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  • Writer's pictureErin

Celebrating Five Years of Financial Success with EViE Financial

EViE Team anniversary discussion about financial wellness

We are thrilled to announce that EViE Financial is celebrating its five-year anniversary on November 9th, and we couldn't be more excited about the journey we've been on. With a very quiet start in 2018, EViE launched with the hope of being something a little different for our clients and partners. We’ve done that, thanks in part to leaning into the values on which we were founded and on the incredible support of our clients, and it's been an incredible ride.

Five Years of Growth and Success

First and foremost, we'd like to express our heartfelt gratitude to our valued clients, partners, and the entire EViE Financial team. Without your trust, support, and dedication, we wouldn't be where we are today. In just five short years, EViE Financial has experienced remarkable growth, and it's all thanks to you. We've expanded our client base, expanded what we are able to offer, and earned a reputation for delivering top-notch financial services – and Melissa still holds the record for fastest response to email in all of financial advisor history (we think).

But truly, we have shown commitment to excellence and a client-focused, education-first approach since the start. This has allowed us to help our clients work toward their financial goals in a way that works best for them. Whether it's planning for retirement, purchasing their dream home, or starting or selling a new business, we're not just financial advisors; we're your partners in financial success.

Expanding Services for Your Financial Well-being

To better serve our clients and meet their evolving financial needs, EViE Financial has expanded our range of services over the past five years as well. Our mission is to provide comprehensive and tailored financial solutions, and we've added a variety of new offerings to achieve this goal.

EViE Financial Group Service Offerings Team Discussion

We introduced generational wealth and financial planning after recognizing the needs of each generation within a family unit. From parents wanting to leave a legacy to their adult children and grandchildren, to our sandwich generation clients working to support aging parents and growing kids. It’s a hard road sometimes, and we want to be there to help define and clear that path.

In addition to generational wealth planning, we’ve also expanded our offerings in the realm of business financial planning. As Melissa is a business owner herself, she knows which financial hot buttons are necessary for business owners to both be aware of and plan for over the short and long term. From cash-flow planning and tax strategies to retirement plans and wellness programs for employees, we’ve got you covered.

We’ve also added new referral partners who we have vetted and feel confident share our values as a firm. We are always seeking out tax professionals and CPAs to connect with, along with estate planning attorneys, business attorneys and coaches, and other professionals adjacent to financial planning and wealth management. We want to be the best team for our clients, and that includes those we refer to.

But most importantly, here’s what has stayed the same. The services we offer to clients are robust, including:

  • Estate Planning: Ensuring your legacy and assets are protected for future generations.

  • Tax Planning: Helping you minimize your tax liability and maximize your savings.

  • Risk Management: Identifying and managing potential financial risks to safeguard your financial well-being.

  • Wealth Management: Managing your assets with your appetite for risk, timeframe, and most importantly, goals in mind.

  • Sustainable and Impact Investing: Aligning your investments with your values to create a positive impact on the world.

  • Retirement Income Planning: Creating a secure and comfortable retirement plan tailored to your unique circumstances and vision.

We're proud of how far we've come, and we're eager to continue evolving to meet your financial goals with even greater precision in the years to come.

A Deeper Commitment to Our Core Values

At EViE Financial, our core values have always been the guiding principles of our firm. These have always been Education, Vitality, Independence, and Empowerment. As we celebrate our five-year anniversary, we're renewing our commitment to these values as well as few others we thought you should know:

  • Integrity: We believe in the highest ethical standards and putting our clients' best interests first.

  • Transparency: We are committed to being open and honest in all our interactions, ensuring you have a clear understanding of your financial strategies.

  • Client-Centric Approach: Your financial goals are our top priority, and we will always go the extra mile to help you succeed.

  • Continuous Improvement: We constantly seek to improve our knowledge and services, staying up to date with the latest financial trends and technologies.

  • Community Involvement: We believe in giving back to the community and strive to make a positive impact beyond just financial services.

EViE Financial Savor Bowie Food & Wine Festival

As we look forward to the next five years and beyond, we will continue to uphold these values and grow stronger with each passing day.

A Growing Team

In the past five years, we have also grown our internal team. Melissa operated solo for a long time, as several of our clients and partners likely remember. Fortunately, finding the right team members has been a tremendous positive shift for the firm.

Kayla, our Client Service Associate, along with Elizabeth, our Associate Financial Advisor, have been incredible additions in the last several months. Erin, our Head of Operations, has remained our backbone, and has grown into taking on more responsibility and truly leading the behind-the-scenes of EViE on a day-to-day basis. Melissa continues in the CEO role, albeit in new capacities almost every day, while she tends to the needs of her clients and business partners.

EViE Financial Team In the Office

In the midst of all the work that we do for our clients, we also took some time this fall to connect, grow, and learn from one another at EViE HQ. We spent two jam-packed days together planning for the new year, discussing how to best serve our clients with our values at the helm. We also had a ton of fun – something we also strive to bring to a sometimes boring and stuffy financial services world.

The Journey Continues

Our five-year anniversary marks a significant milestone in our journey, and we invite you to join us in celebrating this exciting occasion. We plan to continue our mission of empowering folks to live their best financial life, and we cannot wait to see where that takes us in the years to come.

To keep an eye out for upcoming events, additional service offerings, and opportunities to learn more about our dedicated team behind EViE Financial, sign up for our bi-weekly newsletter to stay in touch.

Thank you for your unwavering support and trust in EViE Financial. We want to continue to earn that, day after day. We are excited about the future and look forward to continuing to help you achieve your financial dreams. Here's to the next five years and beyond! Cheers to financial success with EViE Financial!


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