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.