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

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

Evidence Wealth serves individual and high-net-worth clients with discretionary investment management and project-based financial planning, and it also provides non-discretionary advice for employer-sponsored retirement accounts and certain non-custodial products such as variable life and annuity contracts. The firm charges asset-based, flat, or hourly fees depending on the service and documents client objectives and constraints in an investment policy statement (IPS). The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in efficient markets, with portfolios allocated across diversified, risk-based asset classes and typically implemented primarily through ETFs and mutual funds sponsored and managed by Dimensional. Evidence Wealth generally manages client accounts on a discretionary basis, constructs model portfolios using Dimensional funds, and will retain individual equities in limited cases for tax or personal reasons while conducting periodic account reviews. Distinctive features disclosed in the brochure include the firm’s concentrated use of Dimensional funds and the receipt of software and continuing-education support from Dimensional, which the firm identifies as a potential conflict of interest. The six-advisor team manages about $56.8 million for roughly 140 clients, typically requires a $250,000 account minimum, and notes certain personnel have ancillary business activities (a licensed insurance agent earning commissions and a staff member offering tax preparation and bookkeeping) that are disclosed as potential conflicts.

To learn more about the advisors currently working at Evidence 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.