DISCLOSURE: It is not known whether the listed clients approve or disapprove of the Adviser or the advisory services. The criteria used to determine those included here was whether the person was typical of the clients the firm serves. Neither portfolio size nor performance were used to determine which persons were chosen.
I started managing the money received from the sale of our company myself, but quickly realized I didn't want to do it. I needed professionals to help. I implicitly trust EVO. They've been successful and create success for others. One of the most important things to know about investing is that you really should have a strategy to.
I started managing the money received from the sale of our company myself, but quickly realized I didn't want to do it. I needed professionals to help. I implicitly trust EVO. They've been successful and create success for others. One of the most important things to know about investing is that you really should have a strategy to.
Services
We joined forces to build EVOadvisers, a unique type of firm to serve you, after decades of globe spanning careers in a number of GE businesses. We built a company that is a rare "Fee-Only" firm, meaning we only work for you and your needs, not sales commissions, like 97% of other advisors do.
We made our "You-Only Advice " easier for people to get started by offering free online resources, a simple, clear fee structure and an easier onboarding process.Plus we offer smart, straight talk with less jargon. We anchored our work in our Capitalism with a Conscience philosophy, guided by the generous spirit of our investing hero, the legendary Jack Bogle, founder of Vanguard.
We made our "You-Only Advice " easier for people to get started by offering free online resources, a simple, clear fee structure and an easier onboarding process.Plus we offer smart, straight talk with less jargon. We anchored our work in our Capitalism with a Conscience philosophy, guided by the generous spirit of our investing hero, the legendary Jack Bogle, founder of Vanguard.
The most important part of You-Only Advice is that you are at the center of everything we do. You'd think this is normal practice amongst financial advisors, but unfortunately it's not. So what does "You-Only" really mean? We make sure our advice is aligned with your best interests. That means we do not sell you unnecessary financial products just to earn sales commissions.
We believe in the power of capital markets. We have seen them in action over the past two decades as more than two billion people have been lifted out of poverty as countries have embraced markets. We also believe that too much of a good thing can also be a bad thing. Unchecked Capitalism can damage people, societies and even the environment, and all of us must guard against it.
Thinking about money isn't always fun. Your life is busy and dealing with your financial situation can seem daunting. Do you even have time for this? You could go it alone if you really wanted to-we know you're smart and capable-but why try to handle it yourself when a You-Only, Fee-Only advisor can do it with confidence.
Too many Americans are being charged way too much via hidden fees in their retirement plans. We love helping businesses lower these costs for employees while offering a compelling retirement benefit. We offer a different You-Only, Fee-Only approach to your business 401(k). Once we get to know you, and what you and your employees truly need, we go to work for you.
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