Evan Luongo, CFP®

Helping busy professionals and solopreneurs delete their financial stress

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NoDa Wealth Management Evan Luongo, CFP®
Charlotte, NC

Serving Clients Nationwide

Helping busy professionals and solopreneurs delete their financial stress

6 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Evan Luongo, CFP®

With over 7 years of experience at Dimensional Fund Advisors, Evan Luongo, CFP®, knows a thing or two about navigating the complex world of finance.

As a Regional Director since 2022, he’s provided investment advice to hundreds of Financial Advisors. Now, as the founder of NoDa Wealth, Evan blends his industry expertise with a personal touch, offering tailored financial planning for busy professionals.

Whether you’re focused on career growth, planning for a family, or building your wealth, Evan is here to simplify your financial journey and help you thrive today and in the future.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

Charlotte, North Carolina

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free assessment and learn how our 3-step process can streamline your finances and enhance your wealth management. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About NoDa Wealth Management

NoDa Wealth helps busy professionals delete their financial stress and make the most of their wealth building years.

Why Choose NoDa Wealth?

We get it — managing money while juggling career growth, family, and everything else can be a lot. We simplify your financial decisions so you can focus on living life now, while making sure your future is covered. Stress-free, straightforward, and totally personalized.

At NoDa Wealth, we are...

✔️ Tailored for Life's Biggest Moments

We help you plan for major life transitions, like career changes or starting a family, while still living your best life today.

✔️ Transparent, No-Nonsense Strategies

Our approach is clear and straightforward—data-driven solutions that eliminate the guesswork and keep you on track.

✔️ Certified Experts You Can Trust

With CFP® professionals and fiduciaries on your side, you get expert advice that’s all about making your money work for you.

Rooted in NoDa, Serving Busy Professionals Across America

At NoDa Wealth, we proudly call NoDa our home—it's where our brand was born—a neighborhood in Charlotte, North Carolina.

While we have deep ties to this vibrant neighborhood, our mission extends far beyond local borders. We serve clients across the U.S., offering personalized financial guidance that resonates with busy professionals.

Education

Penn State University, Bachelor's Degree, Finance, General

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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An outstanding advisor!

✅ Wealthtender Certified Advisor Review™
Jun 20, 2025
I can't say enough good things about Evan! From our initial consultation to our more in-depth financial meetings where we get into the nuts & bolts, you can immediately feel his passion and personality shine through. I was looking for someone who was extremely hands-on and thorough with my finances (my retirement especially), and was able to listen closely to my needs and input as we moved along. I've worked with other advisors that basically just collect a fee for investing your money and that's about it. Evan shows you EXACTLY what he's going to do, WHY he's going to do it, and HOW it's going to affect you in various situations. He's a huge asset to me and is an incredible team member. I've already referred him to many of my close friends and family and will continue to do so. If you need an advisor, or just someone to take a look at your situation - Evan is your guy!! 10/10
Relationship to Financial Advisor: Client as of Jun 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel Padgett
Daniel Padgett

5 Stars

✅ Wealthtender Certified Advisor Review™
May 29, 2025
Evan is a knowledgeable and professional financial advisor who truly cares about his clients. He’s trustworthy, thoughtful, and always focused on what’s best for them. Highly recommend!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kate Bailey
Kate Bailey

5 Stars

✅ Wealthtender Certified Advisor Review™
May 28, 2025
Evan was very professional, friendly and timely in helping me square away start a 529 college savings plan and setting up my 401k investments. We did all my consults virtually which made scheduling convenient. My job's default 401k had higher interest rates and hidden fees; I am thankful he found a smarter investment option to maximize my compounded wealth. As a busy professional, I feel relieved knowing my finances are squared away with Evan's expert guidance. Highly recommend.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Sarah reached out for help. We agreed we did not need to enter into a relationship at this time. I helped her think through her 401(k) and 529 by answering general questions.
Avatar for Sarah Husseini
Sarah Husseini

5 Stars

✅ Wealthtender Certified Advisor Review™
May 28, 2025
I’ve had an outstanding experience with NoDa Wealth Management. From the beginning, Evan has been knowledgeable, responsive, and genuinely invested in helping my husband and me achieve our financial goals. Evan took the time to understand our situation and created a personalized strategy that aligned with both our short-term needs and long-term vision. What stood out most was his transparency and the way he explained complex financial concepts in a clear, approachable way. I feel much more confident about my financial future thanks to Evan’s expertise and guidance. I highly recommend Evan with NoDa Wealth Management for anyone looking for trusted, professional wealth management support!
Relationship to Financial Advisor: Client as of May 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Alyssa Husseini
Alyssa Husseini

5 Stars

✅ Wealthtender Certified Advisor Review™
May 19, 2025
Noda Wealth Management is an outstanding resource for busy professionals looking to take control of their financial future. Evan brings a thoughtful, down-to-earth approach that makes wealth-building feel less overwhelming and more achievable. His guidance is clear, strategic, and tailored, making it easy to stay focused on what matters most while knowing your finances are in good hands. Working with Evan is an effortless, smart investment in your long-term success and something I confidently recommend to those closest to me.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Paul Kuchera
Paul Kuchera

5 Stars

✅ Wealthtender Certified Advisor Review™
May 12, 2025
I recently became a client of NoDa Wealth Management, and I honestly couldn't feel better about it. Evan is great. Since I’m a business owner with income that fluctuates, it means the world to have someone I trust this deeply managing my money and helping me plan for the future. Evan not only knows his stuff inside and out: he LIVES it. He leads by example with how intentional and balanced he is in his own life. I feel so much more confident about my financial future knowing he’s in my corner. If you’re looking for someone who’s not just smart and experienced but genuinely cares about your well-being, I can't recommend Evan and NoDa Wealth Management enough!
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason Nelson
Jason Nelson