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WELCOME TO EViE FINANCIAL

Offering wealth management and financial planning services with a focus on education,

vitality, independence, and empowerment.

Navigating your financial life, either as a business owner, a freelancer, or an employee can be a challenging task. EViE Financial was created to make education and understanding of sound financial strategies easier to access and strategic planning less daunting to implement. Our independent financial services firm focuses on empowering clients in the DC/Metro area as well as throughout the country with the knowledge and tools they need to succeed in their financial lives from start to finish.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck

OUR SERVICES

Committed to your financial success.
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FINANCIAL PLANNING

If you need to know how to get from Point A to Point B in your financial life, we've got you covered with comprehensive planning strategies.

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RISK MANAGEMENT & ASSET PROTECTION

Protection planning strategies from an independent, holistic perspective that allow you to focus on what matters most.

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BUSINESS PLANNING

Looking for guidance for your small or mid-sized business? We offer strategic business planning and consulting services to help ensure your business is on the right path.

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WEALTH MANAGEMENT

Investment allocation and portfolio management that seeks to meet your long-term wealth accumulation and distribution goals.

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PLANNING for MENTAL HEALTH PRACTICES

At EViE, we can help you bridge the gap between traditional bookkeeping, accountant services, and higher-level CFO services so you can more effectively balance the time you spend providing care.

GET IN TOUCH

Have questions about our services?

 

Send us a brief message or use the contact information below and we'll get right back with you.

9701 Apollo Drive, Suite 443
Upper Marlboro, MD 20774

melissa@eviefinancial.com

Office: 240-403-2677

Fax: 240-238-2642

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