Phoenix, AZ Office

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.