Invest with Evan
Why Choose Us?
- Comprehensive Financial Planning: In addition to managing your investments, we create a detailed financial plan tailored to your needs.
- Transparent Costs: We believe in full transparency. You'll know all costs upfront – no hidden fees, no "free" financial planning claims.
- Simplified Investment Approach: Our evidence-based strategy focuses on simplicity, utilizing index funds from Dimensional Fund Advisors.
- Trusted Delegation: We work with clients who want to delegate investment management and the details of their plan to trusted professionals.
If you're ready to take control of your retirement planning and want to work with a team that values transparency, simplicity, and trust, complete the questionnaire below to see if we're the right fit for each other.
Invest With Evan
This questionnaire will help me understand where you're at now and what you value most in hiring a financial planner. This helps us know if your situation matches our services and expertise
Are You Ready for Retirement? Let's Find Out!
As you approach retirement, it's natural to have concerns about your financial readiness.
Are you worried about running out of money?
Do you want to ensure you're not a burden to your children?
Are you looking to be generous with your time and money without having to manage every detail yourself?
My Approach
I believe in a simple, transparent, and evidence-based approach to financial planning and investment management. My goal is to take the complexity out of your finances, allowing you to focus on what matters most to you. Here’s how I do it:
Comprehensive Financial Planning: Before any investment decisions are made, we’ll develop a tailored financial plan that aligns with your goals and needs.
Transparent Costs: You’ll always know the full cost of our services upfront, with no hidden fees.
Simplified Investment Strategy: I use a low-cost, globally diversified, and evidence-based approach with factor-tilted index funds from Dimensional Fund Advisors.
