A complete list of active advisors currently associated with EVO Advisors

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

EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management as well as a Qualified Retirement Plan Program. The firm’s brochure describes two primary advisory programs—the Financial Planning and Investment Advisory Services Program and the Qualified Retirement Plan Program—through which it delivers investment implementation, monitoring, and participant education. The firm presents a fee-only, fiduciary approach and typically constructs individualized portfolios around written Investment Policy Statements, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs. EvoAdvisors emphasizes evidence‑based themes (market efficiency, diversification, risk/return tradeoffs), regular rebalancing, online reporting, and use of third‑party research and institutional custodians (Altruist and Matrix Trust Co.). Compared with many peers, EvoAdvisors’ public materials include client testimonials, an uncommon advertising practice for team firms, while its brochure also stresses that it does not accept commissions, 12b‑1 fees, or other third‑party compensation. The firm’s retirement-plan offering highlights fiduciary adviser services and individualized, fee‑neutral participant advice generated by a computer model, and its policies note that during sudden market declines rebalancing priority is given to clients with larger asset balances.

To learn more about the advisors currently working at EVO 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.