A complete list of active advisors currently associated with Evident Financial
Warmer can help you find a great advisor at Evident Financial or one who fits your needs even better.
AllStreet Financial, LLC, doing business as Evident Financial, provides discretionary investment management, financial planning, retirement-plan consulting, and project-based financial consulting to individuals, trusts, estates, charitable organizations, foundations, and retirement plans. Its services include ongoing portfolio management, coordinated planning delivered via an online client portal, and tax optimization including tax-loss harvesting. The firm’s investment approach is grounded in modern portfolio theory and employs a blend of passive and active strategies, with strategic long-term allocations and tactical adjustments to manage risk and volatility. Portfolio construction emphasizes diversification, cost control, liquidity and tax efficiency, and accounts are monitored through annual reviews and event-driven updates. Evident Financial recently transitioned to SEC registration in April 2026 after growth in assets under management and made concurrent executive and compliance leadership changes, reflecting a recent organizational shift. The firm manages roughly $149.7 million in discretionary AUM across a relatively small client base (about 79 relationships) and requires custodial relationships with Schwab to provide its services; it also offers ERISA-regulated retirement plan discretionary management and participant education, distinguishing it from many peers of similar size.
To learn more about the advisors currently working at Evident Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Erie, PA
| 10
| |
Erie, PA
| 1
| |
Erie, PA
| 5
|
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