A complete list of active advisors currently associated with Evolution Financial LLC

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

Evolution Financial LLC is a fee-only, independent advisory firm that serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. Its services center on comprehensive financial planning paired with ongoing asset management, and the firm also provides employee benefit plan advisory and participant education for employer plans. The firm typically provides asset management only in conjunction with financial planning, working with clients to define goals, time horizons, risk tolerance, and asset allocation before recommending portfolios composed of mutual funds, ETFs, and individual securities. Evolution Financial uses charting and fundamental analysis and implements both long‑ and short‑term purchase strategies, with discretionary trading performed only when authorized and certain retirement accounts managed on a non‑discretionary basis. Compared with many solo independent advisers, Evolution Financial is notable for advising employer-sponsored retirement plans and acting as an ERISA fiduciary for plan sponsors, including assisting with plan structure, investment options, and participant education. The firm also conducts educational speaking engagements and may utilize investment‑only variable annuity platforms (without receiving sales commissions), integrating such assets into its managed portfolios.

To learn more about the advisors currently working at Evolution Financial 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.

Name	Location	Years of experience
Sue Peck	Madison, WI	12

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