Education. Vitality. Independence. Empowerment.
We offer a full menu of financial services to assist with wealth management, financial planning, and risk management for both individuals and small businesses spanning a variety of industries. Additionally, in the wealth management realm, we focus on providing options to clients that are socially responsible based on specific environmental, social, and governmental criteria.
As an independent firm, our advisors are focused first on your needs and the strategies that will help, not hinder, progress toward your specific goals. For this reason, we work in a fiduciary capacity with clients, focusing on their best interests as a top priority.
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HOLISTIC FINANCIAL PLANNING
A Clear Path Forward
Our team works with clients one-on-one to understand their current financial standing and how that plays a role in where they want to be in the future. Through an in-depth but easy-to-follow process, we create a comprehensive plan to help promote life's financial successes while navigating challenges and avoiding pitfalls. EViE advisors take an education-first approach meant to bolster the success of implementing a plan for the long haul.
See our pricing sheet and full list of financial planning services here.
An Independent Solution
Our advisors offer independent guidance on risk management and asset protection solutions. Whether for life, disability, long-term care, retirement income, or executive benefits, we create an insurance plan that meets your specific protection planning needs for now and the future.
We also offer valuable business protection planning including key person policies, executive bonus plans, and other small business protection strategies.
A Comprehensive Approach
Our wealth management services help you achieve your long-term investment goals through strategic, comprehensive, and fiduciary-level portfolio creation and ongoing monitoring. We assist clients in managing wealth where they are, whether at the wealth-building stage or near-retirement phase of their lives.
We also offer portfolios focused on socially responsible investing for those interested in making an impact with their investments in environmental, social, and governance arenas..