A complete list of active advisors currently associated with Evoke Financial Services, LLC

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

Evoke Financial Services is a small independent registered investment adviser that serves individuals, high‑net‑worth clients, and some institutional clients, managing roughly $55.8 million for about 80 clients. The firm offers discretionary and non‑discretionary portfolio management and comprehensive financial planning, and generally charges percentage‑of‑assets‑under‑management fees while operating as a solo practitioner. The firm builds client portfolios tailored to documented goals and risk assessments, using fundamental analysis, strategic asset allocation, and periodic monitoring and rebalancing. Although clients may independently establish margin borrowing on their custodial accounts, the firm discloses that it does not recommend or employ margin in its managed portfolios and excludes cash balances from its advisory fee calculation. What is most distinctive is the principal’s active involvement in organizing and investing in private film financing vehicles and affiliated production companies; these private placements are disclosed as high‑risk, may include compensation to affiliated entities, and are not recommended by the firm. The principal also conducts insurance sales and provides certified exit‑planning consulting outside the advisory business, activities the firm discloses as potential conflicts of interest it monitors.

To learn more about the advisors currently working at Evoke Financial Services, 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.