We’re advisors, and we’re investors too.
Not only is the financial world confusing and intricate, but it’s also constantly changing. We understand the confusion, stress, and fear surrounding financial planning.
That’s why we’re more than a portfolio—we’re a partner.
Each member of our team has the education and experience required to provide you with holistic, individualized wealth management. We are all dedicated to demonstrating the highest level of integrity and character at all times.
We keep ourselves well-trained, well-informed and well-equipped, so that we can provide customized service and advice. When seeking outside resources to serve our clients’ needs, we look for those who share our vision and values, and who are acknowledged as experts in their field.
Meet Our Team
G. Wade Evans
CFP® | RICP® | Certified Financial Fiduciary® | Investment Advisor Representative | Registered Principal
CFP® | Investment Advisor Representative | Registered Representative
Chief Compliance Officer | Registered Assistant