Evexia Wealth, LLC

Joel Revak is a financial advisor with Evexia Wealth, LLC, holding Series 65 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at Thrivent Investment Management, LPL Financial, Royal Credit Union, and INVEST Financial Corp. Evexia Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using ETFs, individual equities, mutual funds, and fixed-income securities, supported by a team of eight advisors across multiple offices.

Private / alternative investments Options & derivatives strategies
user avatar

Benjamin L

Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Benjamin Laws is a financial advisor at Evexia Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Thrivent Advisor Network and Purshe Kaplan Sterling Investments. Outside of his advisory role, Laws is involved in several entrepreneurial and nonprofit activities, including coaching entrepreneurs through MaxLife, LLC and serving as president and board member of 16 Days, Inc., a 501(c)(3) NICU charity. Evexia Wealth is a SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm emphasizes long-term, fundamental analysis-driven portfolios and offers specialized model portfolios alongside continuous portfolio supervision.

Private / alternative investments Options & derivatives strategies
user avatar

Joseph W

CFP®, Series 63, Series 65

Stevens Point, WI

Evexia Wealth, LLC

Joseph Watson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. In addition to his advisory work, he holds a position as a fixed insurance agent. Evexia Wealth provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach across a range of securities and offers specialized model portfolios, including green income options, supported by a multi-advisor team with various professional designations.

Private / alternative investments Options & derivatives strategies
View complete list of advisors at this firm
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”)