OUR SERVICES

Education. Vitality. Independence. Empowerment.

We offer a full menu of financial services to assist with wealth management, financial planning, business planning and consulting, 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 unique 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. EViE advisors take an education-first approach meant to bolster the success of implementing a plan for the long haul. 

 

COMPREHENSIVE RISK MANAGEMENT

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.

 

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INVESTMENT & WEALTH MANAGEMENT

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.

 

BUSINESS PLANNING & CONSULTING

A Big Picture View

Our business planning and consulting services are designed to assist small and mid-sized businesses in their financial planning efforts. Our advisors work with business owners, entrepreneurs, contractors and freelancers to ensure they are on the best path forward.