A complete list of active advisors currently associated with Evolution Vision Wealth Management
Warmer can help you find a great advisor at Evolution Vision Wealth Management or one who fits your needs even better.
Evolution Vision Wealth Management provides discretionary asset management and integrated financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm reports $65,401,042 in discretionary assets under management across 98 client relationships and constructs portfolios using stocks, bonds, mutual funds, ETFs and other public and private securities. Portfolios are tailored to each client, with continuous monitoring and rebalancing and financial planning offered as part of the asset management service at no additional cost. The firm combines fundamental analysis with technical methods — including charting and cyclical analysis — and frequently uses bond funds, ETFs and index funds alongside individual securities. Distinctive features include the firm’s recent start-up timeline (formed 2023; in business as an investment adviser since March 2026) and dual ownership structure, combined with a small advisory team (two advisors) managing a multi‑million dollar asset base. The brochure also notes the firm’s recommendation of Schwab as custodian, use of self-directed VantageIRA accounts (for which the firm does not charge advisory fees), and an average account size of roughly $667,000, indicating a client base weighted toward larger accounts.
To learn more about the advisors currently working at Evolution Vision Wealth Management, 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.
You can also browse Evolution Vision Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 7
| |
Glenwood Springs, CO
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)