A complete list of active advisors currently associated with Evexia Wealth, LLC

Warmer can help you find a great advisor at Evexia Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Evexia Wealth, LLC, 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.