Richmond, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
EVOAdvisors
Team
Firm-wide stats for EVOAdvisors
About
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.
Based on EVOAdvisors
Expertise
Based on EVOAdvisors
Location
2917 West Leigh Street
Richmond VA 23230
Advisors at this office
4
Advisors at this office
John C
CFP®, Series 65
Richmond, VA
EVOAdvisors
John Clair is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been with Evolution Advisers since 2016. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, providing ongoing financial planning and portfolio management along with a Qualified Retirement Plan Program. The firm uses a fee-only, fiduciary approach with evidence-based investment strategies, emphasizing strategic asset allocation, diversification, and use of no-load mutual funds and ETFs.
Stephen F
CFP®, Series 65
Richmond, VA
EVOAdvisors
Stephen Fletcher is a CFP® professional with 10 years of industry experience. He currently works at EVOAdvisors, where he has been since 2022, after five years at Bluesky Wealth Advisors, LLC. Stephen holds a Series 65 license and is based in Richmond, VA. EVOAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations, offering financial planning and portfolio management through fee-only, fiduciary advisory programs. The firm emphasizes evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
David O
CFP®, Series 63, Series 65
Richmond, VA
EVOAdvisors
David Obrien is a CFP® with 21 years of experience in the financial industry. He has been with Evolution Advisers since 2016, contributing to the firm’s advisory services. EvoAdvisors serves individuals, business owners, trusts, employer retirement plans, and charitable organizations by providing financial planning, portfolio management, and a Qualified Retirement Plan Program. The firm employs a fee-only, fiduciary approach, focusing on evidence-based investment themes, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
John O
Series 65
Richmond, VA
EVOAdvisors
John O'Brien is a financial advisor at EVOAdvisors with a Series 65 designation and four years of industry experience. His prior work includes roles at Mercaris, Wild Earth Fermentation, and Virginia Tech. EVOAdvisors provides financial planning and portfolio management services to individuals, business owners, trusts, employer retirement plans, and charitable organizations. The firm follows a fee-only, fiduciary model and focuses on evidence-based investment strategies, strategic asset allocation, and broad diversification using no-load mutual funds and ETFs.
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